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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
1126
9258 Wealth Management
Ohio
$1.59M +$192K +6,664 +14%
SFP
1127
Shepherd Financial Partners
Massachusetts
$1.59M -$5.08K -176 -0.3%
ADL
1128
Asset Dedication LLC
California
$1.57M +$121K +4,209 +8%
OIA
1129
OneDigital Investment Advisors
Kansas
$1.56M +$1.29M +44,754 +486%
CAL
1130
Capital Analysts LLC
Pennsylvania
$1.56M -$47.9K -1,661 -3%
HAG
1131
HighPoint Advisor Group
Illinois
$1.56M -$43K -1,492 -3%
CG
1132
Cutler Group
California
$1.56M -$885K -30,703 -36%
EB
1133
Eastern Bank
Massachusetts
$1.55M -$601K -20,834 -28%
OFW
1134
Omnia Family Wealth
Florida
$1.54M -$115K -3,989 -7%
SSW
1135
Smith Shellnut Wilson
Mississippi
$1.54M +$9.4K +326 +0.6%
Assenagon Asset Management
1136
Assenagon Asset Management
Luxembourg
$1.54M -$336K -11,652 -18%
CHJWM
1137
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.54M +$3.69K +128 +0.2%
AW
1138
ACG Wealth
Georgia
$1.53M -$471K -16,324 -24%
ODCM
1139
Old Dominion Capital Management
Virginia
$1.53M -$47K -1,629 -3%
LWAC
1140
Laurel Wealth Advisors (California)
California
$1.53M -$75.1K -2,603 -5%
GWCM
1141
Godshalk Welsh Capital Management
Pennsylvania
$1.52M
TWI
1142
Thomas White International
Illinois
$1.52M
GBT
1143
Grove Bank & Trust
Florida
$1.51M +$20.6K +716 +1%
BKA
1144
Brick & Kyle Associates
Pennsylvania
$1.51M +$32.1K +1,112 +2%
NJBEST
1145
New Jersey Better Educational Savings Trust
New Jersey
$1.51M -$57.7K -2,000 -4%
AC
1146
Arjuna Capital
North Carolina
$1.5M +$27.6K +956 +2%
NIS
1147
National Investment Services
Wisconsin
$1.49M -$86.2K -2,990 -5%
APP
1148
Avantax Planning Partners
Iowa
$1.49M +$277K +9,591 +23%
BS
1149
Bessemer Securities
New York
$1.49M +$92.7K +3,215 +7%
KCM
1150
Kornitzer Capital Management
Kansas
$1.48M +$103K +3,564 +7%