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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1076
Empirical Wealth Management
Washington
$2.8M +$115K +3,011 +4%
ISWM
1077
Independent Solutions Wealth Management
New York
$2.8M -$44.8K -1,168 -2%
TCA
1078
Transcend Capital Advisors
New Jersey
$2.79M +$326K +8,514 +14%
SHFA
1079
SS&H Financial Advisors
Michigan
$2.78M
CTC
1080
Cetera Trust Company
Minnesota
$2.76M -$215K -5,605 -7%
CTA
1081
Colonial Trust Advisors
South Carolina
$2.74M +$1.25M +32,546 +89%
VAS
1082
Vestmark Advisory Solutions
Massachusetts
$2.73M +$149K +3,880 +6%
SWM
1083
Spire Wealth Management
Virginia
$2.73M -$489K -12,767 -16%
LOAME
1084
Lombard Odier Asset Management (Europe)
United Kingdom
$2.73M +$2.63M +68,667 New
CT
1085
Caldwell Trust
Florida
$2.72M -$104K -2,713 -4%
DI
1086
Diligent Investors
California
$2.72M +$5.21K +136 +0.2%
AC
1087
AlphaCore Capital
California
$2.69M -$527K -13,750 -17%
FRA
1088
Frank Rimerman Advisors
California
$2.69M +$2.54M +66,329 +5,122%
BO
1089
Bank OZK
Arkansas
$2.69M -$54.6K -1,424 -2%
SAI
1090
Systematic Alpha Investments
New Jersey
$2.68M
CWC
1091
Carolinas Wealth Consulting
North Carolina
$2.68M -$36.7K -958 -1%
WWA
1092
WCG Wealth Advisors
Nevada
$2.66M +$160K +4,181 +7%
Kayne Anderson Rudnick Investment Management
1093
Kayne Anderson Rudnick Investment Management
California
$2.66M +$1.67M +43,552 +187%
RSS
1094
Rosenblum Silverman Sutton
California
$2.66M
AMIM
1095
Aull & Monroe Investment Management
Alabama
$2.64M
WAP
1096
Wealthcare Advisory Partners
Pennsylvania
$2.63M +$90.4K +2,358 +4%
HI
1097
Hendershot Investments
Virginia
$2.63M -$26.6K -695 -1%
QWM
1098
Quadcap Wealth Management
Texas
$2.62M -$45.7K -1,192 -2%
GJWM
1099
Gilliland Jeter Wealth Management
Arkansas
$2.61M -$29.9K -779 -1%
SWA
1100
Stratos Wealth Advisors
Ohio
$2.61M +$33.2K +866 +1%