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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1376
Pinnacle Wealth Planning Services
Ohio
$1.03M +$11.2K +419 +1%
GSWM
1377
Golden State Wealth Management
California
$1.02M +$286K +10,678 +46%
IIA
1378
IPG Investment Advisors
California
$1.02M -$13.4K -500 -1%
YIA
1379
YHB Investment Advisors
Connecticut
$1.02M +$3.48K +130 +0.4%
KJWM
1380
Kiley Juergens Wealth Management
Washington
$1.02M +$30.3K +1,130 +3%
BCM
1381
Buckhead Capital Management
Georgia
$1.01M -$8.95K -334 -1%
BCM
1382
Banyan Capital Management
Georgia
$1.01M +$898K +33,501 New
PCM
1383
Princeton Capital Management
New Jersey
$1.01M +$1.55K +58 +0.2%
VCAM
1384
Van Cleef Asset Management
Ohio
$1.01M +$18K +672 +2%
CL
1385
COWA LLC
Oklahoma
$1.01M +$811K +30,275 New
NP
1386
NorthRock Partners
Minnesota
$1M -$67.8K -2,528 -7%
AFAS
1387
Acorn Financial Advisory Services
Virginia
$1M -$2.38K -89 -0.3%
RIG
1388
Roosevelt Investment Group
New York
$1M
PG
1389
Proffitt & Goodson
Tennessee
$1M -$11.9K -445 -1%
PP
1390
Pegasus Partners
Wisconsin
$998K +$23.5K +875 +3%
OIM
1391
Oder Investment Management
California
$997K +$881K +32,871 New
RCAG
1392
Rehmann Capital Advisory Group
Michigan
$994K +$40.2K +1,498 +5%
PIM
1393
Perpetual Investment Management
Australia
$992K +$887K +33,100 New
CCWA
1394
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$991K -$52.8K -1,971 -6%
WI
1395
WrapManager Inc
California
$991K +$267K +9,950 +44%
IA
1396
IFG Advisory
Georgia
$989K -$171K -6,362 -16%
TNB
1397
TCF National Bank
South Dakota
$988K -$157K -5,858 -15%
AAM
1398
Augustine Asset Management
Florida
$985K -$235K -8,759 -21%
HCM
1399
Horrell Capital Management
Arkansas
$981K +$3.14K +117 +0.4%
WMA
1400
Wealth Management Associates
New Jersey
$980K +$1.5K +56 +0.2%