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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
1476
TD Ameritrade Investment Management
Nebraska
$654K +$292K +10,344 +77%
WP
1477
WealthPLAN Partners
Nebraska
$652K +$34.8K +1,232 +6%
MWM
1478
Mission Wealth Management
California
$652K +$60K +2,124 +10%
WAG
1479
Winthrop Advisory Group
Massachusetts
$648K +$29.5K +1,045 +5%
CCT
1480
Country Club Trust
Missouri
$642K -$8.48K -300 -1%
TCOO
1481
Trust Company of Oklahoma
Oklahoma
$642K -$146K -5,150 -18%
WPA
1482
West Paces Advisors
Georgia
$641K
HCM
1483
HMS Capital Management
Tennessee
$641K
BBP
1484
Banco BTG Pactual
Brazil
$639K +$654K +23,154 New
KJWM
1485
Kiley Juergens Wealth Management
Washington
$637K -$23.7K -839 -4%
RCC
1486
Red Cedar Capital
Nebraska
$634K
NWS
1487
Newport Wealth Strategies
California
$634K +$181K +6,403 +41%
CPA
1488
Clear Perspective Advisors
Illinois
$630K +$24K +850 +4%
FWP
1489
FAS Wealth Partners
Kansas
$625K +$92.3K +3,266 +17%
OAMG
1490
Odey Asset Management Group
United Kingdom
$621K -$6.39M -226,000 -91%
ACA
1491
Atlas Capital Advisors
Wyoming
$621K -$315K -11,163 -33%
BIM
1492
Baldwin Investment Management
Pennsylvania
$619K -$144K -5,100 -19%
GCP
1493
GSA Capital Partners
United Kingdom
$619K +$357K +12,632 +129%
EWM
1494
Evermay Wealth Management
Virginia
$617K -$17.7K -625 -3%
FA
1495
Fortis Advisors
Pennsylvania
$617K
Balyasny Asset Management
1496
Balyasny Asset Management
Illinois
$616K -$1.83M -64,738 -74%
CWM
1497
Circle Wealth Management
New Jersey
$616K +$278K +9,825 +79%
PFM
1498
Premier Fund Managers
United Kingdom
$615K -$4.98M -176,230 -89%
MWP
1499
MYCIO Wealth Partners
Pennsylvania
$614K -$27.2K -961 -4%
IRC
1500
Investors Research Corp
Georgia
$614K