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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
1651
Black Maple Capital Management
Wisconsin
$811K -$175K -6,000 -20%
IFPG
1652
Intrepid Financial Planning Group
Indiana
$809K
CCP
1653
Clough Capital Partners
Massachusetts
$808K -$160K -5,500 -19%
KFI
1654
Key Financial Inc
Pennsylvania
$803K +$213K +7,325 +44%
CFMC
1655
Curbstone Financial Management Corp
New Hampshire
$801K +$5.82K +200 +0.8%
MCM
1656
Mitchell Capital Management
Kansas
$801K
BFA
1657
Beacon Financial Advisory
Ohio
$800K -$4.98K -171 -0.7%
CIA
1658
Citadel Investment Advisory
Ohio
$799K -$13.7K -470 -2%
PFSC
1659
Peoples Financial Services Corp
Pennsylvania
$799K -$33.6K -1,154 -5%
HAC
1660
Harbor Advisory Corp
New Hampshire
$798K -$150K -5,150 -18%
Fuller & Thaler Asset Management
1661
Fuller & Thaler Asset Management
California
$796K +$140K +4,825 +26%
PCM
1662
Prelude Capital Management
New York
$794K +$440K +15,104 +178%
AI
1663
Accredited Investors
Minnesota
$794K -$27.7K -952 -4%
UL
1664
Unionview LLC
Washington
$792K +$2.91K +100 +0.4%
WP
1665
Westmount Partners
California
$791K -$10.4K -357 -1%
MLL
1666
Moody Lynn & Lieberson
Massachusetts
$790K -$56.4K -1,938 -8%
CFP
1667
Catalyst Financial Partners
Massachusetts
$785K +$15.6K +537 +2%
FCA
1668
FinTrust Capital Advisors
South Carolina
$781K -$81.6K -2,802 -11%
MC
1669
Miramar Capital
Illinois
$778K -$29.2K -1,004 -4%
PWMG
1670
Provence Wealth Management Group
California
$778K +$87.3K +2,997 +15%
SG
1671
StoneX Group
New York
$777K -$48.7K -1,673 -7%
AA
1672
Advisory Alpha
Michigan
$777K +$58.7K +2,015 +10%
CRI
1673
Colonial River Investments
Virginia
$774K -$337K -11,564 -33%
CCWM
1674
Cassaday & Co Wealth Management
Virginia
$769K +$26.4K +908 +4%
EWM
1675
Edge Wealth Management
New York
$769K -$376K -12,913 -36%