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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PAI
2501
Pittenger & Anderson Inc
Nebraska
$74K -$74K -2,054 -46%
EC
2502
Estate Counselors
Wisconsin
$74K – – –
CWM
2503
CarsonAllaria Wealth Management
Illinois
$74K +$72 +2 +0.1%
RDFA
2504
Ritter Daniher Financial Advisory
Ohio
$72K -$36K -1,000 -30%
SFA
2505
Semmax Financial Advisors
North Carolina
$72K +$396 +11 +0.5%
S
2506
Surevest
California
$72K +$936 +26 +1%
WSC
2507
Wellington Shields & Co
New York
$72K +$82.7K +2,298 New
AW
2508
Avion Wealth
Texas
$71K +$2.48K +69 +3%
CC
2509
Corsicana & Co
Texas
$70K – – –
BDWM
2510
Brewin Dolphin Wealth Management
Ireland
$68K – – –
FCT
2511
First Community Trust
Iowa
$68K – – –
MCC
2512
Money Concepts Capital
Florida
$66K -$966K -26,821 -93%
BHWM
2513
Bay Harbor Wealth Management
Maryland
$66K +$108 +3 +0.1%
DAC
2514
Dividend Assets Capital
South Carolina
$65K +$1.8K +50 +2%
BFG
2515
Baron Financial Group
New Jersey
$64.4K +$36 +1 +0%
LWP
2516
Laurel Wealth Planning
Minnesota
$63K – – –
MWM
2517
Mascoma Wealth Management
New Hampshire
$61K -$23.1K -641 -25%
HDIM
2518
Hanson & Doremus Investment Management
Vermont
$61K -$7.49K -208 -10%
CFFP
2519
Center for Financial Planning
Michigan
$61K -$360 -10 -0.5%
FMTCOCP
2520
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$60K +$1.37K +38 +2%
SC
2521
Stephens Consulting
Michigan
$59.2K +$12.6K +350 +23%
CBT
2522
Central Bank & Trust
Kentucky
$59K +$18.8K +523 +39%
UCB
2523
United Community Bank
South Carolina
$57.7K +$1.8K +50 +3%
HWM
2524
Horizons Wealth Management
North Carolina
$57K +$56.2K +1,561 New
TIM
2525
Tevis Investment Management
Texas
$54K +$11.7K +326 +23%