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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BAWM
2726
Bennett Associates Wealth Management
Pennsylvania
$209K +$211K +5,260 New
HIGP
2727
Hill Investment Group Partners
Missouri
$208K -$7.7K -192 -4%
CFFP
2728
Center for Financial Planning
Michigan
$208K +$13.2K +330 +7%
1CM
2729
1492 Capital Management
Wisconsin
$208K +$401 +10 +0.2%
LAM
2730
Lewis Asset Management
California
$208K +$210K +5,235 New
WIM
2731
Waverton Investment Management
United Kingdom
$208K +$210K +5,232 New
BCMO
2732
Buckingham Capital Management (Ohio)
Ohio
$208K +$210K +5,234 New
PW
2733
Peninsula Wealth
California
$208K +$194K +4,849 New
Financial Engines Advisors
2734
Financial Engines Advisors
California
$207K +$209K +5,224 New
UWM
2735
USAdvisors Wealth Management
Minnesota
$207K -$12.3K -308 -6%
SWM
2736
Segment Wealth Management
Texas
$206K -$5.29K -132 -2%
WS
2737
Wela Strategies
Georgia
$206K -$10.1K -251 -5%
AWA
2738
Alaska Wealth Advisors
Alaska
$206K -$40 -1 -0%
PBK
2739
Peoples Bank (Kansas)
Kansas
$205K -$2.97K -74 -1%
GEA
2740
Glen Eagle Advisors
New Jersey
$204K +$35.8K +894 +21%
WTA
2741
Washington Trust Advisors
Massachusetts
$204K -$18.4K -459 -8%
CCFM
2742
Clear Creek Financial Management
Washington
$204K +$3.45K +86 +2%
MAM
2743
Marotta Asset Management
Virginia
$203K
FPF
2744
First Pacific Financial
Washington
$203K +$882 +22 +0.4%
HW
2745
Hamilton Wealth
California
$203K -$15.1K -378 -7%
RFP
2746
Root Financial Partners
California
$202K +$204K +5,101 New
RB
2747
Renasant Bank
Mississippi
$202K
ONST
2748
Old North State Trust
North Carolina
$202K +$204K +5,091 New
RFG
2749
RFP Financial Group
Georgia
$202K -$7.86K -196 -4%
GWM
2750
Gray Wealth Management
Maine
$201K +$203K +5,076 New