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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
GPFA
3026
Game Plan Financial Advisors
Ohio
$149K +$88 +2 +0.1%
ETC
3027
Exchange Traded Concepts
Oklahoma
$147K -$10.1M -230,697 -99%
RTC
3028
Riverview Trust Company
Washington
$146K +$1.54K +35 +1%
CH
3029
Canton Hathaway
Rhode Island
$141K – – –
CM
3030
Capula Management
Cayman Islands
$140K -$312K -7,095 -69%
TFM
3031
TFC Financial Management
Massachusetts
$140K -$6.55K -149 -4%
AFM
3032
Aspetuck Financial Management
Connecticut
$139K +$139K +3,152 New
FCG
3033
Financial Connections Group
California
$136K – – –
EWP
3034
Elevation Wealth Partners
California
$136K +$132 +3 +0.1%
DWA
3035
Dougherty Wealth Advisers
Minnesota
$134K – – –
PC
3036
Promus Capital
Illinois
$134K +$134K +3,054 New
SO
3037
Sierra Ocean
California
$133K +$133K +3,029 New
HHGA
3038
Halbert Hargrove Global Advisors
California
$132K +$132K +3,000 New
EPW
3039
Endeavor Private Wealth
Kansas
$131K +$131K +2,988 New
C
3040
Covestor
United Kingdom
$131K +$26K +591 +25%
LFA
3041
LGT Financial Advisors
Texas
$129K +$128K +2,900 +7,250%
PSFG
3042
Park Square Financial Group
Georgia
$128K +$128K +2,911 New
RAM
3043
Riggs Asset Management
Pennsylvania
$126K +$9.33K +212 +8%
CWM
3044
CarsonAllaria Wealth Management
Illinois
$124K +$132 +3 +0.1%
RDIA
3045
RE Dickinson Investment Advisors
Iowa
$123K – – –
Loomis, Sayles & Company
3046
Loomis, Sayles & Company
Massachusetts
$118K -$142K -3,237 -55%
SA
3047
SRH Advisors
Kansas
$118K – – –
WWA
3048
Wingate Wealth Advisors
Massachusetts
$117K +$117K +2,665 New
GWP
3049
Gen-Wealth Partners
Michigan
$117K -$43.2K -982 -27%
BTD
3050
BankPlus Trust Department
Mississippi
$117K +$117K +2,656 New