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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
2051
Cowen Prime Advisors
New York
$18K – – –
MFT
2052
Moisand Fitzgerald Tamayo
Florida
$17K -$3.26K -131 -15%
EWM
2053
Elmwood Wealth Management
California
$17K – – –
PP
2054
PrairieView Partners
Minnesota
$17K +$50 +2 +0.3%
AIA
2055
Arcadia Investment Advisors
Idaho
$16.9K +$17.4K +700 New
HWM
2056
HighMark Wealth Management
Minnesota
$16K -$1.84K -74 -11%
SSWG
2057
Seven Springs Wealth Group
Tennessee
$16K – – –
PCTC
2058
Perkins Coie Trust Company
Washington
$15K – – –
BAMG
2059
Brand Asset Management Group
Missouri
$14K – – –
CWM
2060
Cranbrook Wealth Management
Michigan
$14K – – –
CYG
2061
Clean Yield Group
Vermont
$13K – – –
NIM
2062
NuWave Investment Management
New Jersey
$12K +$2.76K +111 +29%
CAGAS
2063
Capital Advisory Group Advisory Services
Minnesota
$10K – – –
CAM
2064
ClariVest Asset Management
California
$9K -$1.74K -70 -15%
CTB
2065
Country Trust Bank
Illinois
$8K – – –
PAI
2066
Pittenger & Anderson Inc
Nebraska
$8K – – –
LWA
2067
Lenox Wealth Advisors
New York
$7K -$20K -804 -73%
LF
2068
Lee Financial
Texas
$7K -$15K -601 -66%
JWM
2069
Janiczek Wealth Management
Colorado
$7K -$9.69K -389 -57%
NC
2070
NewSquare Capital
Pennsylvania
$7K -$5.65K -227 -43%
WLPWM
2071
Walled Lake Planning & Wealth Management
Illinois
$7K – – –
IFAM
2072
Institutional & Family Asset Management
Colorado
$7K +$25 +1 +0.3%
PFA
2073
Professional Financial Advisors
Nebraska
$7K +$7.47K +300 New
WAS
2074
Winch Advisory Services
Wisconsin
$6K -$3.66K -147 -36%
HCA
2075
Horan Capital Advisors
Ohio
$6K +$5.95K +239 New