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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
ST
2701
Sageworth Trust
Pennsylvania
$43K – – –
MSFP
2702
Mark Sheptoff Financial Planning
Connecticut
$43K +$7.52K +165 +21%
CBT
2703
Central Bank & Trust
Kentucky
$42K – – –
VLKIM
2704
Van Lanschot Kempen Investment Management
Netherlands
$42K – – –
CWAF
2705
Core Wealth Advisors (Florida)
Florida
$42K +$46 +1 +0.1%
CTB
2706
Country Trust Bank
Illinois
$42K +$14.6K +321 +51%
HS
2707
Horan Securities
United States
$42K +$42.7K +937 New
WAM
2708
Wolverine Asset Management
Illinois
$41K – – –
NC
2709
NewSquare Capital
Pennsylvania
$40K – – –
CA
2710
Crewe Advisors
Utah
$40K +$27.1K +594 +198%
LWA
2711
Lowe Wealth Advisors
Maryland
$39K – – –
TIM
2712
Tevis Investment Management
Texas
$39K +$37K +813 New
CSWM
2713
Cassady Schiller Wealth Management
Ohio
$39K +$39.5K +867 New
MG
2714
MilWealth Group
Wisconsin
$38.2K – – –
AWM
2715
Activest Wealth Management
Florida
$37K -$56.1K -1,231 -60%
FRA
2716
Front Row Advisors
California
$36K -$2.55K -56 -6%
MFT
2717
Moisand Fitzgerald Tamayo
Florida
$36K – – –
Loomis, Sayles & Company
2718
Loomis, Sayles & Company
Massachusetts
$35K -$56.9K -1,249 -61%
CFN
2719
Cordasco Financial Network
Florida
$35K -$5.24K -115 -13%
LF
2720
Lee Financial
Texas
$34K -$11.4K -250 -24%
CPA
2721
Cowen Prime Advisors
New York
$34K – – –
RTL
2722
Red Tortoise LLC
Georgia
$32K -$4.33K -95 -12%
PP
2723
PrairieView Partners
Minnesota
$32K – – –
TC
2724
Truvestments Capital
Florida
$32K +$137 +3 +0.4%
AIA
2725
Arcadia Investment Advisors
Idaho
$31.1K – – –