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Rand Capital

Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NSB Advisors
New York
$3.19M -$31.3K -1,080 -1%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$1.6M +$1.5M +51,740 New
Shufro Rose & Co
3
Shufro Rose & Co
New York
$482K +$16.1K +556 +4%
Brown Advisory
4
Brown Advisory
Maryland
$259K – – –
Courier Capital
5
Courier Capital
New York
$138K – – –
Creative Planning
6
Creative Planning
Kansas
$7K – – –
Thomas J. Herzfeld Advisors
7
Thomas J. Herzfeld Advisors
Florida
$7K – – –
Bank of America
8
Bank of America
North Carolina
$5K -$21.2K -730 -82%
Citigroup
9
Citigroup
New York
$2K +$1.65K +57 New
Invesco
10
Invesco
Georgia
– -$1.42M -51,740 Closed
JP Morgan Chase
11
JP Morgan Chase
New York
– -$36K -1,307 Closed
Morgan Stanley
12
Morgan Stanley
New York
– -$17K -611 Closed
UBS
13
UBS
Switzerland
– -$5K -184 Closed