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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1526
Mark Asset Management
New York
$1M -$47.4K -1,627 -5%
BCG
1527
Breakwater Capital Group
New Jersey
$1M +$35.7K +1,227 +4%
CTA
1528
Colonial Trust Advisors
South Carolina
$1M -$42.2K -1,451 -5%
GLA
1529
Good Life Advisors
Pennsylvania
$1,000K -$63.4K -2,178 -7%
CAM
1530
Columbia Asset Management
Michigan
$999K -$128K -4,385 -13%
PWP
1531
Pursue Wealth Partners
California
$994K +$165K +5,673 +24%
GWM
1532
Greenwich Wealth Management
Connecticut
$993K +$77.9K +2,675 +10%
HWA
1533
Heritage Wealth Advisors
Virginia
$993K -$57.3K -1,967 -6%
GM
1534
Granger Management
New York
$990K +$493K +16,925 +135%
PFA
1535
Pure Financial Advisors
California
$990K +$441K +15,154 +106%
DA
1536
Denali Advisors
California
$987K -$37.9K -1,300 -4%
SIA
1537
Sit Investment Associates
Minnesota
$986K -$27.6K -949 -3%
IF
1538
Intrua Financial
Texas
$985K +$142K +4,866 +20%
CVA
1539
Central Valley Advisors
California
$985K +$852K +29,246 New
MAM
1540
McLean Asset Management
Virginia
$984K -$37.8K -1,298 -4%
PCS
1541
Personal CFO Solutions
New Jersey
$979K -$21.4K -734 -2%
CAM
1542
Covenant Asset Management
New Jersey
$978K -$3.73K -128 -0.4%
WE
1543
Wealth Effects
Massachusetts
$978K -$29.8K -1,024 -3%
WAG
1544
Winthrop Advisory Group
Massachusetts
$977K +$24.2K +831 +3%
PWM
1545
Palumbo Wealth Management
New York
$974K -$310K -10,647 -27%
AOWM
1546
Alpha Omega Wealth Management
Virginia
$973K -$26.1K -895 -3%
GSC
1547
Grey Street Capital
Illinois
$969K +$7.37K +253 +0.9%
CP
1548
Canopy Partners
Ohio
$968K +$837K +28,738 New
QC
1549
Quent Capital
New York
$967K -$33.5K -1,149 -4%
SPI
1550
Sutton Place Investors
New York
$963K +$832K +28,587 New