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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1726
Watermark Asset Management
California
$22K +$21.8K +918 New
BC
1727
Barnett & Company
Tennessee
$21K – – –
SBL
1728
Sargent Bickham Lagudis
Colorado
$20K -$12.7K -537 -39%
IF
1729
Ironwood Financial
Arizona
$19K – – –
CPA
1730
Cowen Prime Advisors
New York
$18K – – –
AA
1731
AlphaMark Advisors
Kentucky
$18K +$17.7K +744 New
PFO
1732
Pathstone Family Office
New Jersey
$17K +$17K +716 New
IP
1733
Isthmus Partners
Wisconsin
$16K – – –
GWA
1734
Guidant Wealth Advisors
Illinois
$16K +$4.75K +200 +40%
SIM
1735
Sonora Investment Management
Arizona
$15.7K – – –
CWM
1736
Cedar Wealth Management
California
$15K – – –
AIL
1737
AGF Investments LLC
Ontario, Canada
$15K +$1.57K +66 +12%
CWM
1738
Cranbrook Wealth Management
Michigan
$14K – – –
MAS
1739
Madden Advisory Services
Florida
$14K +$14.2K +600 New
TF
1740
Tompkins Financial
New York
$12K -$16.6K -700 -58%
AWMS
1741
Advocacy Wealth Management Services
Georgia
$12K – – –
HWP
1742
Hefty Wealth Partners
Indiana
$12K – – –
CFN
1743
Cordasco Financial Network
Florida
$11K – – –
GEA
1744
Glen Eagle Advisors
New Jersey
$10.1K – – –
FPB
1745
First PREMIER Bank
South Dakota
$9K – – –
SAM
1746
Shamrock Asset Management
Texas
$9K +$3.99K +168 +84%
LF
1747
Lee Financial
Texas
$7K -$47.8K -2,015 -87%
LWA
1748
Lowe Wealth Advisors
Maryland
$7K – – –
SLF
1749
Sun Life Financial
Ontario, Canada
$5.4K +$3.01K +127 New
AC
1750
Alexandria Capital
Virginia
$5K +$24 +1 +0.5%