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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1201
IHT Wealth Management
Illinois
$1.12M +$125K +4,592 +11%
Verition Fund Management
1202
Verition Fund Management
Connecticut
$1.12M -$5.06M -186,345 -80%
SVWA
1203
Sound View Wealth Advisors
Georgia
$1.11M +$1.23M +45,206 New
PCG
1204
Private Capital Group
Connecticut
$1.11M +$94.9K +3,497 +8%
6M
1205
6 Meridian
Kansas
$1.11M -$133K -4,900 -10%
FNBTCON
1206
First National Bank & Trust Co of Newtown
Pennsylvania
$1.1M -$13.5K -498 -1%
NFG
1207
Next Financial Group
Texas
$1.1M -$61K -2,247 -5%
FAIM
1208
Financial Advocates Investment Management
Washington
$1.1M +$1.16M +42,744 +2,059%
WWM
1209
Windsor Wealth Management
Indiana
$1.1M +$62.4K +2,300 +5%
BFG
1210
Bouchey Financial Group
New York
$1.1M -$64.1K -2,362 -5%
CG
1211
Colony Group
Massachusetts
$1.1M +$141K +5,204 +13%
SAM
1212
SignalPoint Asset Management
Missouri
$1.09M +$38.3K +1,412 +3%
MIS
1213
Morningstar Investment Services
Illinois
$1.09M +$1.2M +44,381 New
Rockefeller Capital Management
1214
Rockefeller Capital Management
New York
$1.09M +$156K +5,766 +15%
EWA
1215
EP Wealth Advisors
California
$1.09M -$32.4K -1,193 -3%
APP
1216
Avantax Planning Partners
Iowa
$1.09M +$31.5K +1,161 +3%
KFA
1217
Kelleher Financial Advisors
New York
$1.09M
WA
1218
WBH Advisory
Maryland
$1.09M +$24.4K +898 +2%
PNAA
1219
Pictet North America Advisors
Switzerland
$1.08M
NHC
1220
Nicholas Hoffman & Company
Georgia
$1.08M +$147K +5,429 +14%
AIC
1221
Ayalon Insurance Company
Israel
$1.07M +$178K +6,568 +18%
PAMG
1222
Patton Albertson Miller Group
Tennessee
$1.07M +$56.5K +2,081 +6%
CAM
1223
Cresset Asset Management
Illinois
$1.07M +$1.17M +43,293 New
SWA
1224
Sutton Wealth Advisors
Florida
$1.06M +$259K +9,538 +28%
IA
1225
IFG Advisory
Georgia
$1.06M -$127K -4,668 -10%