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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1351
Brave Asset Management
New Jersey
$63K +$19.7K +1,226 +43%
GWA
1352
Genesis Wealth Advisors
Massachusetts
$61.7K – – –
GI
1353
Gradient Investments
Minnesota
$59K +$2.18K +136 +4%
MMG
1354
Monetary Management Group
Missouri
$58K – – –
BC
1355
Bartlett & Co
Ohio
$58K +$8.83K +550 +17%
TIM
1356
Tortoise Investment Management
New York
$57K -$7.36K -458 -11%
WCM
1357
Wealthcare Capital Management
Virginia
$57K +$8.03K +500 +15%
PAI
1358
Pittenger & Anderson Inc
Nebraska
$54K – – –
ACS
1359
Archford Capital Strategies
Illinois
$51.2K -$2.28K -142 -4%
UFA
1360
US Financial Advisors
Massachusetts
$51K -$14.5K -904 -22%
RFA
1361
Reilly Financial Advisors
California
$49K +$1.75K +109 +4%
HR
1362
Howe & Rusling
New York
$48K -$658 -41 -1%
CFSG
1363
Community Financial Services Group
Vermont
$47K – – –
IF
1364
Ironwood Financial
Arizona
$46K -$658 -41 -1%
NCM
1365
Nelson Capital Management
California
$46K – – –
FMP
1366
Financial Management Professionals
Texas
$44K – – –
RI
1367
Redwood Investments
Massachusetts
$43K – – –
SIG
1368
Stanford Investment Group
California
$42K – – –
MIP
1369
Mondrian Investment Partners
United Kingdom
$41K – – –
LWM
1370
Lenox Wealth Management
Ohio
$41K +$1.61K +100 +4%
RCG
1371
Ruggie Capital Group
Florida
$39K +$8.14K +507 +25%
SA
1372
SRH Advisors
Kansas
$37K – – –
PIA
1373
Piedmont Investment Advisors
North Carolina
$36.6K – – –
OC
1374
Oakworth Capital
Alabama
$36K – – –
WA
1375
Waverly Advisors
Alabama
$36K +$7.6K +473 +25%