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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
876
TD Private Client Wealth
New York
$4.4M +$120K +2,670 +3%
MAM
877
Meeder Asset Management
Ohio
$4.39M +$4.8M +106,447 New
DJYG
878
David J. Yvars Group
Florida
$4.38M +$812 +18 +0%
HWM
879
Hohimer Wealth Management
Washington
$4.38M +$344K +7,621 +8%
GWMIA
880
Global Wealth Management Investment Advisory
Florida
$4.36M -$653K -14,479 -12%
KA
881
Kintegral Advisory
New York
$4.35M +$106K +2,360 +2%
GCM
882
Gables Capital Management
Florida
$4.34M -$76.7K -1,700 -2%
SAM
883
Sompo Asset Management
Japan
$4.32M -$237K -5,250 -5%
WWM
884
Western Wealth Management
Colorado
$4.31M +$2.18M +48,240 +86%
JIC
885
Joel Isaacson & Co
New York
$4.3M +$6K +133 +0.1%
BBI
886
Baxter Bros Inc
Connecticut
$4.28M +$3.7K +82 +0.1%
FB
887
Fulton Bank
Pennsylvania
$4.27M -$25.2K -559 -0.5%
AIA
888
Affinity Investment Advisors
California
$4.27M -$93.7K -2,076 -2%
APA
889
American Portfolios Advisors
New York
$4.27M +$185K +4,097 +4%
PTCG
890
Pring Turner Capital Group
California
$4.26M +$230K +5,092 +5%
CW
891
Connectus Wealth
Ohio
$4.26M -$5.44M -120,654 -56%
MIAN
892
Mariner Independent Advisor Network
Kansas
$4.23M +$845K +18,729 +22%
KWM
893
Kingsview Wealth Management
Oregon
$4.23M +$450K +9,973 +11%
AWM
894
Altium Wealth Management
New York
$4.23M +$321K +7,106 +7%
PA
895
Parallel Advisors
California
$4.22M -$130K -2,873 -3%
BB
896
Berkshire Bank
Massachusetts
$4.19M -$34.1K -756 -0.7%
SAM
897
Silvercrest Asset Management
New York
$4.19M +$35.3K +783 +0.8%
VCA
898
Verdence Capital Advisors
Maryland
$4.17M -$141K -3,124 -3%
GCC
899
Game Creek Capital
Massachusetts
$4.17M -$22.6K -500 -0.5%
P
900
Pitcairn
Pennsylvania
$4.16M -$26.3K -582 -0.6%