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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2101
Filbrandt Wealth Management
Wisconsin
$10K +$307 +13 +3%
WAS
2102
Winch Advisory Services
Wisconsin
$10K +$3.57K +151 +58%
CAGAS
2103
Capital Advisory Group Advisory Services
Minnesota
$9K
NIM
2104
NuWave Investment Management
New Jersey
$9K +$9.05K +383 New
CTB
2105
Country Trust Bank
Illinois
$8K
PAI
2106
Pittenger & Anderson Inc
Nebraska
$8K
IFAM
2107
Institutional & Family Asset Management
Colorado
$7K -$8.13K -344 -55%
CP
2108
Corbenic Partners
Pennsylvania
$7K
CA
2109
Crewe Advisors
Utah
$7K
WLPWM
2110
Walled Lake Planning & Wealth Management
Illinois
$7K
BSAM
2111
Blue Square Asset Management
New York
$7K +$7.09K +300 New
TJHA
2112
Thomas J. Herzfeld Advisors
Florida
$7K +$7.09K +300 New
MSFP
2113
Mark Sheptoff Financial Planning
Connecticut
$5K -$97.1K -4,110 -95%
CWM
2114
Cedar Wealth Management
California
$5K -$9.69K -410 -66%
FCAS
2115
First Command Advisory Services
Texas
$5K
HS
2116
Horan Securities
United States
$5K
HB
2117
Horizon Bancorp
Indiana
$5K
DCM
2118
Davis Capital Management
Florida
$4K -$28.4K -1,200 -87%
LS
2119
Leelyn Smith
Illinois
$4K
SMG
2120
Spectrum Management Group
Indiana
$4K
SC
2121
Steph & Co
Wisconsin
$4K
WAMC
2122
Western Asset Management Company
California
$4K +$3.78K +160 New
AW
2123
Avion Wealth
Texas
$3K
CMA
2124
Cedar Mountain Advisors
Oregon
$3K
IWP
2125
IAG Wealth Partners
Wisconsin
$3K