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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
2651
Tower View Wealth Management
Wisconsin
$103K -$4.51K -100 -4%
DWP
2652
Destiny Wealth Partners
Florida
$99K +$4.56K +101 +4%
EC
2653
Estate Counselors
Wisconsin
$98K – – –
CWM
2654
CarsonAllaria Wealth Management
Illinois
$98K +$90.3K +2,002 +517%
TAM
2655
Tucker Asset Management
Colorado
$96.3K +$1.76K +39 +2%
EIM
2656
Essex Investment Management
Massachusetts
$95K -$2.37M -52,512 -96%
S
2657
Surevest
California
$94K – – –
BAM
2658
Byrne Asset Management
New Jersey
$92K -$9.56K -212 -9%
CC
2659
Corsicana & Co
Texas
$92K – – –
AW
2660
Avion Wealth
Texas
$91K – – –
BDWM
2661
Brewin Dolphin Wealth Management
Ireland
$90K – – –
FCT
2662
First Community Trust
Iowa
$90K – – –
HDIM
2663
Hanson & Doremus Investment Management
Vermont
$89K -$1.4K -31 -1%
LWA
2664
Lenox Wealth Advisors
New York
$88K -$8.57K -190 -8%
BHWM
2665
Bay Harbor Wealth Management
Maryland
$87K – – –
BFG
2666
Baron Financial Group
New Jersey
$85.2K +$11.3K +251 +14%
DAC
2667
Dividend Assets Capital
South Carolina
$84K – – –
SFA
2668
Semmax Financial Advisors
North Carolina
$84K +$361 +8 +0.4%
SPWM
2669
Spartan Planning & Wealth Management
North Carolina
$84K +$92.1K +2,041 New
LWP
2670
Laurel Wealth Planning
Minnesota
$83K +$90.2K +2,000 +9,524%
UFF
2671
USA Financial Formulas
Michigan
$82K +$4.51K +100 +5%
Loomis, Sayles & Company
2672
Loomis, Sayles & Company
Massachusetts
$82K +$53.8K +1,192 +150%
CFFP
2673
Center for Financial Planning
Michigan
$81K +$13.5K +300 +18%
SGAM
2674
Smith Group Asset Management
Texas
$79K -$4.42K -98 -5%
WAM
2675
Wolverine Asset Management
Illinois
$79K +$45.1K +1,000 +107%