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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SL
1501
Signition LP
New York
$573K +$592K +19,442 New
KFGK
1502
Keystone Financial Group (Kentucky)
Kentucky
$572K +$335K +11,000 +133%
CLOS
1503
Compagnie Lombard Odier SCmA
Switzerland
$569K -$125K -4,097 -18%
BWM
1504
BigSur Wealth Management
Florida
$567K -$104K -3,400 -15%
PV
1505
Private Vista
Illinois
$567K -$55.5K -1,822 -9%
HCM
1506
HMS Capital Management
Tennessee
$565K +$584K +19,175 New
EF
1507
Empirical Finance
Pennsylvania
$558K +$64K +2,100 +12%
Jones Financial Companies
1508
Jones Financial Companies
Missouri
$556K +$81.6K +2,679 +17%
BMM
1509
Buffington Mohr McNeal
Idaho
$555K +$7.61K +250 +1%
AWA
1510
ARS Wealth Advisors
Florida
$554K -$17.8K -586 -3%
FCMT
1511
Founders Capital Management (Texas)
Texas
$554K
FPFS
1512
First Personal Financial Services
North Carolina
$553K -$10.7K -350 -2%
PHS
1513
Pekin Hardy Strauss
Illinois
$550K
SWM
1514
Segment Wealth Management
Texas
$550K +$457 +15 +0.1%
JCM
1515
Janney Capital Management
Pennsylvania
$550K +$10.2K +336 +2%
BI
1516
Bramshill Investments
Florida
$549K +$20.5K +673 +4%
DAS
1517
Dynamic Advisor Solutions
Arizona
$548K +$34.7K +1,140 +7%
BMC
1518
Benin Management Corp
Connecticut
$544K +$91 +3 +0%
RA
1519
Rational Advisors
New York
$540K -$653K -21,430 -54%
JIP
1520
Jaffetilchin Investment Partners
Florida
$540K -$277K -9,107 -33%
SAA
1521
Southeast Asset Advisors
Georgia
$539K +$640 +21 +0.1%
GC
1522
Gratus Capital
Georgia
$538K +$74.4K +2,444 +15%
MWM
1523
Mission Wealth Management
California
$537K -$357K -11,718 -39%
TC
1524
Truvestments Capital
Florida
$537K -$22.7K -746 -4%
CC
1525
Cedar Capital
Illinois
$536K +$79.5K +2,610 +17%