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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WCA
1051
Windsor Creek Advisors
Vermont
$1.94M -$138K -4,780 -7%
LI
1052
Lafayette Investments
Maryland
$1.93M +$58 +2 +0%
EWM
1053
Evercore Wealth Management
New York
$1.92M +$80K +2,775 +4%
PVWM
1054
Point View Wealth Management
New Jersey
$1.92M +$28.5K +988 +2%
PCA
1055
Providence Capital Advisors
North Carolina
$1.92M +$29.8K +1,035 +2%
PCA
1056
Peddock Capital Advisors
Massachusetts
$1.92M -$45K -1,560 -2%
PCM
1057
Parsons Capital Management
Rhode Island
$1.91M +$278K +9,652 +17%
BBI
1058
Baxter Bros Inc
Connecticut
$1.91M +$11.6K +401 +0.6%
CWM
1059
CMH Wealth Management
New Hampshire
$1.9M +$144 +5 +0%
PGWM
1060
Parisi Gray Wealth Management
New Jersey
$1.9M +$25.1K +871 +1%
AWM
1061
Altium Wealth Management
New York
$1.9M +$393K +13,630 +26%
AIIMS
1062
Analyst IMS Investment Management Services
Israel
$1.89M -$220K -7,630 -10%
CCI
1063
Credit Capital Investments
New Jersey
$1.89M -$288K -10,000 -13%
BCM
1064
Bluefin Capital Management
New York
$1.88M +$620K +21,485 +49%
PAM
1065
Pegasus Asset Management
New York
$1.88M +$21.7K +754 +1%
CGL
1066
Clarius Group LLC
Washington
$1.88M +$229K +7,934 +14%
OAM
1067
Oxford Asset Management
United Kingdom
$1.87M -$7.05M -244,364 -79%
CWAG
1068
Compton Wealth Advisory Group
Virginia
$1.87M +$115 +4 +0%
PFS
1069
Prospera Financial Services
Texas
$1.87M +$36.5K +1,266 +2%
GW
1070
GW & Wade
Massachusetts
$1.87M +$20.7K +719 +1%
HIC
1071
Holderness Investments Company
North Carolina
$1.86M +$10.4K +360 +0.6%
NAM
1072
NTV Asset Management
West Virginia
$1.86M +$1.15M +40,000 +165%
WG
1073
Welch Group
Alabama
$1.86M +$9.57K +332 +0.5%
BCI
1074
Brinker Capital Investments
Pennsylvania
$1.85M +$653K +22,648 +55%
RC
1075
Roundview Capital
New Jersey
$1.85M -$1.78M -61,587 -49%