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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1176
Waldron Private Wealth
Pennsylvania
$1.62M +$260K +7,865 +16%
MWM
1177
Modera Wealth Management
New Jersey
$1.62M -$59.1K -1,791 -3%
EWA
1178
Exencial Wealth Advisors
Oklahoma
$1.62M +$107K +3,239 +6%
CA
1179
Carson Advisory
Georgia
$1.62M -$508K -15,378 -21%
Vanguard Capital Wealth Advisors
1180
Vanguard Capital Wealth Advisors
Colorado
$1.61M +$308K +9,344 +20%
BCM
1181
Beck Capital Management
Texas
$1.61M +$504K +15,262 +37%
TCBWMS
1182
Texas Capital Bank Wealth Management Services
Texas
$1.61M +$1.86M +56,234 New
SSW
1183
Smith Shellnut Wilson
Mississippi
$1.61M
CA
1184
Claro Advisors
Massachusetts
$1.61M +$242K +7,331 +15%
LSPW
1185
Lake Street Private Wealth
Illinois
$1.6M +$50.5K +1,529 +3%
NDSI
1186
Newman Dignan & Sheerar Inc
Rhode Island
$1.59M +$231 +7 +0%
EARNEST Partners
1187
EARNEST Partners
Georgia
$1.59M
TWP
1188
Tempus Wealth Planning
California
$1.59M -$1.49K -45 -0.1%
CT
1189
Columbia Trust
Oregon
$1.59M +$136K +4,113 +8%
FBFS
1190
First Business Financial Services
Wisconsin
$1.58M +$91.4K +2,769 +5%
CAI
1191
Capital Advisors Inc
Oklahoma
$1.58M +$59.8K +1,813 +3%
GA
1192
Greytown Advisors
Florida
$1.58M -$7.53K -228 -0.4%
MMM
1193
Mendel Money Management
Illinois
$1.58M +$160K +4,855 +10%
ICM
1194
Ionic Capital Management
New York
$1.58M -$278K -8,433 -13%
DTL
1195
Dynamic Technology Lab
Singapore
$1.57M +$1.82M +55,003 New
SFA
1196
Souders Financial Advisors
Ohio
$1.57M +$84K +2,544 +5%
FNBT
1197
FineMark National Bank & Trust
Florida
$1.57M -$41.1K -1,244 -2%
FHA
1198
First Horizon Advisors
Tennessee
$1.57M -$22.3K -677 -1%
DSC
1199
Duncker Streett & Co
Missouri
$1.57M +$13.2K +400 +0.7%
LSAG
1200
Lake Street Advisors Group
New Hampshire
$1.56M -$96.9K -2,934 -5%