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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
1101
9258 Wealth Management
Ohio
$2.61M -$168K -4,378 -6%
SVWAG
1102
Sound View Wealth Advisors Group
Georgia
$2.59M -$180K -4,707 -7%
Koshinski Asset Management
1103
Koshinski Asset Management
Illinois
$2.58M +$72.8K +1,899 +3%
AC
1104
Abbrea Capital
California
$2.58M -$1.15K -30 -0%
CA
1105
Commerzbank Aktiengesellschaft
Germany
$2.58M -$1.08M -28,165 -30%
PWMG
1106
Prestige Wealth Management Group
New Jersey
$2.57M +$1.13M +29,388 +83%
JWM
1107
Jupiter Wealth Management
Colorado
$2.57M +$65.2K +1,701 +3%
FFN
1108
Focus Financial Network
Minnesota
$2.53M +$354K +9,229 +19%
SIM
1109
Studio Investment Management
Illinois
$2.52M +$2.45K +64 +0.1%
CCA
1110
Cobblestone Capital Advisors
New York
$2.52M -$44K -1,149 -2%
CWM
1111
Cornerstone Wealth Management
Missouri
$2.51M -$15.4K -403 -0.6%
GSEP
1112
Golden State Equity Partners
California
$2.51M +$2.41M +63,003 New
WIA
1113
World Investment Advisors
California
$2.49M +$2.14M +55,895 +828%
SF
1114
Slagle Financial
Illinois
$2.49M +$91.2K +2,380 +4%
BCWM
1115
Bartlett & Co Wealth Management
Ohio
$2.49M -$651K -16,998 -21%
CFM
1116
Catalyst Funds Management
Australia
$2.48M +$2.39M +62,300 New
SIA
1117
Schechter Investment Advisors
Michigan
$2.47M +$27.8K +726 +1%
CA
1118
Carson Advisory
Georgia
$2.47M -$16.7K -435 -0.7%
WPC
1119
Wedmont Private Capital
Pennsylvania
$2.46M +$232K +6,053 +11%
ONB
1120
Old National Bancorp
Indiana
$2.45M -$156K -4,071 -6%
Vanguard Capital Wealth Advisors
1121
Vanguard Capital Wealth Advisors
Colorado
$2.44M -$105K -2,736 -4%
CGL
1122
Clarius Group LLC
Washington
$2.44M -$89.6K -2,337 -4%
EFMC
1123
Empire Financial Management Company
New York
$2.42M -$115K -3,000 -5%
FFA
1124
Farther Finance Advisors
California
$2.42M +$1M +26,214 +76%
CBC
1125
Coombe, Bender & Co
New York
$2.4M +$56.6K +1,476 +3%