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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CI
2176
CX Institutional
Indiana
$134K +$30.6K +946 +33%
JPLA
2177
Joseph P. Lucia & Associates
New York
$131K – – –
RP
2178
Rowlandmiller & Partners
Georgia
$129K -$13.4K -415 -10%
BCM
2179
Blume Capital Management
California
$129K – – –
LS
2180
Leelyn Smith
Illinois
$129K +$120K +3,700 New
KFS
2181
Kelly Financial Services
Massachusetts
$128K – – –
DWA
2182
Dougherty Wealth Advisers
Minnesota
$125K – – –
RWG
2183
Regal Wealth Group
California
$120K +$4.75K +147 +5%
HDIM
2184
Hanson & Doremus Investment Management
Vermont
$118K – – –
FCMT
2185
Founders Capital Management (Texas)
Texas
$116K -$9.7K -300 -8%
KC
2186
Knuff & Co
California
$116K +$32.3K +1,000 +43%
SFG
2187
Sowa Financial Group
Rhode Island
$116K +$106K +3,289 New
FFC
2188
First Financial Corp
Indiana
$115K – – –
EI
2189
Ellevest Inc
New York
$113K +$97.6K +3,021 +1,607%
MWC
2190
MBM Wealth Consultants
Missouri
$111K +$24.2K +750 +31%
MCM
2191
McMillion Capital Management
North Carolina
$107K -$1.23K -38 -1%
LWM
2192
Lenox Wealth Management
Ohio
$106K +$1.68K +52 +2%
CB
2193
CNB Bank
Pennsylvania
$106K +$82.8K +2,561 +582%
EWP
2194
Engrave Wealth Partners
Texas
$103K +$95.1K +2,944 New
BAMG
2195
Brand Asset Management Group
Missouri
$100K +$323 +10 +0.4%
FMP
2196
Financial Management Professionals
Texas
$99K -$9.89K -306 -10%
CH
2197
Canton Hathaway
Rhode Island
$99K – – –
HFM
2198
Harvest Fund Management
China
$95K +$72.1K +2,231 +440%
BHWM
2199
Bay Harbor Wealth Management
Maryland
$93K -$3.68K -114 -4%
PWP
2200
Personal Wealth Partners
Minnesota
$91K – – –