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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1376
Aris Wealth Services
Pennsylvania
$51K -$634K -37,709 -92%
LYV
1377
Live Your Vision
Pennsylvania
$51K +$55.1K +3,276 New
WCM
1378
Wealthcare Capital Management
Virginia
$50K -$2.81K -167 -5%
BCA
1379
Bray Capital Advisors
Florida
$47K – – –
CFSG
1380
Community Financial Services Group
Vermont
$47K – – –
GI
1381
Gradient Investments
Minnesota
$47K +$202 +12 +0.4%
NCM
1382
Nelson Capital Management
California
$46K +$49.8K +2,960 New
FMP
1383
Financial Management Professionals
Texas
$44K – – –
CCS
1384
Crosspoint Capital Strategies
California
$43K -$995K -59,156 -96%
RI
1385
Redwood Investments
Massachusetts
$43K – – –
LWM
1386
Lenox Wealth Management
Ohio
$43K +$1.06K +63 +2%
SIG
1387
Stanford Investment Group
California
$42K – – –
PAI
1388
Pittenger & Anderson Inc
Nebraska
$42K +$28.8K +1,710 +171%
RFA
1389
Reilly Financial Advisors
California
$41K -$58.9K -3,500 -57%
MIP
1390
Mondrian Investment Partners
United Kingdom
$41K – – –
CK
1391
Carnick & Kubik
Colorado
$39.3K +$42.5K +2,525 New
SA
1392
SRH Advisors
Kansas
$38K – – –
OC
1393
Oakworth Capital
Alabama
$36K – – –
WA
1394
Waverly Advisors
Alabama
$36K – – –
BWFA
1395
Baltimore-Washington Financial Advisors
Maryland
$36K +$39.6K +2,355 New
RCG
1396
Ruggie Capital Group
Florida
$34K -$3.52K -209 -9%
RA
1397
Rational Advisors
New York
$34K – – –
WA
1398
WealthTrust-Arizona
Arizona
$34K +$17 +1 +0%
PCM
1399
Prelude Capital Management
New York
$34K +$36.9K +2,191 New
NHFG
1400
New Harbor Financial Group
Massachusetts
$33K – – –