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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CS
1051
Comerica Securities
Michigan
$2.6M -$225K -6,537 -8%
DWT
1052
Dorsey & Whitney Trust
South Dakota
$2.58M +$41.2K +1,195 +2%
GRP
1053
Global Retirement Partners
California
$2.58M +$206K +5,975 +8%
CFD
1054
Creative Financial Designs
Indiana
$2.57M -$247K -7,183 -8%
IFWM
1055
Institute for Wealth Management
Colorado
$2.57M -$193K -5,604 -7%
IFG
1056
Independent Financial Group
California
$2.56M +$176K +5,110 +7%
BJL
1057
Brighton Jones LLC
Washington
$2.56M +$33.2K +964 +1%
FMAEN1
1058
Fund Management at Engine No 1
California
$2.54M +$331K +9,618 +14%
SIA
1059
Schechter Investment Advisors
Michigan
$2.54M +$211K +6,127 +9%
SYBT
1060
Stock Yards Bank & Trust
Kentucky
$2.53M +$175K +5,070 +7%
SSI
1061
Scott & Selber Inc
Texas
$2.52M +$13.9K +403 +0.5%
DPIM
1062
Duff & Phelps Investment Management
Illinois
$2.51M
BCM
1063
Brookstone Capital Management
Illinois
$2.5M +$282K +8,195 +13%
TFS
1064
TrustCore Financial Services
Tennessee
$2.5M +$4.2K +122 +0.2%
PCA
1065
Peddock Capital Advisors
Massachusetts
$2.5M +$349K +10,126 +16%
MWA
1066
Meridian Wealth Advisors
Texas
$2.47M -$12.9K -374 -0.5%
CAL
1067
Capital Analysts LLC
Pennsylvania
$2.46M -$20.4K -591 -0.8%
SACTSONJ
1068
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.45M
KJHP
1069
K.J. Harrison & Partners
Ontario, Canada
$2.45M +$550K +15,966 +41%
BWA
1070
BDO Wealth Advisors
Florida
$2.45M -$14.9K -434 -0.6%
MAM
1071
Mystic Asset Management
Rhode Island
$2.44M +$35.6K +1,033 +1%
CCA
1072
Checchi Capital Advisers
California
$2.44M -$24K -698 -0.9%
PWP
1073
Private Wealth Partners
California
$2.43M -$50K -1,453 -2%
9WM
1074
9258 Wealth Management
Ohio
$2.43M +$226K +6,551 +10%
TCA
1075
Trifecta Capital Advisors
Illinois
$2.43M +$2.52M +73,234 New