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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1851
Destination Wealth Management
California
$201K -$135K -4,509 -39%
WA
1852
Winfield Associates
Ohio
$197K
RCG
1853
Ruggie Capital Group
Florida
$194K +$507 +17 +0.3%
ACS
1854
Archford Capital Strategies
Illinois
$190K +$13.4K +450 +7%
BWL
1855
Bogart Wealth LLC
Virginia
$175K
BCWM
1856
Bartlett & Co Wealth Management
Ohio
$173K +$48.4K +1,621 +36%
AC
1857
Avestar Capital
New York
$173K +$29.3K +983 +18%
BC
1858
Bartlett & Co
Ohio
$173K +$48.4K +1,621 +36%
AAC
1859
Asset Advisors Corp
Georgia
$172K -$209 -7 -0.1%
LWA
1860
Lenox Wealth Advisors
New York
$166K -$10.3K -344 -6%
GI
1861
Gradient Investments
Minnesota
$163K +$2.18K +73 +1%
CB
1862
Community Bank
New York
$162K -$31.9K -1,068 -16%
WCM
1863
Wunderlich Capital Managemnt
Tennessee
$148K -$2.69K -90 -2%
TFO
1864
Tarbox Family Office
California
$144K -$865 -29 -0.6%
RFM
1865
Royal Fund Management
Florida
$142K +$1.79K +60 +1%
CCM
1866
Cribstone Capital Management
Maine
$140K -$20.1K -675 -12%
BFC
1867
Bedel Financial Consulting
Indiana
$138K -$135K -4,532 -48%
VCM
1868
Versant Capital Management
Arizona
$137K +$97.1K +3,256 +201%
HFM
1869
Harvest Fund Management
China
$135K -$75.8K -2,542 -35%
WC
1870
Whitnell & Co
Illinois
$134K +$142K +4,745 New
PG
1871
Patten Group
Tennessee
$133K +$24.3K +815 +21%
M
1872
MOTCO
Texas
$132K
AAP
1873
Arax Advisory Partners
Colorado
$132K +$13.6K +456 +11%
OHS
1874
Odey Holdings (Switzerland)
Switzerland
$130K
BWA
1875
Burt Wealth Advisors
Maryland
$127K