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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TLCM
3451
Twin Lakes Capital Management
California
$9.75K – – –
CFP
3452
Comprehensive Financial Planning
Pennsylvania
$9.7K – – –
TFG
3453
Team Financial Group
California
$9.5K +$52 +1 +0.5%
CTWM
3454
Cherry Tree Wealth Management
Minnesota
$8.73K – – –
LFA
3455
LGT Financial Advisors
Texas
$8.61K +$52 +1 +0.6%
ACA
3456
Atlas Capital Advisors
Wyoming
$8.53K – – –
LIA
3457
Luken Investment Analytics
Tennessee
$8.29K – – –
WA
3458
Westfuller Advisors
New York
$8.11K -$6.29K -122 -42%
ETS
3459
ESL Trust Services
New York
$7.8K – – –
MCRM
3460
Midway Capital Research & Management
Illinois
$7.31K +$7.74K +150 New
VERPA
3461
Virginia Estate & Retirement Planning Advisors
Virginia
$7.31K +$7.74K +150 New
UFF
3462
USA Financial Formulas
Michigan
$7.21K -$303K -5,878 -98%
RFA
3463
Reyes Financial Architecture
California
$7.17K -$13.1K -253 -63%
LB
3464
Legacy Bridge
Iowa
$7.07K -$18.9K -366 -72%
BA
3465
Bard Associates
Illinois
$7.07K +$7.48K +145 New
DRP
3466
Decker Retirement Planning
Utah
$6.7K – – –
IWP
3467
IAG Wealth Partners
Wisconsin
$6.48K – – –
WCM
3468
Westend Capital Management
California
$6.09K -$138K -2,665 -96%
EA
3469
Evolution Advisers
Virginia
$6K – – –
RJA
3470
Ross\Johnson & Associates
Minnesota
$5.26K – – –
Vanguard Advisers Inc
3471
Vanguard Advisers Inc
Pennsylvania
$4.9K +$5.21K +101 New
SC
3472
Swan Capital
Florida
$4.88K -$464 -9 -8%
BA
3473
Blueline Advisors
New Hampshire
$4.88K – – –
TTIC
3474
Tower Trust & Investment Company
Iowa
$4.88K – – –
AAG
3475
Accordant Advisory Group
Maryland
$4.88K +$5.16K +100 New