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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1201
Beacon Financial Group
Texas
$1.56M -$75.1K -2,274 -4%
BIM
1202
Bridgecreek Investment Management
Oklahoma
$1.56M +$668K +20,250 +59%
EI
1203
Ethic Inc
New York
$1.56M -$250K -7,585 -12%
SVWAG
1204
Sound View Wealth Advisors Group
Georgia
$1.56M -$208K -6,316 -10%
FLI
1205
Family Legacy Inc
South Carolina
$1.56M +$86.1K +2,608 +5%
HWA
1206
HCR Wealth Advisors
California
$1.55M -$48.6K -1,471 -3%
VWA
1207
V Wealth Advisors
Kansas
$1.54M +$208K +6,313 +13%
DI
1208
DFPG Investments
Utah
$1.54M +$159K +4,822 +10%
SIAG
1209
Safeguard Investment Advisory Group
California
$1.54M -$125K -3,790 -7%
SCP
1210
Shorepoint Capital Partners
Massachusetts
$1.53M +$27.4K +831 +2%
LOAMS
1211
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.53M +$155K +4,692 +10%
SWA
1212
Stratos Wealth Advisors
Ohio
$1.53M -$94.1K -2,851 -5%
WA
1213
WBH Advisory
Maryland
$1.52M +$1.75M +53,129 New
SC
1214
Sepio Capital
Utah
$1.52M +$660 +20 +0%
IAMOG
1215
Investors Asset Management of Georgia
Georgia
$1.52M -$6.6K -200 -0.4%
CAAS
1216
Capital Asset Advisory Services
Michigan
$1.5M +$259K +7,832 +18%
CBC
1217
Coombe, Bender & Co
New York
$1.5M +$192K +5,827 +12%
SLFPAM
1218
St. Louis Financial Planners Asset Management
Missouri
$1.49M +$1.72M +52,213 New
FHA
1219
Flagship Harbor Advisors
Massachusetts
$1.49M -$270K -8,165 -14%
RIA
1220
Regal Investment Advisors
Michigan
$1.49M -$33K -1,000 -2%
MIM
1221
MTM Investment Management
South Carolina
$1.48M +$363 +11 +0%
PC
1222
Prairiewood Capital
North Dakota
$1.48M -$3.9K -118 -0.2%
STA
1223
Summit Trail Advisors
New York
$1.48M +$225K +6,828 +15%
GWA
1224
GGM Wealth Advisors
Maryland
$1.48M
GP
1225
Girard Partners
Pennsylvania
$1.48M -$1.25M -37,767 -42%