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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
926
Clear Harbor Asset Management
Connecticut
$45.4K +$42.9K +600 New
MSFP
927
Mark Sheptoff Financial Planning
Connecticut
$45K – – –
PCC
928
Park Circle Company
Maryland
$45K – – –
CCMW
929
Cypress Capital Management (Wyoming)
Wyoming
$45K +$42.3K +591 New
BAM
930
Barrett Asset Management
New York
$45K +$42.9K +600 New
KFS
931
Kelly Financial Services
Massachusetts
$41.2K – – –
RA
932
Rational Advisors
New York
$41K -$133K -1,860 -78%
RWB
933
RMR Wealth Builders
New Jersey
$41K +$38.5K +539 New
PI
934
PineBridge Investments
New York
$40K -$15.8M -221,066 -100%
OIA
935
Optimum Investment Advisors
Illinois
$38K -$8.94K -125 -20%
KTC
936
Kistler-Tiffany Companies
Pennsylvania
$38K – – –
RFA
937
Reilly Financial Advisors
California
$38K – – –
VCM
938
Vigilant Capital Management
Maine
$38K +$35.7K +500 New
HFM
939
Harvest Fund Management
China
$38K +$35.8K +501 New
GFPC
940
Global Financial Private Client
Florida
$37.6K +$35.5K +497 New
IAS
941
IMA Advisory Services
Colorado
$35K – – –
CCM
942
Covington Capital Management
California
$35K +$4.08K +57 +14%
AF
943
Allworth Financial
California
$35K +$10K +140 +43%
FHA
944
Flagship Harbor Advisors
Massachusetts
$33K -$7.79K -109 -20%
OSAM
945
O'Shaughnessy Asset Management
Connecticut
$32K +$30.4K +425 New
HPC
946
HM Payson & Co
Maine
$31K – – –
TIM
947
Tortoise Investment Management
New York
$31K +$357 +5 +1%
CHA
948
Carmichael Hill & Associates
Maryland
$31K +$29K +406 New
ADL
949
Asset Dedication LLC
California
$30K – – –
CB
950
Community Bank
New York
$30K – – –