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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CA
2526
Crumly & Associates
Illinois
$421K – – –
SP
2527
Successful Portfolios
Florida
$421K -$4.44K -86 -1%
AGAM
2528
AK Global Asset Management
California
$421K -$323K -6,250 -42%
NF
2529
Nvest Financial
New Hampshire
$421K +$2.58K +50 +0.6%
SC
2530
Sawyer & Company
Massachusetts
$421K -$19.6K -379 -4%
RE
2531
Rydar Equities
Texas
$420K +$2.37K +46 +0.5%
FSA
2532
Financial Security Advisor
Virginia
$419K -$26.4K -511 -6%
TFCP
2533
Twin Focus Capital Partners
Massachusetts
$419K -$144K -2,783 -24%
AIM
2534
Alhambra Investment Management
Florida
$419K +$2.32K +45 +0.5%
RCM
2535
Raleigh Capital Management
North Carolina
$419K +$8.88K +172 +2%
HAS
2536
HBW Advisory Services
California
$418K -$15.1K -293 -3%
OA
2537
Oxbow Advisors
Texas
$418K -$92.5K -1,793 -17%
FSA
2538
Franklin Street Advisors
North Carolina
$418K -$23.3K -452 -5%
FHC
2539
First Heartland Consultants
Missouri
$418K -$304K -5,890 -41%
DI
2540
DDFG Inc
California
$418K +$568 +11 +0.1%
BWAM
2541
Boyd Watterson Asset Management
Ohio
$418K -$105K -2,033 -19%
SWMG
2542
Sard Wealth Management Group
Georgia
$417K -$8.41K -163 -2%
SWGC
2543
Summit Wealth Group (Colorado)
Colorado
$417K +$134K +2,594 +43%
JTWM
2544
Jackson Thornton Wealth Management
Alabama
$415K -$84.2K -1,631 -17%
CST
2545
Charles Schwab Trust
Nevada
$415K -$6.71K -130 -2%
BWM
2546
BlackDiamond Wealth Management
New York
$414K -$34.2K -663 -7%
MM
2547
MQS Management
New York
$414K +$40.1K +777 +10%
AAG
2548
Asset Advisory Group
New Jersey
$414K +$52 +1 +0%
CNBOF
2549
City National Bank of Florida
Florida
$414K +$438K +8,495 New
Picton Mahoney Asset Management
2550
Picton Mahoney Asset Management
Ontario, Canada
$412K -$37.8M -731,681 -99%