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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SWR
1151
Spahn Wealth & Retirement
Arizona
$3.03M
MA
1152
MCF Advisors
Kentucky
$3.02M +$319K +6,180 +11%
WC
1153
Waterloo Capital
Texas
$3.01M -$840K -16,280 -21%
CPA
1154
Capital Planning Advisors
California
$2.98M -$65.7K -1,273 -2%
BFA
1155
Bragg Financial Advisors
North Carolina
$2.97M +$82.9K +1,606 +3%
ETC
1156
Exchange Traded Concepts
Oklahoma
$2.95M -$1.31M -25,311 -30%
SFP
1157
Shepherd Financial Partners
Massachusetts
$2.94M -$361 -7 -0%
HSA
1158
HBK Sorce Advisory
Pennsylvania
$2.94M +$24.8K +480 +0.8%
FLI
1159
Family Legacy Inc
South Carolina
$2.94M -$16.5K -319 -0.5%
LWMM
1160
Legacy Wealth Management (Mississippi)
Mississippi
$2.93M -$860K -16,659 -22%
WEG
1161
World Equity Group
Illinois
$2.92M -$711K -13,784 -19%
AC
1162
Avestar Capital
New York
$2.9M -$32K -620 -1%
Verition Fund Management
1163
Verition Fund Management
Connecticut
$2.89M -$32.9M -638,189 -91%
PA
1164
Profund Advisors
Maryland
$2.89M -$667K -12,934 -18%
PPWP
1165
Premier Path Wealth Partners
New Jersey
$2.88M +$165K +3,199 +6%
LWA
1166
Lineweaver Wealth Advisors
Ohio
$2.88M +$56.8K +1,100 +2%
ANTB
1167
AMG National Trust Bank
Colorado
$2.88M +$686K +13,297 +29%
IFU
1168
iSAM Funds (UK)
United Kingdom
$2.87M +$3.04M +58,926 New
LAM
1169
Lakewood Asset Management
Illinois
$2.87M -$1.37M -26,589 -31%
SJIM
1170
St. Johns Investment Management
Florida
$2.87M +$124K +2,412 +4%
CWM
1171
Calamos Wealth Management
Illinois
$2.86M -$274K -5,305 -8%
AIA
1172
Affinity Investment Advisors
California
$2.86M +$18.8K +365 +0.6%
DWP
1173
Daymark Wealth Partners
Ohio
$2.85M +$263K +5,095 +10%
SC
1174
Skylands Capital
Wisconsin
$2.85M -$11.6K -225 -0.4%
PFBT
1175
Parkside Financial Bank & Trust
Missouri
$2.84M -$74.7K -1,448 -2%