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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PWAC
1851
Private Wealth Advisors (California)
California
$216K -$53.8K -1,795 -15%
SMC
1852
Smith, Moore & Co
Missouri
$215K -$21.5K -718 -7%
TWM
1853
Titus Wealth Management
California
$215K -$17.7K -589 -5%
MSA
1854
Marino Stram & Associates
Massachusetts
$215K +$1.35K +45 +0.4%
PD
1855
Planning Directions
Pennsylvania
$215K +$303K +10,107 New
BC
1856
Brio Consultants
California
$214K -$7.64K -255 -2%
IIM
1857
Ipswich Investment Management
Massachusetts
$214K
WGA
1858
Weather Gauge Advisory
Virginia
$214K
FIA
1859
FNY Investment Advisers
New York
$213K +$301K +10,050 New
RCM
1860
Requisite Capital Management
Texas
$212K -$1.02M -34,037 -77%
SAM
1861
Smithbridge Asset Management
Pennsylvania
$212K
SCC
1862
Second Curve Capital
Pennsylvania
$212K +$300K +10,000 New
FCM
1863
Fortis Capital Management
Washington
$211K -$1.54M -51,223 -84%
CIM
1864
Confluence Investment Management
Missouri
$211K -$80K -2,667 -21%
IIM
1865
Ironwood Investment Management
Massachusetts
$211K -$20.2K -675 -6%
CAC
1866
Certified Advisory Corp
Florida
$211K +$719 +24 +0.2%
BWAM
1867
Boyd Watterson Asset Management
Ohio
$211K +$16.6K +554 +6%
THWM
1868
Taylor Hoffman Wealth Management
Virginia
$211K +$48.6K +1,622 +19%
XM
1869
XTX Markets
New York
$211K +$298K +9,940 New
VBFP
1870
Valtinson Bruner Financial Planning
Minnesota
$210K
Verition Fund Management
1871
Verition Fund Management
Connecticut
$208K +$294K +9,821 New
PIM
1872
Penobscot Investment Management
Massachusetts
$207K -$6.59K -220 -2%
MIM
1873
Moseley Investment Management
Florida
$206K +$7.2K +240 +3%
BC
1874
Brinker Capital
Pennsylvania
$204K -$110K -3,672 -28%
RW
1875
REDW Wealth
New Mexico
$204K -$27K -900 -9%