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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1326
Douglass Winthrop Advisors
New York
$2.61M +$251K +4,754 +11%
CD
1327
Chapin Davis
Maryland
$2.6M +$634 +12 +0%
AWM
1328
Accurate Wealth Management
Florida
$2.59M +$152K +2,883 +7%
RFA
1329
Register Financial Advisors
Georgia
$2.58M -$106 -2 -0%
SCM
1330
Sandler Capital Management
New York
$2.57M +$2.47M +46,664 New
BWM
1331
Buckley Wealth Management
Nevada
$2.56M -$14.5K -275 -0.6%
CFG
1332
Chapman Financial Group
Hawaii
$2.56M -$2.64K -50 -0.1%
RSS
1333
Rosenblum Silverman Sutton
California
$2.54M -$10K -190 -0.4%
CGF
1334
Constant Guidance Financial
Massachusetts
$2.53M +$1.15M +21,738 +90%
GCM
1335
Glaxis Capital Management
Florida
$2.53M +$2.43M +46,000 New
ANTB
1336
AMG National Trust Bank
Colorado
$2.52M +$95.6K +1,809 +4%
WC
1337
Wynn Capital
Georgia
$2.51M -$72.8K -1,377 -3%
BT
1338
Banque Transatlantique
France
$2.5M +$28.2K +534 +1%
FAL
1339
Focused Alpha LLC
Colorado
$2.5M +$2.4M +45,452 New
IP
1340
Intellectus Partners
California
$2.5M -$56.5K -1,069 -2%
WAS
1341
Westco Advisory Services
New York
$2.5M +$2.4M +45,388 New
FWP
1342
Falcon Wealth Planning
California
$2.5M +$114K +2,156 +5%
KCM
1343
Kempner Capital Management
Texas
$2.49M -$1.02M -19,374 -30%
CLA
1344
Carnegie Lake Advisors
New Jersey
$2.48M -$99.8K -1,888 -4%
CSIC
1345
Clifford Swan Investment Counsel
California
$2.48M -$298K -5,635 -11%
SSA
1346
Sierra Summit Advisors
Nevada
$2.47M +$21.3K +403 +0.9%
WHC
1347
Wulff, Hansen & Co
California
$2.46M -$32K -605 -1%
SRC
1348
Shufro Rose & Co
New York
$2.45M -$312K -5,904 -12%
SWM
1349
Spire Wealth Management
Virginia
$2.45M -$179K -3,387 -7%
FCA
1350
FLC Capital Advisors
California
$2.45M -$45.2K -855 -2%