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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AW
1026
Alteri Wealth
California
$4.65M -$98.4K -1,850 -2%
AWA
1027
Aaron Wealth Advisors
Illinois
$4.63M -$27.4K -515 -0.6%
NP
1028
Nilsine Partners
Colorado
$4.62M +$2.31M +43,369 +115%
BMC
1029
Beaton Management Company
Massachusetts
$4.62M -$9.31K -175 -0.2%
PMG
1030
Private Management Group
California
$4.59M -$14.5K -272 -0.3%
GCC
1031
Game Creek Capital
Massachusetts
$4.58M -$871K -16,375 -17%
FBFS
1032
First Business Financial Services
Wisconsin
$4.56M +$127K +2,380 +3%
WPC
1033
Wedmont Private Capital
Pennsylvania
$4.56M +$232K +4,368 +6%
Kayne Anderson Rudnick Investment Management
1034
Kayne Anderson Rudnick Investment Management
California
$4.53M +$106K +1,996 +3%
HI
1035
Harbour Investments
Wisconsin
$4.51M -$168K -3,168 -4%
HIM
1036
Hillsdale Investment Management
Ontario, Canada
$4.51M -$883K -16,600 -17%
AWM
1037
Avior Wealth Management
Nebraska
$4.51M +$53.7K +1,010 +1%
AIM
1038
AMI Investment Management
Indiana
$4.5M -$330K -6,202 -7%
AW
1039
Apricus Wealth
South Carolina
$4.48M -$3.19K -60 -0.1%
PWCM
1040
Processus Wealth & Capital Management
Tennessee
$4.47M -$10.2K -192 -0.2%
NP
1041
NorthRock Partners
Minnesota
$4.46M +$201K +3,771 +5%
WJWM
1042
Williams Jones Wealth Management
New York
$4.46M -$101K -1,903 -2%
IFWM
1043
Institute for Wealth Management
Colorado
$4.45M -$18.6K -349 -0.4%
CBA
1044
Coastal Bridge Advisors
Connecticut
$4.44M -$141K -2,659 -3%
RCM
1045
RNC Capital Management
California
$4.44M -$18.6K -350 -0.4%
SCM
1046
Silvant Capital Management
Georgia
$4.43M -$352K -6,614 -8%
PCA
1047
Peddock Capital Advisors
Massachusetts
$4.43M +$21.6K +406 +0.5%
CTC (Chicago Trading Company)
1048
CTC (Chicago Trading Company)
Illinois
$4.42M +$2.86M +53,806 +226%
MWM
1049
Modera Wealth Management
New Jersey
$4.41M +$10.4K +196 +0.3%
CAM
1050
Cidel Asset Management
Ontario, Canada
$4.39M +$85.5K +1,608 +2%