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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
2251
TFO Wealth Partners
Ohio
$26K +$24.2K +750 New
MFT
2252
Moisand Fitzgerald Tamayo
Florida
$25K +$32 +1 +0.1%
BCM
2253
Brooktree Capital Management
Michigan
$24K +$21.8K +673 New
HWM
2254
HighMark Wealth Management
Minnesota
$24K +$22.2K +688 New
SSWG
2255
Seven Springs Wealth Group
Tennessee
$23K +$21.2K +655 New
CWM
2256
Cedar Wealth Management
California
$22K – – –
CFFP
2257
Center for Financial Planning
Michigan
$22K +$19.7K +611 New
LFA
2258
Lighthouse Financial Advisors
Maryland
$22K +$20.3K +627 New
TFA
2259
Tobias Financial Advisors
Florida
$22K +$21K +650 New
IFAM
2260
Institutional & Family Asset Management
Colorado
$21K -$1.91K -59 -9%
NCM
2261
New Capital Management
Texas
$21K – – –
CWM
2262
Cranbrook Wealth Management
Michigan
$20K – – –
RA
2263
Rational Advisors
New York
$19K -$1.12M -34,645 -98%
JWM
2264
Janiczek Wealth Management
Colorado
$19K – – –
AA
2265
AlphaMark Advisors
Kentucky
$19K +$65 +2 +0.4%
NIM
2266
NuWave Investment Management
New Jersey
$19K +$6.27K +194 +55%
LWA
2267
Lenox Wealth Advisors
New York
$19K +$8.08K +250 +83%
SFPG
2268
Stonebridge Financial Planning Group
Florida
$17K +$15.7K +485 New
CAM
2269
ClariVest Asset Management
California
$16K -$880K -27,229 -98%
SFM
2270
Systematic Financial Management
New Jersey
$15K -$124K -3,825 -90%
BBA
2271
Braun-Bostich & Associates
Pennsylvania
$15K +$13.3K +412 New
AWM
2272
Atticus Wealth Management
Florida
$15K +$13.8K +426 New
ECM
2273
EII Capital Management
New York
$14K – – –
ACM
2274
Anfield Capital Management
California
$14K +$13.3K +412 New
CTB
2275
Country Trust Bank
Illinois
$12K – – –