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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1101
Brave Asset Management
New Jersey
$1.49M -$130K -4,783 -7%
CWM
1102
CMH Wealth Management
New Hampshire
$1.48M -$43.1K -1,590 -3%
BC
1103
Burney Company
Virginia
$1.47M -$160K -5,898 -9%
AG
1104
AlphaSimPlex Group
Massachusetts
$1.47M +$42.9K +1,581 +3%
RP
1105
Rice Partnership
Hawaii
$1.47M -$137K -5,048 -8%
WCM
1106
Weatherstone Capital Management
Colorado
$1.46M +$981K +36,147 +225%
CAN
1107
Claraphi Advisory Network
United States
$1.45M +$80.8K +2,978 +5%
MA
1108
Mutual Advisors
Nebraska
$1.44M -$18K -662 -1%
KFA
1109
Kays Financial Advisory
Georgia
$1.44M +$97.3K +3,586 +7%
BWM
1110
Buckley Wealth Management
Nevada
$1.44M +$61.1K +2,252 +4%
IAMOG
1111
Investors Asset Management of Georgia
Georgia
$1.43M +$13.9K +513 +0.9%
GWMIA
1112
Global Wealth Management Investment Advisory
Florida
$1.42M +$1.56M +57,492 New
MBTD
1113
Mechanics Bank - Trust Department
California
$1.41M +$456K +16,801 +42%
OFW
1114
Omnia Family Wealth
Florida
$1.41M +$380 +14 +0%
CAL
1115
Capital Analysts LLC
Pennsylvania
$1.41M -$42.9K -1,581 -3%
WI
1116
Wintrust Investments
Illinois
$1.41M +$151K +5,574 +11%
LA
1117
Legacy Advisors
Pennsylvania
$1.4M -$224K -8,273 -13%
CRC
1118
Curi RMB Capital
Illinois
$1.4M +$62.3K +2,297 +4%
NIS
1119
National Investment Services
Wisconsin
$1.4M -$40.1K -1,479 -3%
AAM
1120
AR Asset Management
California
$1.4M +$3.8K +140 +0.2%
IMOV
1121
Investment Management of Virginia
Virginia
$1.39M -$6.05K -223 -0.4%
9WM
1122
9258 Wealth Management
Ohio
$1.39M +$1.53M +56,366 New
LFAS
1123
Level Four Advisory Services
Texas
$1.39M -$247K -9,107 -14%
SFP
1124
Shepherd Financial Partners
Massachusetts
$1.38M -$612K -22,571 -29%
HB
1125
Homrich & Berg
Georgia
$1.38M -$823K -30,347 -35%