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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CWAG
1101
Compton Wealth Advisory Group
Virginia
$2.56M -$252K -6,287 -9%
EI
1102
Ethic Inc
New York
$2.55M -$849K -21,179 -24%
GM
1103
GeoWealth Management
Illinois
$2.55M -$265K -6,601 -9%
WGC
1104
Watts Gwilliam & Co
Arizona
$2.5M +$2.51M +62,616 New
FRA
1105
Frank Rimerman Advisors
California
$2.49M -$198K -4,946 -7%
CWM
1106
Cornerstone Wealth Management
Missouri
$2.48M -$20.7K -516 -0.8%
CF
1107
Centaurus Financial
California
$2.48M +$648K +16,175 +35%
WAP
1108
Wealthcare Advisory Partners
Pennsylvania
$2.45M -$173K -4,311 -7%
BCWM
1109
Bartlett & Co Wealth Management
Ohio
$2.45M -$26.5K -661 -1%
HIIFS
1110
Harel Insurance Investments & Financial Services
Israel
$2.45M +$495K +12,339 +25%
SW
1111
SteelPeak Wealth
California
$2.45M +$297K +7,418 +14%
CA
1112
Carson Advisory
Georgia
$2.45M -$13.4K -334 -0.5%
CCA
1113
Cobblestone Capital Advisors
New York
$2.44M -$67.2K -1,677 -3%
FCCM
1114
First City Capital Management
Georgia
$2.44M +$184K +4,602 +8%
CGL
1115
Clarius Group LLC
Washington
$2.44M +$26.4K +659 +1%
SIA
1116
Schechter Investment Advisors
Michigan
$2.43M -$32.5K -812 -1%
Koshinski Asset Management
1117
Koshinski Asset Management
Illinois
$2.42M -$51.4K -1,283 -2%
BAAM
1118
Baker Avenue Asset Management
California
$2.42M +$1.36M +33,983 +126%
MIM
1119
Morningstar Investment Management
Illinois
$2.41M -$1.69M -42,135 -42%
BCM
1120
Barometer Capital Management
Ontario, Canada
$2.41M +$271K +6,750 +13%
YDMI
1121
Y.D. More Investments
Israel
$2.4M -$468K -11,681 -16%
GHA
1122
Granite Harbor Advisors
Texas
$2.4M +$13K +324 +0.5%
FAM
1123
Formidable Asset Management
Ohio
$2.4M -$619K -15,438 -20%
CA
1124
Claro Advisors
Massachusetts
$2.39M +$737K +18,400 +44%
BW
1125
Bison Wealth
Georgia
$2.38M -$1.03M -25,643 -30%