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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
1101
Cantor Fitzgerald Investment Advisors
New York
$4.03M +$35.4K +665 +0.9%
CRIG
1102
Charter Research & Investment Group
Connecticut
$4.02M -$32.4K -610 -0.9%
PMG
1103
ProVise Management Group
Florida
$4.02M -$1.64M -30,829 -30%
SHFA
1104
SS&H Financial Advisors
Michigan
$4.02M +$3.75M +70,483 New
Koshinski Asset Management
1105
Koshinski Asset Management
Illinois
$4.01M +$119K +2,234 +3%
MNBTD
1106
Moody National Bank Trust Division
Texas
$4M -$1.81K -34 -0%
PAS
1107
Parsonex Advisory Services
Colorado
$3.99M +$211K +3,958 +6%
WC
1108
Westerkirk Capital
$3.98M – – –
PMAM
1109
Picton Mahoney Asset Management
Ontario, Canada
$3.98M +$3.26M +61,345 +725%
SS
1110
SBI Securities
Japan
$3.94M -$32.9K -619 -0.9%
SVWAG
1111
Sound View Wealth Advisors Group
Georgia
$3.94M -$59.5K -1,119 -2%
CSA
1112
Cornerstone Select Advisors
Missouri
$3.93M +$274K +5,148 +8%
WAP
1113
Wealthcare Advisory Partners
Pennsylvania
$3.93M -$136K -2,552 -4%
WBC
1114
West Branch Capital
Massachusetts
$3.9M +$25.9K +487 +0.7%
ZIC
1115
ZWJ Investment Counsel
Georgia
$3.9M +$39.9K +750 +1%
UAM
1116
Unison Asset Management
Florida
$3.89M -$2.69M -50,640 -43%
WAAG
1117
Wealth Alliance Advisory Group
Kansas
$3.88M -$1.48M -27,762 -29%
SCM
1118
Sirios Capital Management
Massachusetts
$3.85M -$43.7K -821 -1%
SAI
1119
Systematic Alpha Investments
New Jersey
$3.85M – – –
SGI
1120
Summit Global Investments
Utah
$3.84M +$129K +2,423 +4%
ETC
1121
Exchange Traded Concepts
Oklahoma
$3.82M +$350K +6,573 +11%
HAG
1122
HighPoint Advisor Group
Illinois
$3.79M -$77.2K -1,452 -2%
HCA
1123
Harbour Capital Advisors
Virginia
$3.78M -$741K -13,935 -18%
JIC
1124
Joel Isaacson & Co
New York
$3.78M +$32.4K +609 +0.9%
PPWP
1125
Premier Path Wealth Partners
New Jersey
$3.77M +$377K +7,084 +12%