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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RF
2451
Robbins Farley
New Hampshire
$25K – – –
FPW
2452
Flagship Private Wealth
Massachusetts
$23.3K – – –
AWMS
2453
Advocacy Wealth Management Services
Georgia
$23K +$22.7K +554 New
PO
2454
Private Ocean
California
$22K -$29.1K -711 -57%
IPW
2455
IronBridge Private Wealth
Texas
$21K – – –
CTB
2456
Country Trust Bank
Illinois
$21K +$3.57K +87 +20%
IFAM
2457
Institutional & Family Asset Management
Colorado
$21K +$3.69K +90 +22%
CYG
2458
Clean Yield Group
Vermont
$21K +$20.5K +500 New
HWM
2459
HighMark Wealth Management
Minnesota
$20K +$2.75K +67 +16%
DWA
2460
Delos Wealth Advisors
Texas
$20K +$19.5K +476 New
TWP
2461
TFO Wealth Partners
Ohio
$20K +$20.5K +500 New
CA
2462
Crewe Advisors
Utah
$18K -$18.1K -442 -50%
BA
2463
Bellwether Advisors
Nebraska
$18K – – –
MS
2464
Mizuho Securities
Japan
$18K – – –
HF
2465
Halpern Financial
Virginia
$17.6K – – –
CAM
2466
ClariVest Asset Management
California
$17K +$1.72K +42 +11%
T2I
2467
Turim 21 Investimentos
Brazil
$17K +$17K +415 New
CAGAS
2468
Capital Advisory Group Advisory Services
Minnesota
$16K – – –
PFA
2469
Professional Financial Advisors
Nebraska
$16K +$3.57K +87 +29%
PWP
2470
Personal Wealth Partners
Minnesota
$16K +$16.4K +400 New
AWM
2471
Activest Wealth Management
Florida
$15K -$20.9K -510 -59%
CB
2472
CNB Bank
Pennsylvania
$13K +$12.7K +310 New
WLPWM
2473
Walled Lake Planning & Wealth Management
Illinois
$12K – – –
PP
2474
PrairieView Partners
Minnesota
$11K – – –
AA
2475
AlphaMark Advisors
Kentucky
$9K -$8.98K -219 -49%