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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2126
Baron Wealth Management
Michigan
$596K +$597K +13,558 New
FMTC
2127
Farmers & Merchants Trust Company
California
$595K -$132K -3,000 -18%
HA
2128
Hanover Advisors
South Carolina
$593K -$4.71K -107 -0.8%
PWM
2129
Parkshore Wealth Management
California
$593K +$594K +13,494 New
CPRC
2130
Consolidated Portfolio Review Corp
New York
$592K +$26.7K +607 +5%
PMG
2131
Private Management Group
California
$592K -$21.6K -492 -4%
AFG
2132
ABLE Financial Group
Arizona
$592K +$98.8K +2,246 +20%
HI
2133
Hudock Inc
Pennsylvania
$591K +$1.23K +28 +0.2%
CWA
2134
Clearview Wealth Advisors
Oregon
$591K -$5.76K -131 -1%
MHIC
2135
Marble Harbor Investment Counsel
Massachusetts
$589K -$60.5K -1,375 -9%
FFG
2136
Floyd Financial Group
Missouri
$589K +$574K +13,050 New
CFG
2137
Copley Financial Group
California
$588K -$21.6K -491 -4%
KOC
2138
Koss-Olinger Consulting
Florida
$587K +$248K +5,637 +73%
FVWA
2139
Foster Victor Wealth Advisors
South Carolina
$586K +$20.7K +470 +4%
BT
2140
Brandywine Trust
Delaware
$586K
Aristotle Capital Management
2141
Aristotle Capital Management
California
$585K
SPA
2142
Sherbrooke Park Advisers
New York
$584K -$572K -13,004 -49%
PCA
2143
Prosperity Capital Advisors
Ohio
$584K +$164K +3,724 +39%
GSIAS
2144
Garden State Investment Advisory Services
New Jersey
$584K +$1.85K +42 +0.3%
PPP
2145
Private Portfolio Partners
New Jersey
$584K -$14.1K -320 -2%
BRG
2146
Bay Rivers Group
Virginia
$583K -$8.36K -190 -1%
MAG
2147
Mayfair Advisory Group
Alabama
$582K +$66K +1,500 +13%
MSA
2148
Marino Stram & Associates
Massachusetts
$580K +$9.77K +222 +2%
WIP
2149
WealthCare Investment Partners
Rhode Island
$580K +$9.28K +211 +2%
SAF
2150
Smith Anglin Financial
Texas
$580K +$8.18K +186 +1%