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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Circle Wealth Management
New Jersey
$1.82M +$91 +2 +0%
PPW
1302
Pinnacle Private Wealth
Massachusetts
$1.82M +$1.86M +40,866 New
CFGS
1303
Concourse Financial Group Securities
Alabama
$1.81M -$16K -351 -0.9%
NCA
1304
New Century Advisors
Maryland
$1.81M +$1.86M +40,750 New
UWM
1305
Udine Wealth Management
Florida
$1.81M +$1.85M +40,694 New
RA
1306
Rational Advisors
New York
$1.81M +$304K +6,674 +20%
IIM
1307
InTrack Investment Management
Vermont
$1.81M +$17.1K +375 +0.9%
WPW
1308
Warther Private Wealth
Ohio
$1.8M +$41K +901 +2%
HA
1309
HC Advisors
Georgia
$1.8M -$9.25K -203 -0.5%
NMG
1310
New Millennium Group
Utah
$1.8M +$1.84M +40,361 New
PCMN
1311
Paradigm Capital Management (Nevada)
Nevada
$1.79M +$1.83M +40,183 New
LOAME
1312
Lombard Odier Asset Management (Europe)
United Kingdom
$1.79M +$1.83M +40,170 New
FHA
1313
Flagship Harbor Advisors
Massachusetts
$1.78M -$19K -418 -1%
GJL
1314
Gendell Jeffrey L
$1.78M -$4.56M -100,000 -71%
BOC
1315
Barbara Oil Co
Illinois
$1.78M
PCM
1316
Pentwater Capital Management
Florida
$1.78M
IWA
1317
IBEX Wealth Advisors
New Jersey
$1.78M +$40K +878 +2%
LWM
1318
Laidlaw Wealth Management
New York
$1.77M -$95.5K -2,097 -5%
WSTAM
1319
Wilbanks Smith & Thomas Asset Management
Virginia
$1.77M -$9.61K -211 -0.5%
MFW
1320
Mosaic Family Wealth
Missouri
$1.77M +$14.1K +310 +0.8%
RHP
1321
Royal Harbor Partners
Texas
$1.77M +$55.6K +1,221 +3%
FWP
1322
Falcon Wealth Planning
California
$1.77M +$53.1K +1,166 +3%
Verition Fund Management
1323
Verition Fund Management
Connecticut
$1.77M +$1.22M +26,738 +206%
AIM
1324
Aspen Investment Management
Michigan
$1.77M +$44.4K +975 +3%
MBTD
1325
Mechanics Bank - Trust Department
California
$1.76M -$50.1K -1,100 -3%