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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RL
1726
Rogco LP
Oklahoma
$944K +$134K +3,012 +15%
ST
1727
Sentinel Trust
Texas
$944K -$236K -5,285 -19%
WE
1728
Wealth Effects
Massachusetts
$940K +$35.5K +796 +4%
NGA
1729
Naples Global Advisors
Florida
$936K -$9.09K -204 -0.9%
RWB
1730
RMR Wealth Builders
New Jersey
$936K -$100K -2,247 -9%
ATS
1731
Ashton Thomas Securities
New York
$934K +$2.94K +66 +0.3%
WP
1732
Westmount Partners
California
$933K -$3.61K -81 -0.4%
Mairs & Power Inc
1733
Mairs & Power Inc
Minnesota
$932K -$11.1K -250 -1%
RBFC
1734
Roman Butler Fullerton & Co
Missouri
$930K +$19.7K +442 +2%
CA
1735
Continuum Advisory
Idaho
$926K +$245K +5,489 +33%
JAFL
1736
Jay A. Fishman Ltd
Michigan
$924K – – –
FAIM
1737
Financial Advocates Investment Management
Washington
$920K -$381K -8,552 -28%
FFM
1738
Fullerton Fund Management
Singapore
$918K +$980K +21,991 New
FPWM
1739
FSB Premier Wealth Management
Iowa
$918K +$89.2K +2,002 +10%
TCM
1740
Traynor Capital Management
Pennsylvania
$917K +$10.8K +242 +1%
CIA
1741
Citadel Investment Advisory
Ohio
$914K – – –
SIS
1742
Sound Income Strategies
Florida
$913K -$56.9K -1,276 -6%
CCM
1743
CAAS Capital Management
New York
$913K -$95K -2,133 -9%
EWM
1744
Edge Wealth Management
New York
$911K -$22.2K -499 -2%
CC
1745
Callan Capital
California
$911K +$10.6K +237 +1%
CGF
1746
Constant Guidance Financial
Massachusetts
$910K +$972K +21,802 New
CM
1747
Cercano Management
Washington
$908K – – –
KFI
1748
Key Financial Inc
Pennsylvania
$906K -$66.2K -1,485 -6%
EFL
1749
ERn Financial LLC
Wisconsin
$904K -$14.1K -316 -1%
CH
1750
Cromwell Holdings
Wyoming
$902K – – –