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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2601
Highview Capital Management
Illinois
$458K +$156K +2,939 +58%
EIA
2602
Edgemoor Investment Advisors
Maryland
$458K – – –
WSCM
2603
Wellington Shields Capital Management
New York
$457K – – –
JC
2604
JM2 Capital
Oklahoma
$457K -$6.91K -130 -2%
WP
2605
WealthShield Partners
North Carolina
$457K -$649K -12,195 -60%
SMH
2606
Sanders Morris Harris
Texas
$456K -$39.9K -750 -9%
AWA
2607
Argos Wealth Advisors
California
$456K +$21.6K +406 +5%
AAIM
2608
Asset Advisors Investment Management
Georgia
$455K – – –
PAS
2609
Professional Advisory Services
Florida
$455K +$93.1K +1,750 +28%
SWGC
2610
Summit Wealth Group (Colorado)
Colorado
$454K -$31K -583 -7%
BAM
2611
Belleair Asset Management
Florida
$454K – – –
AP
2612
Atwood & Palmer
Missouri
$454K -$97.2K -1,828 -19%
KMWM
2613
Keudell/Morrison Wealth Management
Oregon
$454K -$11K -206 -3%
BWP
2614
Balboa Wealth Partners
Arizona
$453K +$134K +2,512 +46%
CWIG
2615
Chung Wu Investment Group
Texas
$453K – – –
OAS
2616
Optivise Advisory Services
Tennessee
$453K +$46.5K +875 +12%
Axa
2617
Axa
France
$452K -$1.39M -26,126 -74%
SPA
2618
Sentinel Pension Advisors
Massachusetts
$452K +$8.08K +152 +2%
EWM
2619
Evermay Wealth Management
Virginia
$452K -$1.44K -27 -0.3%
MGWM
2620
Marks Group Wealth Management
Minnesota
$451K +$13.1K +247 +3%
PAS
2621
PKS Advisory Services
New York
$451K +$421K +7,918 New
WCM
2622
WealthBridge Capital Management
Ohio
$451K +$532 +10 +0.1%
MA
2623
Maxele Advisors
Missouri
$450K +$420K +7,892 New
SCM
2624
Sunbeam Capital Management
Georgia
$449K +$48.6K +913 +13%
VFP
2625
Vilga Financial Planning
New Jersey
$449K +$8.83K +166 +2%