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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MS
1701
Madden Securities
Texas
$674K -$17.2K -499 -3%
HHGA
1702
Halbert Hargrove Global Advisors
California
$674K +$134K +3,878 +29%
RWB
1703
RMR Wealth Builders
New Jersey
$674K +$240K +6,958 +67%
MFG
1704
Magnus Financial Group
New York
$673K -$435K -12,597 -42%
LWA
1705
Lineweaver Wealth Advisors
Ohio
$673K +$88.1K +2,552 +17%
WA
1706
Waverly Advisors
Alabama
$672K +$119K +3,455 +27%
MSAM
1707
Moloney Securities Asset Management
Missouri
$672K +$121K +3,497 +25%
CWS
1708
Cypress Wealth Services
California
$671K -$1.62K -47 -0.3%
LPIC
1709
LeJeune Puetz Investment Counsel
Michigan
$671K
ICM
1710
IMS Capital Management
Oregon
$668K +$9.56K +277 +2%
JF
1711
Jump Financial
Illinois
$667K +$336K +9,740 +130%
FCFC
1712
First Citizens Financial Corp
Iowa
$666K -$13.5K -390 -2%
CCM
1713
CAAS Capital Management
New York
$666K +$594K +17,208 New
WAM
1714
WNY Asset Management
New York
$665K -$517K -14,979 -47%
HCM
1715
Howland Capital Management
Massachusetts
$665K +$88.9K +2,576 +18%
FNBOH
1716
First National Bank of Hutchinson
Kansas
$664K +$95.3K +2,762 +19%
ACP
1717
Arcus Capital Partners
Georgia
$664K +$344K +9,962 +138%
FBC
1718
Fairfield, Bush & Co
Connecticut
$662K -$44.9K -1,300 -7%
DCM
1719
Donaldson Capital Management
Indiana
$659K -$105K -3,054 -15%
SFP
1720
Shepherd Financial Partners
Massachusetts
$658K +$932 +27 +0.2%
MAWCM
1721
Mine & Arao Wealth Creation & Management
California
$657K -$61.7K -1,787 -10%
IWA
1722
Intercontinental Wealth Advisors
Texas
$657K +$3.8K +110 +0.7%
FMN
1723
Financial Management Network
California
$656K +$170K +4,933 +44%
PCM
1724
Palisade Capital Management
New Jersey
$654K -$452K -13,100 -44%
FWSM
1725
First Wilshire Securities Management
California
$654K -$94K -2,725 -14%