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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1176
Claro Advisors
Massachusetts
$1.52M -$9.05K -306 -0.5%
SIA
1177
Schechter Investment Advisors
Michigan
$1.52M +$124K +4,187 +8%
FLI
1178
Family Legacy Inc
South Carolina
$1.51M +$26.8K +905 +2%
NDSI
1179
Newman Dignan & Sheerar Inc
Rhode Island
$1.51M -$20.5K -694 -1%
BEI
1180
Benjamin Edwards Inc
Missouri
$1.51M +$1.35M +45,506 +472%
JWM
1181
Jeppson Wealth Management
California
$1.51M -$82.5K -2,790 -5%
SIA
1182
SeaBridge Investment Advisors
New Jersey
$1.51M -$465K -15,714 -22%
WAP
1183
Wealthcare Advisory Partners
Pennsylvania
$1.51M +$15.3K +518 +0.9%
RAM
1184
RWC Asset Management
United Kingdom
$1.5M -$13.3M -449,969 -89%
CWM
1185
Connecticut Wealth Management
Connecticut
$1.5M +$525K +17,735 +48%
AIS
1186
AM Investment Strategies
Tennessee
$1.5M -$96.4K -3,257 -6%
CCP
1187
Clarkston Capital Partners
Michigan
$1.49M +$118K +4,000 +8%
MMM
1188
Mendel Money Management
Illinois
$1.49M -$8.88K -300 -0.5%
AAS
1189
Ameritas Advisory Services
Nebraska
$1.49M +$674K +22,784 +72%
LSPW
1190
Lake Street Private Wealth
Illinois
$1.49M -$48K -1,624 -3%
HFM
1191
Hartford Financial Management
Connecticut
$1.48M -$67.5K -2,283 -4%
FFN
1192
Focus Financial Network
Minnesota
$1.48M -$261K -8,809 -14%
MAM
1193
Madison Asset Management
Wisconsin
$1.48M +$1.59M +53,872 New
FNBT
1194
FineMark National Bank & Trust
Florida
$1.47M -$150K -5,079 -9%
WTB
1195
Washington Trust Bank
Washington
$1.46M -$87.5K -2,958 -5%
CCFP
1196
Charles Carroll Financial Partners
Massachusetts
$1.46M
DL
1197
DOHJ LLC
Washington
$1.46M +$378K +12,781 +30%
LSAG
1198
Lake Street Advisors Group
New Hampshire
$1.46M -$9.2K -311 -0.6%
PCG
1199
Prosperity Consulting Group
Maryland
$1.46M +$103K +3,477 +7%
MP
1200
McDonald Partners
Ohio
$1.46M -$223K -7,533 -12%