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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
LWMM
1001
Legacy Wealth Management (Mississippi)
Mississippi
$2.8M +$4.66K +160 +0.2%
SYBT
1002
Stock Yards Bank & Trust
Kentucky
$2.79M +$85.2K +2,926 +4%
FCI
1003
Financial Counselors Inc
Kansas
$2.79M +$11.2K +383 +0.5%
TAM
1004
Trust Asset Management
Texas
$2.79M
SAM
1005
Silvercrest Asset Management
New York
$2.79M +$56.2K +1,931 +2%
HSA
1006
HBK Sorce Advisory
Pennsylvania
$2.78M -$122K -4,176 -5%
BB
1007
Berkshire Bank
Massachusetts
$2.77M -$40.2K -1,382 -2%
CG
1008
Caprock Group
Idaho
$2.77M -$719K -24,703 -23%
PTC
1009
Private Trust Company
Ohio
$2.75M -$281K -9,663 -11%
BFA
1010
Beaumont Financial Advisors
Massachusetts
$2.75M -$69.2K -2,378 -3%
IFWM
1011
Institute for Wealth Management
Colorado
$2.75M -$8.06K -277 -0.3%
NP
1012
NorthRock Partners
Minnesota
$2.75M +$758K +26,042 +47%
TSWM
1013
Triangle Securities Wealth Management
North Carolina
$2.74M -$25.9K -891 -1%
LOAMS
1014
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.74M +$820K +28,169 +53%
AC
1015
AlphaCore Capital
California
$2.74M -$222K -7,608 -9%
MWM
1016
Modera Wealth Management
New Jersey
$2.73M -$189K -6,507 -7%
GIM
1017
Guardian Investment Management
California
$2.71M -$186K -6,391 -7%
AGC
1018
Aspen Grove Capital
Colorado
$2.71M -$373K -12,826 -14%
CAL
1019
Capital Analysts LLC
Pennsylvania
$2.71M +$77.9K +2,676 +3%
CANC
1020
Culbertson A N & Co
Virginia
$2.71M +$118K +4,065 +5%
IFG
1021
Independent Financial Group
California
$2.7M -$80.5K -2,766 -3%
PCA
1022
Peddock Capital Advisors
Massachusetts
$2.7M +$51.5K +1,770 +2%
WWA
1023
WCG Wealth Advisors
Nevada
$2.69M -$216K -7,419 -8%
BDS
1024
Banco de Sabadell
Florida
$2.67M +$36.3K +1,248 +2%
APF
1025
Alaska Permanent Fund
Alaska
$2.67M -$12K -412 -0.5%