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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2551
Castle Wealth Management
Florida
$35K +$41K +1,140 New
TCWM
2552
Total Clarity Wealth Management
Illinois
$34K +$39.6K +1,100 New
ETC
2553
Exchange Traded Concepts
Oklahoma
$33K -$2.61M -72,507 -99%
CTB
2554
Country Trust Bank
Illinois
$32K
TWP
2555
TFO Wealth Partners
Ohio
$31K -$21.9K -609 -38%
LFA
2556
Level Financial Advisors
New York
$31K
PCC
2557
Park Circle Company
Maryland
$31K
HS
2558
Horan Securities
United States
$31K +$144 +4 +0.4%
LF
2559
Lee Financial
Texas
$31K +$10.6K +294 +42%
MFT
2560
Moisand Fitzgerald Tamayo
Florida
$31K +$23.3K +648 +180%
FDCC
2561
Foster Dykema Cabot & Co
Massachusetts
$31K +$36K +1,000 New
ST
2562
Sageworth Trust
Pennsylvania
$30K
AWM
2563
Activest Wealth Management
Florida
$30K +$864 +24 +3%
BIA
2564
Bell Investment Advisors
California
$30K +$34.6K +962 New
MUMSS
2565
Mitsubishi UFJ Morgan Stanley Securities
Japan
$29K
CWAF
2566
Core Wealth Advisors (Florida)
Florida
$29K +$36 +1 +0.1%
TC
2567
Truvestments Capital
Florida
$29K +$33.2K +922 New
FCMT
2568
Founders Capital Management (Texas)
Texas
$28K -$6.77K -188 -17%
SC
2569
Siena Capital
Ohio
$28K
APW
2570
Axim Planning & Wealth
Ohio
$28K +$32.3K +898 New
LWA
2571
Lowe Wealth Advisors
Maryland
$27K
RG
2572
Richelieu Gestion
France
$27K +$31.7K +880 New
MG
2573
MilWealth Group
Wisconsin
$26.7K
GKIM
2574
GW&K Investment Management
Massachusetts
$25K +$13.4K +373 +84%
CPA
2575
Cowen Prime Advisors
New York
$24K