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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DDC
1801
DF Dent & Co
Maryland
$582K -$8.78K -218 -2%
RRCM
1802
Rappaport Reiches Capital Management
Illinois
$580K -$113K -2,812 -17%
CWS
1803
Cypress Wealth Services
California
$576K -$92.4K -2,294 -14%
SOW
1804
State of Wyoming
Wyoming
$575K +$330K +8,196 +154%
PFWA
1805
Paces Ferry Wealth Advisors
Georgia
$574K -$12.8K -319 -2%
MMA
1806
Miracle Mile Advisors
California
$573K +$57.3K +1,423 +12%
WP
1807
WealthShield Partners
North Carolina
$572K -$102K -2,523 -16%
C
1808
Certuity
Florida
$571K -$23.8K -591 -4%
SFG
1809
SNS Financial Group
Minnesota
$570K -$5.36K -133 -1%
TAM
1810
Townsend Asset Management
North Carolina
$570K -$2.3K -57 -0.4%
NFG
1811
Nadler Financial Group
Illinois
$570K +$23.7K +589 +5%
KA
1812
Kercheville Advisors
Texas
$569K +$12.3K +306 +2%
TCM
1813
Towercrest Capital Management
Pennsylvania
$567K +$4.03K +100 +0.8%
MPI
1814
Mairs & Power Inc
Minnesota
$567K +$28.2K +700 +6%
RWB
1815
RMR Wealth Builders
New Jersey
$567K +$61.3K +1,522 +13%
OR
1816
Olympiad Research
Connecticut
$567K +$153K +3,789 +40%
BT
1817
Brandywine Trust
Delaware
$566K – – –
SFS
1818
Summit Financial Strategies
Ohio
$566K +$403 +10 +0.1%
GM
1819
GeoWealth Management
Illinois
$564K -$60.7K -1,506 -10%
FFG
1820
Frisch Financial Group
New York
$562K -$37.7K -937 -7%
VFA
1821
Voya Financial Advisors
Connecticut
$562K +$12.1K +300 +2%
SB
1822
Sunflower Bank
Texas
$561K -$98.2K -2,437 -16%
AP
1823
Atwood & Palmer
Missouri
$561K – – –
CIC
1824
Chilton Investment Company
Connecticut
$561K +$129K +3,200 +32%
PPP
1825
Private Portfolio Partners
New Jersey
$561K +$443 +11 +0.1%