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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RFS
1151
Rockefeller Financial Services
New York
$1.09M +$138K +5,700 +15%
JWBC
1152
J.W. Burns & Co
New York
$1.08M +$108K +4,450 +12%
CWM
1153
Connecticut Wealth Management
Connecticut
$1.08M +$36.4K +1,500 +4%
FRM
1154
Fox Run Management
Connecticut
$1.07M -$454K -18,700 -31%
SOAMC
1155
Spirit of America Management Corp
New York
$1.07M
TPWA
1156
TRUE Private Wealth Advisors
Oregon
$1.07M +$41.5K +1,711 +4%
SFSG
1157
Stearns Financial Services Group
North Carolina
$1.06M -$12K -496 -1%
VCAM
1158
Van Cleef Asset Management
Ohio
$1.06M +$123K +5,071 +14%
S
1159
SignatureFD
Georgia
$1.06M +$49.3K +2,031 +5%
ADL
1160
Asset Dedication LLC
California
$1.06M +$17.2K +709 +2%
HAG
1161
HighPoint Advisor Group
Illinois
$1.05M -$14.8K -608 -2%
PCA
1162
PL Capital Advisors
Florida
$1.05M
LWCFA
1163
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.05M +$3.74K +154 +0.4%
WI
1164
Wintrust Investments
Illinois
$1.05M +$168K +6,932 +19%
ICM
1165
IMS Capital Management
Oregon
$1.04M +$100K +4,123 +11%
AFNAS
1166
American Financial Network Advisory Services
California
$1.04M +$998K +41,132 New
SBH
1167
Segall Bryant & Hamill
Illinois
$1.04M +$26.8K +1,106 +3%
LGC
1168
Laurel Grove Capital
California
$1.03M +$479K +19,750 +94%
PH
1169
Pinnacle Holdings
Oklahoma
$1.03M
MMG
1170
Monetary Management Group
Missouri
$1.03M +$189K +7,800 +24%
EWA
1171
Exencial Wealth Advisors
Oklahoma
$1.02M -$46.3K -1,909 -5%
TCOV
1172
Trust Company of Vermont
Vermont
$1.02M -$38.3K -1,578 -4%
Wealth Enhancement Advisory Services
1173
Wealth Enhancement Advisory Services
Minnesota
$1.02M +$944K +38,888 New
BOC
1174
Barbara Oil Co
Illinois
$1.01M
SCC
1175
Second Curve Capital
Pennsylvania
$1.01M