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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1326
Wambolt & Associates
Colorado
$1.44M +$690 +20 +0.1%
SIC
1327
Samalin Investment Counsel
New York
$1.43M +$29.6K +857 +2%
SS
1328
Sunbelt Securities
Texas
$1.43M -$73.5K -2,131 -5%
MMM
1329
Mendel Money Management
Illinois
$1.42M +$1.27M +36,805 New
SG
1330
Stonnington Group
California
$1.42M +$1.19M +34,453 New
NFP
1331
Novak Financial Planning
Maryland
$1.41M +$311 +9 +0%
WBC
1332
West Branch Capital
Massachusetts
$1.41M +$63.3K +1,835 +5%
GL
1333
Graypoint LLC
New York
$1.41M -$6K -174 -0.5%
FANJ
1334
Financial Architects (New Jersey)
New Jersey
$1.41M +$2.17K +63 +0.2%
PWPS
1335
Pinnacle Wealth Planning Services
Ohio
$1.41M +$86.1K +2,494 +7%
EDRIA
1336
Edmonds Duncan Registered Investment Advisors
Kansas
$1.4M
IWA
1337
IBEX Wealth Advisors
New Jersey
$1.4M +$1.25M +36,217 New
AA
1338
Apriem Advisors
California
$1.4M -$2.7M -78,161 -68%
CB
1339
Community Bank
New York
$1.4M +$13.8K +400 +1%
MAM
1340
McLean Asset Management
Virginia
$1.4M +$69 +2 +0%
SAM
1341
SignalPoint Asset Management
Missouri
$1.4M +$10.7K +311 +0.9%
APG
1342
Abacus Planning Group
South Carolina
$1.39M +$173 +5 +0%
BEC
1343
Blue Edge Capital
Virginia
$1.39M
WIM
1344
Wittenberg Investment Management
Massachusetts
$1.39M -$414K -12,000 -25%
YWP
1345
YorkBridge Wealth Partners
New York
$1.39M +$121K +3,515 +11%
PH
1346
Pinnacle Holdings
Oklahoma
$1.38M
PWMG
1347
Prestige Wealth Management Group
New Jersey
$1.38M +$281K +8,134 +29%
DI
1348
DFPG Investments
Utah
$1.38M +$20.4K +591 +2%
WSFS
1349
Wilmington Savings Fund Society
Delaware
$1.38M -$54.5K -1,580 -4%
CIS
1350
Capital International Sarl
California
$1.37M +$110K +3,185 +10%