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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
1901
Cypress Capital Management (Wyoming)
Wyoming
$134K -$7.13K -227 -5%
SAM
1902
Security Asset Management
New York
$131K +$76K +2,419 +124%
BA
1903
Ballew Advisors
Mississippi
$129K +$135K +4,300 New
TIM
1904
Tortoise Investment Management
New York
$128K -$23.6K -750 -15%
HFP
1905
Holistic Financial Partners
Indiana
$127K -$15.2K -483 -10%
SAS
1906
Stelac Advisory Services
New York
$127K -$6.38K -203 -5%
AAP
1907
Arax Advisory Partners
Colorado
$127K +$48.6K +1,548 +57%
RP
1908
Rowlandmiller & Partners
Georgia
$126K -$20.4K -650 -13%
LWM
1909
Lenox Wealth Management
Ohio
$126K +$12.3K +392 +10%
MWM
1910
Mascoma Wealth Management
New Hampshire
$121K +$3.86K +123 +3%
PG
1911
Patten Group
Tennessee
$117K
SIAS
1912
Shine Investment Advisory Services
Colorado
$117K +$2.26K +72 +2%
AIS
1913
Accurate Investment Solutions
Pennsylvania
$114K -$2.39K -76 -2%
BCM
1914
Blume Capital Management
California
$110K
AWA
1915
Acorn Wealth Advisors
Michigan
$109K +$10.7K +340 +10%
VCM
1916
Virtue Capital Management
Tennessee
$108K +$112K +3,561 New
RWG
1917
Regal Wealth Group
California
$107K +$31 +1 +0%
MCWS
1918
McKinley Carter Wealth Services
West Virginia
$105K +$110K +3,499 New
GFP
1919
Gryphon Financial Partners
Ohio
$103K -$4.12K -131 -4%
NWM
1920
Northwest Wealth Management
Iowa
$100K +$104K +3,304 New
FEG
1921
Financial Enhancement Group
Indiana
$100K +$105K +3,342 New
AIM
1922
Acropolis Investment Management
Missouri
$100K +$105K +3,350 New
SBL
1923
Sargent Bickham Lagudis
Colorado
$96K +$14.7K +468 +17%
ACM
1924
Armbruster Capital Management
New York
$93K
WCM
1925
Wealthcare Capital Management
Virginia
$92K -$6.09K -194 -6%