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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
QL
2576
Quarry LP
New York
$398K +$313K +6,062 +287%
KMWM
2577
Keudell/Morrison Wealth Management
Oregon
$398K -$23K -445 -5%
CWS
2578
Cypress Wealth Services
California
$398K -$172K -3,337 -29%
PWA
2579
Physician Wealth Advisors
Utah
$398K -$4.7K -91 -1%
JC
2580
JM2 Capital
Oklahoma
$398K
RWM
2581
RKL Wealth Management
Pennsylvania
$397K -$9.75K -189 -2%
SFWC
2582
Strategic Family Wealth Counselors
New Jersey
$397K -$456K -8,830 -52%
SIC
2583
SJS Investment Consulting
Ohio
$397K +$25.1K +487 +6%
FP
2584
Fiduciary Planning
Florida
$397K +$52 +1 +0%
CWM
2585
CCG Wealth Management
California
$395K +$177K +3,422 +73%
AFP
2586
Alpha Financial Partners
Kentucky
$395K -$22.6K -437 -5%
BFPW
2587
BOK Financial Private Wealth
Colorado
$394K +$341K +6,605 +444%
NPF
2588
Norris Perne & French
Michigan
$394K +$133K +2,571 +47%
AIA
2589
Arbor Investment Advisors
North Carolina
$394K -$7.02K -136 -2%
TWM
2590
Topsail Wealth Management
North Carolina
$394K +$58.5K +1,133 +16%
SCP
2591
Seizert Capital Partners
Michigan
$394K -$5.16K -100 -1%
EMAM
2592
Encompass More Asset Management
California
$393K +$35.1K +681 +9%
GAA
2593
Global Assets Advisory
Florida
$392K +$61.9K +1,200 +18%
EIA
2594
Edgemoor Investment Advisors
Maryland
$392K -$150K -2,900 -27%
HR
2595
Hardy Reed
Mississippi
$392K -$53.5K -1,037 -11%
WSCM
2596
Wellington Shields Capital Management
New York
$391K -$772K -14,958 -65%
BONST
2597
Bank of Nova Scotia Trust
Ontario, Canada
$391K -$63.6K -1,232 -13%
MHWM
2598
Montz Harcus Wealth Management
Louisiana
$391K -$7.53K -146 -2%
RBC
2599
Romano Brothers & Co
Illinois
$390K
AAIM
2600
Asset Advisors Investment Management
Georgia
$390K +$80.5K +1,560 +24%