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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
2301
Strait & Sound Wealth Management
California
$225K +$244K +8,233 New
BAM
2302
Bellevue Asset Management
Washington
$225K +$118 +4 +0%
CFG
2303
Carr Financial Group
Massachusetts
$225K -$38.3K -1,295 -14%
NCM
2304
Narwhal Capital Management
Georgia
$224K -$18.1K -613 -7%
MFGP
2305
Marshall Financial Group (Pennsylvania)
Pennsylvania
$224K +$1.75K +59 +0.7%
SP
2306
Successful Portfolios
Florida
$224K +$178 +6 +0.1%
AA
2307
Auxano Advisors
Washington
$224K +$4.08K +138 +2%
EWM
2308
EPG Wealth Management
Georgia
$224K -$3.34K -113 -1%
AFP
2309
Alpha Financial Partners
Kentucky
$224K -$113K -3,826 -32%
MGWM
2310
Marks Group Wealth Management
Minnesota
$223K +$241K +8,161 New
HIM
2311
Hillsdale Investment Management
Ontario, Canada
$223K +$163K +5,520 +209%
CA
2312
Centerpoint Advisors
Massachusetts
$223K -$9.76K -330 -4%
Financial Engines Advisors
2313
Financial Engines Advisors
California
$222K +$239K +8,085 New
UBV
2314
United Bank (Virginia)
Virginia
$222K -$7.66K -259 -3%
NWA
2315
Navis Wealth Advisors
New York
$222K – – –
HA
2316
HFG Advisors
Ohio
$222K +$6.92K +234 +3%
TFA
2317
Tranquilli Financial Advisor
New Jersey
$222K +$32.7K +1,105 +16%
WF
2318
WoodTrust Financial
Wisconsin
$222K -$5.92K -200 -2%
FFS
2319
Founders Financial Securities
Maryland
$222K +$10.1K +343 +4%
GFP
2320
Gryphon Financial Partners
Ohio
$221K +$239K +8,079 New
SCM
2321
SKBA Capital Management
California
$221K -$8.88K -300 -4%
PK
2322
Pflug Koory
Nebraska
$221K – – –
OPTFSNA
2323
Old Point Trust & Financial Services N A
Virginia
$220K +$40.4K +1,364 +20%
DOA
2324
D'Orazio & Associates
Virginia
$220K -$55.7K -1,882 -19%
B
2325
Bridgeworth
Alabama
$220K -$24K -810 -9%