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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
1701
Osborne Partners Capital Management
California
$675K -$64K -1,856 -10%
MS
1702
Madden Securities
Texas
$674K -$17.2K -499 -3%
HHGA
1703
Halbert Hargrove Global Advisors
California
$674K +$134K +3,878 +29%
RWB
1704
RMR Wealth Builders
New Jersey
$674K +$240K +6,958 +67%
MFG
1705
Magnus Financial Group
New York
$673K -$435K -12,597 -42%
LWA
1706
Lineweaver Wealth Advisors
Ohio
$673K +$88.1K +2,552 +17%
Waverly Advisors
1707
Waverly Advisors
Alabama
$672K +$119K +3,455 +27%
MSAM
1708
Moloney Securities Asset Management
Missouri
$672K +$121K +3,497 +25%
CWS
1709
Cypress Wealth Services
California
$671K -$1.62K -47 -0.3%
LPIC
1710
LeJeune Puetz Investment Counsel
Michigan
$671K – – –
ICM
1711
IMS Capital Management
Oregon
$668K +$9.56K +277 +2%
Jump Financial
1712
Jump Financial
Illinois
$667K +$336K +9,740 +130%
FCFC
1713
First Citizens Financial Corp
Iowa
$666K -$13.5K -390 -2%
CCM
1714
CAAS Capital Management
New York
$666K +$594K +17,208 New
WAM
1715
WNY Asset Management
New York
$665K -$517K -14,979 -47%
HCM
1716
Howland Capital Management
Massachusetts
$665K +$88.9K +2,576 +18%
FNBOH
1717
First National Bank of Hutchinson
Kansas
$664K +$95.3K +2,762 +19%
ACP
1718
Arcus Capital Partners
Georgia
$664K +$344K +9,962 +138%
FBC
1719
Fairfield, Bush & Co
Connecticut
$662K -$44.9K -1,300 -7%
Donaldson Capital Management
1720
Donaldson Capital Management
Indiana
$659K -$105K -3,054 -15%
SFP
1721
Shepherd Financial Partners
Massachusetts
$658K +$932 +27 +0.2%
MAWCM
1722
Mine & Arao Wealth Creation & Management
California
$657K -$61.7K -1,787 -10%
IWA
1723
Intercontinental Wealth Advisors
Texas
$657K +$3.8K +110 +0.7%
FMN
1724
Financial Management Network
California
$656K +$170K +4,933 +44%
Palisade Capital Management
1725
Palisade Capital Management
New Jersey
$654K -$452K -13,100 -44%