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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
1301
Van Cleef Asset Management
Ohio
$1.01M -$146K -5,071 -13%
CA
1302
Cornerstone Advisory
Maryland
$1M +$193K +6,690 +24%
MMG
1303
Monetary Management Group
Missouri
$1M -$98.1K -3,400 -9%
SAM
1304
Sawgrass Asset Management
Florida
$999K -$13.7K -475 -1%
KC
1305
Kingfisher Capital
North Carolina
$999K -$9.4K -326 -0.9%
BCM
1306
Buckhead Capital Management
Georgia
$998K -$477K -16,530 -32%
LGWM
1307
Litman Gregory Wealth Management
California
$995K -$137K -4,752 -12%
NL
1308
NVWM LLC
Pennsylvania
$994K -$510K -17,671 -34%
IC
1309
Intersect Capital
California
$994K -$1.18K -41 -0.1%
WCM
1310
Wunderlich Capital Managemnt
Tennessee
$994K +$52.6K +1,823 +6%
GWM
1311
GSB Wealth Management
Connecticut
$993K +$5.31K +184 +0.5%
HWA
1312
Heritage Wealth Advisors
Virginia
$984K +$48.8K +1,691 +5%
NHC
1313
Nicholas Hoffman & Company
Georgia
$973K -$131K -4,531 -12%
BC
1314
Burleson & Co
California
$973K +$461 +16 +0%
HT
1315
Heritage Trust
Oklahoma
$970K -$21.9K -758 -2%
WP
1316
WealthSource Partners
California
$963K +$691K +23,947 +258%
RWA
1317
Ropes Wealth Advisors
Massachusetts
$962K +$14.4K +500 +2%
PCM
1318
Palisade Capital Management
New Jersey
$961K -$67.8K -2,350 -7%
CRC
1319
Curi RMB Capital
Illinois
$959K -$550K -19,071 -37%
PCM
1320
Princeton Capital Management
New Jersey
$959K
VWM
1321
Valley Wealth Managers
New Jersey
$957K -$128K -4,427 -12%
RG
1322
Renaissance Group
Kentucky
$953K -$244K -8,446 -20%
TAIM
1323
TD Ameritrade Investment Management
Nebraska
$950K +$261K +9,067 +38%
RA
1324
RFG Advisory
Alabama
$949K +$40.1K +1,389 +4%
SCA
1325
Stonebridge Capital Advisors
Minnesota
$946K -$161K -5,569 -15%