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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
826
Valley Wealth Managers
New Jersey
$4.71M +$125K +3,042 +3%
GCC
827
Game Creek Capital
Massachusetts
$4.71M -$656K -16,000 -12%
GIA
828
GHP Investment Advisors
Colorado
$4.68M +$147K +3,582 +3%
TCA
829
Transcend Capital Advisors
New Jersey
$4.67M +$70.9K +1,729 +2%
DAS
830
Dynamic Advisor Solutions
Arizona
$4.67M -$10.9K -265 -0.2%
SAM
831
Silvercrest Asset Management
New York
$4.66M -$695K -16,966 -13%
SFG
832
Snider Financial Group
Washington
$4.66M +$5.04M +122,880 New
KIG
833
Kessler Investment Group
Indiana
$4.66M +$4.53M +110,472 +4,482%
BSW
834
Buckingham Strategic Wealth
Missouri
$4.64M +$915K +22,312 +25%
NCM
835
Neumann Capital Management
California
$4.63M -$67.6K -1,650 -1%
BCM
836
BTC Capital Management
Iowa
$4.61M -$32.5K -793 -0.7%
JAFL
837
Jay A. Fishman Ltd
Michigan
$4.59M +$7.05K +172 +0.2%
EFS
838
Essex Financial Services
Connecticut
$4.57M
SGI
839
Summit Global Investments
Utah
$4.55M -$5.51M -134,501 -55%
LI
840
Latash Investments
Alaska
$4.53M +$4.5M +109,894 New
CNC
841
Canandaigua National Corp
New York
$4.5M +$36.1K +881 +0.8%
GCM
842
Gables Capital Management
Florida
$4.49M -$813K -19,842 -15%
IC
843
IEQ Capital
California
$4.47M +$1.08M +26,284 +32%
KFC
844
Klingenstein Fields & Co
New York
$4.46M -$21.6K -526 -0.5%
RIM
845
Regent Investment Management
Kentucky
$4.44M -$137K -3,330 -3%
AIA
846
Affinity Investment Advisors
California
$4.43M -$2.94M -71,690 -40%
JWBC
847
J.W. Burns & Co
New York
$4.42M +$67.2K +1,640 +2%
Vanguard Personalized Indexing Management
848
Vanguard Personalized Indexing Management
California
$4.39M +$914K +22,294 +26%
VCA
849
Verdence Capital Advisors
Maryland
$4.38M +$158K +3,862 +4%
FTDI
850
First Trust Direct Indexing
Massachusetts
$4.38M +$1.04M +25,400 +31%