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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1651
BCS Wealth Management
Tennessee
$1.2M +$749K +17,808 +237%
CPCM
1652
Cardinal Point Capital Management
Ontario, Canada
$1.2M +$195K +4,644 +22%
CFD
1653
Creative Financial Designs
Indiana
$1.2M -$447K -10,634 -30%
MLL
1654
Moody Lynn & Lieberson
Massachusetts
$1.19M +$11.5K +273 +1%
MCM
1655
Manchester Capital Management
Vermont
$1.19M -$78.5K -1,865 -7%
AFP
1656
Ausdal Financial Partners
Iowa
$1.19M -$165K -3,915 -13%
GSWM
1657
Golden State Wealth Management
California
$1.18M +$32K +761 +3%
TA
1658
TKG Advisors
Indiana
$1.18M -$1.1M -26,246 -51%
VRM
1659
Vectors Research Management
New York
$1.18M
GLLW
1660
Graves Light Lenhart Wealth
Virginia
$1.18M +$337 +8 +0%
AI
1661
Accredited Investors
Minnesota
$1.18M +$44.8K +1,066 +4%
GLA
1662
Good Life Advisors
Pennsylvania
$1.18M -$86.1K -2,047 -8%
III
1663
Independent Investors Inc
New York
$1.18M
SOAMC
1664
Spirit of America Management Corp
New York
$1.18M
CG
1665
Corundum Group
Colorado
$1.18M +$17.1K +407 +2%
WE
1666
Wealth Effects
Massachusetts
$1.18M +$96.8K +2,300 +10%
GS
1667
GTS Securities
Florida
$1.17M -$408K -9,696 -28%
AC
1668
Avenir Corporation
Virginia
$1.17M -$2.52K -60 -0.2%
SWA
1669
Sax Wealth Advisors
New Jersey
$1.17M +$502K +11,921 +94%
CUAMC
1670
China Universal Asset Management Company
China
$1.17M -$564K -13,415 -35%
IFPG
1671
Intrepid Financial Planning Group
Indiana
$1.17M +$10.6K +251 +1%
RPC
1672
Rossmore Private Capital
Connecticut
$1.16M -$34.7K -825 -3%
BDF
1673
Black Diamond Financial
Maryland
$1.16M -$20.7K -493 -2%
WCM
1674
Washington Capital Management
Washington
$1.16M
FMB
1675
Field & Main Bank
Kentucky
$1.16M +$6.31K +150 +0.6%