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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PSB
1901
Passumpsic Savings Bank
Vermont
$610K +$552K +16,090 New
NFA
1902
Northern Financial Advisors
Michigan
$610K +$34 +1 +0%
FC
1903
Forte Capital
New York
$609K -$10.3K -300 -2%
BHA
1904
Beech Hill Advisors
New York
$609K
HWA
1905
HHM Wealth Advisors
Tennessee
$608K +$1.3K +38 +0.2%
ACM
1906
AlphaStar Capital Management
North Carolina
$604K +$196K +5,720 +56%
CSB
1907
City State Bank
Iowa
$604K
TCM
1908
Traynor Capital Management
Pennsylvania
$604K -$19.4K -566 -3%
CWM
1909
C2C Wealth Management
Arizona
$603K -$79K -2,300 -13%
PWAC
1910
Private Wealth Advisors (California)
California
$603K +$858 +25 +0.2%
WA
1911
WealthTrust Axiom
Pennsylvania
$601K -$25.7K -750 -5%
AWAP
1912
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$601K -$22.4K -652 -4%
CI
1913
Cavalier Investments
Georgia
$600K +$29.1K +849 +6%
GPI
1914
General Partner Inc
Pennsylvania
$600K
WGC
1915
Watts Gwilliam & Co
Arizona
$600K +$535K +15,581 New
EFSCE
1916
Enterprise Financial Services Corp (EFSC)
Missouri
$599K -$11.7K -340 -2%
BIA
1917
Barry Investment Advisors
Massachusetts
$599K +$56.1K +1,633 +12%
FFG
1918
Frisch Financial Group
New York
$599K +$8.86K +258 +2%
TCBWMS
1919
Texas Capital Bank Wealth Management Services
Texas
$599K -$1.09M -31,751 -67%
SMWM
1920
Silvia McColl Wealth Management
California
$598K
PCP
1921
Proficio Capital Partners
Massachusetts
$597K +$52.6K +1,533 +11%
TPWA
1922
TRUE Private Wealth Advisors
Oregon
$597K -$343 -10 -0.1%
VCM
1923
Virtue Capital Management
Tennessee
$595K +$25.2K +733 +5%
HIC
1924
Harvey Investment Company
Kentucky
$595K
AFAS
1925
Acorn Financial Advisory Services
Virginia
$595K -$34K -990 -6%