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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2326
Kelly Financial Services
Massachusetts
$166K +$104 +3 +0.1%
SIS
2327
Sound Income Strategies
Florida
$166K -$1.79K -52 -1%
CHA
2328
Carmichael Hill & Associates
Maryland
$163K +$2.28K +66 +2%
JPLA
2329
Joseph P. Lucia & Associates
New York
$162K – – –
VBCG
2330
Valley Brook Capital Group
Pennsylvania
$161K +$9.73K +282 +7%
VCM
2331
Vigilant Capital Management
Maine
$159K -$86.3K -2,500 -38%
MFP
2332
Michael F. Price
$155K – – –
MWP
2333
Meridian Wealth Partners
Pennsylvania
$153K +$57.5K +1,667 +73%
LCM
2334
Logan Capital Management
Pennsylvania
$151K +$135K +3,914 New
HFM
2335
Harvest Fund Management
China
$146K +$42.2K +1,222 +48%
AIM
2336
Acropolis Investment Management
Missouri
$145K -$20.7K -601 -14%
CAM
2337
Costello Asset Management
Pennsylvania
$143K +$449 +13 +0.4%
EWA
2338
Evolution Wealth Advisors
Florida
$143K +$11.9K +345 +10%
TC
2339
Trust Company
Kansas
$142K -$11.2K -325 -8%
RTC
2340
Riverview Trust Company
Washington
$140K – – –
BWL
2341
Bogart Wealth LLC
Virginia
$139K – – –
DWA
2342
Dougherty Wealth Advisers
Minnesota
$138K – – –
RWG
2343
Regal Wealth Group
California
$138K +$8.73K +253 +8%
FP
2344
Financial Perspectives
Minnesota
$134K +$4.07K +118 +4%
ACM
2345
Adalta Capital Management
New York
$132K +$118K +3,412 New
HIM
2346
Hillsdale Investment Management
Ontario, Canada
$128K +$44.9K +1,300 +65%
GTAM
2347
Global Trust Asset Management
Florida
$124K +$110K +3,200 New
KC
2348
Knuff & Co
California
$122K +$3.45K +100 +3%
CH
2349
Canton Hathaway
Rhode Island
$120K – – –
SL
2350
Savior LLC
Massachusetts
$116K +$173 +5 +0.2%