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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2576
Selective Wealth Management
Virginia
$476K -$39.1K -739 -8%
TT
2577
TI-Trust
Illinois
$476K – – –
CA
2578
Crumly & Associates
Illinois
$475K -$1.48K -28 -0.3%
WCFA
2579
Walkner Condon Financial Advisors
Wisconsin
$475K +$14.4K +272 +3%
SWA
2580
SOA Wealth Advisors
New York
$474K -$18.1K -342 -4%
AWA
2581
A4 Wealth Advisors
North Carolina
$474K -$205K -3,887 -31%
KMWM
2582
Keudell/Morrison Wealth Management
Oregon
$474K +$455K +8,617 New
FA
2583
Faithward Advisors
Pennsylvania
$474K +$166K +3,149 +58%
FTA
2584
Financial & Tax Architects
Missouri
$474K -$4.23K -80 -0.9%
LGA
2585
Lebenthal Global Advisors
New York
$473K -$3.86K -73 -0.8%
NF
2586
Nvest Financial
New Hampshire
$472K +$17.7K +335 +4%
RE
2587
Rydar Equities
Texas
$472K +$2.06K +39 +0.5%
PA
2588
Perennial Advisors
New York
$471K – – –
DI
2589
DDFG Inc
California
$471K +$159 +3 +0%
AIM
2590
Alhambra Investment Management
Florida
$470K -$34.8K -659 -7%
CAC
2591
Core Alternative Capital
Georgia
$470K +$344K +6,513 +322%
AFP
2592
Alpha Financial Partners
Kentucky
$469K -$12.8K -243 -3%
PA
2593
Promethium Advisors
Maryland
$467K -$13.2K -250 -3%
AAG
2594
Asset Advisory Group
New Jersey
$467K +$449K +8,495 New
Hirtle Callaghan & Co
2595
Hirtle Callaghan & Co
Pennsylvania
$467K +$115K +2,169 +34%
GSIAS
2596
Garden State Investment Advisory Services
New Jersey
$466K -$186K -3,522 -29%
BW
2597
Blalock Williams
Alabama
$466K -$30.3K -574 -6%
CA
2598
Cache Advisors
California
$464K +$282K +5,336 +172%
OHIS
2599
Oak Harvest Investment Services
Texas
$464K +$81.8K +1,548 +23%
ONSWM
2600
Old North State Wealth Management
North Carolina
$463K +$4.92K +93 +1%