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Bank of America

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