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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1201
Waldron Private Wealth
Pennsylvania
$2.07M +$33.4K +872 +2%
AAS
1202
Ameritas Advisory Services
Nebraska
$2.07M -$11.2K -292 -0.6%
CI
1203
Conning Inc
Connecticut
$2.07M -$2.49M -64,917 -56%
GWA
1204
Gratus Wealth Advisors
Virginia
$2.06M +$383 +10 +0%
CCG
1205
Ceeto Capital Group
Florida
$2.06M – – –
WCM
1206
Wunderlich Capital Managemnt
Tennessee
$2.06M +$53.6K +1,398 +3%
SRC
1207
Shufro Rose & Co
New York
$2.06M -$383 -10 -0%
CGH
1208
CMG Global Holdings
Texas
$2.05M -$41.3K -1,077 -2%
MIM
1209
MTM Investment Management
South Carolina
$2.05M +$38 +1 +0%
FIA
1210
Foundations Investment Advisors
Arizona
$2.03M -$120K -3,131 -6%
AA
1211
Aire Advisors
California
$2.03M -$3.87K -101 -0.2%
DWM
1212
Diversify Wealth Management
Utah
$2.03M +$2.12M +55,326 New
WHC
1213
Wulff, Hansen & Co
California
$2.03M -$79.9K -2,085 -4%
NG
1214
Norden Group
Utah
$2.02M -$84K -2,193 -4%
DL
1215
DOHJ LLC
Washington
$2.02M +$32.2K +839 +2%
HFM
1216
Hartford Financial Management
Connecticut
$2.02M -$69.3K -1,807 -3%
HCCM
1217
Hudson Canyon Capital Management
New York
$2.02M -$263K -6,856 -12%
OCPWS
1218
One Charles Private Wealth Services
Massachusetts
$2.02M +$9.2K +240 +0.5%
FPGT
1219
Financial Partners Group (Tennessee)
Tennessee
$2.01M -$47.6K -1,242 -2%
IWA
1220
IBEX Wealth Advisors
New Jersey
$2.01M +$1.93M +50,471 New
CIA
1221
Cohen Investment Advisors
New Hampshire
$2M -$201K -5,253 -7%
DWP
1222
Daymark Wealth Partners
Ohio
$2M +$578K +15,078 +43%
NL
1223
NVWM LLC
Pennsylvania
$2M +$82.6K +2,156 +4%
SC
1224
Savoie Capital
Illinois
$1.99M – – –
WP
1225
Waycross Partners
Kentucky
$1.99M +$766K +20,000 +67%
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