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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2551
WealthBridge Capital Management
Ohio
$406K +$537 +11 +0.1%
LC
2552
Lavaca Capital
Texas
$406K – – –
RCM
2553
Radnor Capital Management
Pennsylvania
$406K – – –
PK
2554
Pflug Koory
Nebraska
$405K – – –
VCM
2555
Vivaldi Capital Management
Illinois
$404K -$48.3K -990 -11%
PWM
2556
Pines Wealth Management
North Carolina
$404K +$155K +3,177 +68%
WFA
2557
Websterrogers Financial Advisors
South Carolina
$401K -$195 -4 -0.1%
ACP
2558
Arcus Capital Partners
Georgia
$401K +$11.5K +236 +3%
EAM
2559
Everstar Asset Management
North Carolina
$401K +$111K +2,271 +41%
FFC
2560
Frederick Financial Consultants
Maryland
$400K +$12.1K +247 +3%
EM
2561
ELCO Management
New York
$399K – – –
HFP
2562
Holistic Financial Partners
Indiana
$398K -$59.2K -1,214 -14%
SFG
2563
SNS Financial Group
Minnesota
$397K -$1.32K -27 -0.3%
BIA
2564
Barry Investment Advisors
Massachusetts
$397K +$109K +2,242 +41%
GPWM
2565
Grant Private Wealth Management
California
$396K -$5.39M -110,471 -93%
MWA
2566
Meridian Wealth Advisors
Texas
$396K +$8.15K +167 +2%
T
2567
TOBAM
France
$395K -$11.4K -234 -3%
IGGA
2568
Iron Gate Global Advisors
Utah
$394K +$111K +2,268 +42%
IP
2569
Investment Partners
Ohio
$394K +$6K +123 +2%
CWP
2570
CFM Wealth Partners
Texas
$394K – – –
BAM
2571
Bellevue Asset Management
Washington
$391K +$195 +4 +0.1%
CCMIC
2572
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$391K +$14.9K +305 +4%
DA
2573
Dover Advisors
Virginia
$389K -$176K -3,600 -32%
HPC
2574
Hobart Private Capital
North Carolina
$389K +$18.7K +383 +5%
CAL
2575
Capital Advisors Ltd
Ohio
$389K +$1.07K +22 +0.3%