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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
2451
Blue Bell Private Wealth Management
Pennsylvania
$154K +$31.5K +875 +21%
CA
2452
Crewe Advisors
Utah
$154K +$146K +4,064 +455%
WWM
2453
Wolff Wiese Magana
California
$152K -$30.5K -846 -15%
HIM
2454
Hillsdale Investment Management
Ontario, Canada
$151K +$19K +527 +12%
CHA
2455
Carmichael Hill & Associates
Maryland
$147K +$14.2K +393 +9%
IRAG
2456
Investment Research & Advisory Group
Georgia
$145K
HFS
2457
HBC Financial Services
Washington
$143K
ACA
2458
Atlas Capital Advisors
Wyoming
$142K -$146K -4,053 -47%
LFG
2459
Larson Financial Group
Missouri
$141K +$7.31K +203 +5%
TFM
2460
TFC Financial Management
Massachusetts
$139K -$22.3K -620 -12%
WOC
2461
West Oak Capital
California
$137K -$55.6K -1,545 -26%
CWM
2462
Cranbrook Wealth Management
Michigan
$133K
C
2463
Covestor
United Kingdom
$133K +$43.7K +1,215 +39%
OA
2464
Operose Advisors
Wisconsin
$127K
MW
2465
Milestone Wealth
New York
$126K
MTIC
2466
Missouri Trust & Investment Company
Missouri
$126K +$7.2K +200 +5%
LCM
2467
Logan Capital Management
Pennsylvania
$125K
T2I
2468
Turim 21 Investimentos
Brazil
$124K
NIC
2469
Northwest Investment Counselors
Oregon
$120K
FCG
2470
Financial Connections Group
California
$117K +$24.2K +673 +22%
Loomis, Sayles & Company
2471
Loomis, Sayles & Company
Massachusetts
$117K +$63.7K +1,770 +89%
ODG
2472
O'Dell Group
Ohio
$113K -$4.9K -136 -4%
BWL
2473
Bogart Wealth LLC
Virginia
$110K -$21.4K -595 -14%
TC
2474
Trust Company
Kansas
$110K
RAM
2475
Riggs Asset Management
Pennsylvania
$109K -$16.7K -465 -12%