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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
901
Arete Wealth Advisors
Illinois
$2.19M +$117K +4,959 +6%
OLA
902
Oliver Luxxe Assets
New Jersey
$2.19M +$656K +27,770 +43%
IWM
903
IHT Wealth Management
Illinois
$2.19M +$944K +39,972 +77%
SIMM
904
Stillwater Investment Management (Minnesota)
Minnesota
$2.19M +$7.09K +300 +0.3%
TCA
905
Transcend Capital Advisors
New Jersey
$2.19M -$731K -30,918 -25%
SA
906
Strategic Advisors
New York
$2.18M -$120K -5,090 -5%
SJIM
907
St. Johns Investment Management
Florida
$2.17M +$85.7K +3,627 +4%
GWM
908
Geneos Wealth Management
Colorado
$2.17M -$100K -4,246 -4%
PL
909
Plancorp LLC
Missouri
$2.16M -$21.3K -902 -1%
PA
910
Parallel Advisors
California
$2.16M +$269K +11,384 +14%
CNAM
911
Campbell Newman Asset Management
Wisconsin
$2.16M -$1.44M -61,150 -40%
RSS
912
Rosenblum Silverman Sutton
California
$2.16M
1SB
913
1ST Source Bank
Indiana
$2.15M -$71.1K -3,009 -3%
AIM
914
Aigen Investment Management
New York
$2.15M +$2.14M +90,632 New
SW
915
SlateStone Wealth
Florida
$2.15M +$843K +35,685 +65%
Tudor Investment Corp
916
Tudor Investment Corp
Connecticut
$2.13M +$1.29M +54,756 +156%
HCM
917
Hudson Capital Management
New Jersey
$2.13M +$134K +5,677 +7%
RE
918
RBC Europe
United Kingdom
$2.11M -$170K -7,210 -8%
DSC
919
Duncker Streett & Co
Missouri
$2.11M -$70.9K -3,000 -3%
KWM
920
Kingsview Wealth Management
Oregon
$2.11M +$366K +15,477 +21%
GCC
921
Game Creek Capital
Massachusetts
$2.1M -$360K -15,250 -15%
VC
922
Voit & Company
Wisconsin
$2.1M -$1.06M -44,798 -34%
CIC
923
Carnegie Investment Counsel
Ohio
$2.1M +$3.97K +168 +0.2%
CBT
924
Capital Bank & Trust
California
$2.08M +$1.12M +47,539 +119%
PAM
925
Pegasus Asset Management
New York
$2.08M -$213 -9 -0%