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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1476
Orca Wealth Management
Florida
$1.54M +$1.54M +34,963 New
JWWM
1477
Johnson & White Wealth Management
Pennsylvania
$1.54M -$5.46K -124 -0.4%
FOFP
1478
Fee-Only Financial Planning
South Carolina
$1.53M -$8.8K -200 -0.6%
FNFDCM
1479
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.53M -$146K -3,325 -9%
PC
1480
Prairiewood Capital
North Dakota
$1.53M -$291K -6,617 -16%
WMA
1481
Wealth Management Associates
New Jersey
$1.53M -$43.4K -986 -3%
SFA
1482
Souders Financial Advisors
Ohio
$1.52M -$225K -5,123 -13%
Welch Group
1483
Welch Group
Alabama
$1.52M -$342K -7,781 -18%
BIP
1484
Blueprint Investment Partners
North Carolina
$1.52M +$433K +9,835 +40%
CUAMC
1485
China Universal Asset Management Company
China
$1.52M +$409K +9,286 +37%
CWM
1486
Connecticut Wealth Management
Connecticut
$1.52M -$140K -3,189 -8%
MCM
1487
Mill Capital Management
North Carolina
$1.51M -$31.9K -724 -2%
AIM
1488
Aspen Investment Management
Michigan
$1.51M – – –
CNAM
1489
Campbell Newman Asset Management
Wisconsin
$1.51M – – –
PWP
1490
Precedent Wealth Partners
Texas
$1.51M +$17.6K +400 +1%
SAM
1491
SignalPoint Asset Management
Missouri
$1.51M -$19.2K -437 -1%
Haverford Trust Company
1492
Haverford Trust Company
Pennsylvania
$1.5M -$9.63K -219 -0.6%
AB
1493
ANB Bank
Colorado
$1.5M +$1.5M +34,162 New
RP
1494
Raelipskie Partnership
Ontario, Canada
$1.5M +$44 +1 +0%
PCS
1495
Personal CFO Solutions
New Jersey
$1.5M +$56.1K +1,275 +4%
SCM
1496
Sirios Capital Management
Massachusetts
$1.5M -$49.2K -1,118 -3%
SAW
1497
Signal Advisors Wealth
Michigan
$1.49M -$12.1K -274 -0.8%
FHA
1498
Flagship Harbor Advisors
Massachusetts
$1.49M -$159K -3,610 -10%
ACG
1499
Allen Capital Group
Nebraska
$1.49M +$75.5K +1,715 +5%
KCM
1500
Kathmere Capital Management
Pennsylvania
$1.49M +$131K +2,978 +10%