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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
LC
2551
Lavelle Capital
California
$475K +$2.02K +38 +0.5%
NFG
2552
Nadler Financial Group
Illinois
$475K -$319 -6 -0.1%
CWM
2553
CCG Wealth Management
California
$475K +$12.3K +232 +3%
WCP
2554
Wealthcare Capital Partners
Pennsylvania
$474K +$1.28K +24 +0.3%
SWA
2555
SOA Wealth Advisors
New York
$474K +$585 +11 +0.1%
NWM
2556
Nolet Wealth Management
Texas
$474K +$45.2K +850 +11%
FCM
2557
Fogel Capital Management
Florida
$474K -$21K -394 -5%
BWAM
2558
Boyd Watterson Asset Management
Ohio
$473K -$13.8K -259 -3%
SPWM
2559
Schrum Private Wealth Management
Florida
$472K -$4.79K -90 -0.8%
CWM
2560
Cherrydale Wealth Management
New Jersey
$470K +$1.38K +26 +0.3%
HDA
2561
Harold Davidson & Associates
California
$470K +$439K +8,253 New
FA
2562
FDx Advisors
Illinois
$468K -$106K -1,985 -19%
AT
2563
Arlington Trust
Alabama
$468K +$53.2K +1,000 +14%
BHWM
2564
Bellars Harris Wealth Management
Virginia
$467K +$436K +8,201 New
AFP
2565
Alpha Financial Partners
Kentucky
$466K +$4.89K +92 +1%
JWBC
2566
J.W. Burns & Co
New York
$466K -$33.7K -634 -7%
CWS
2567
Cypress Wealth Services
California
$466K +$425 +8 +0.1%
BONST
2568
Bank of Nova Scotia Trust
Ontario, Canada
$466K +$7.66K +144 +2%
MSWMA
2569
Market Street Wealth Management Advisors
Indiana
$465K +$28.5K +535 +7%
AIM
2570
Alhambra Investment Management
Florida
$465K -$23K -432 -5%
FP
2571
Fiduciary Planning
Florida
$464K
AGAM
2572
AK Global Asset Management
California
$463K -$26.6K -500 -6%
TWM
2573
Topsail Wealth Management
North Carolina
$463K +$2.77K +52 +0.6%
AWM
2574
Allen Wealth Management
North Carolina
$462K -$16.5K -311 -4%
ITFISA
2575
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$462K +$76.5K +1,438 +22%