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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1226
Geneos Wealth Management
Colorado
$2.2M +$504K +11,315 +27%
DL
1227
DOHJ LLC
Washington
$2.19M -$41K -919 -2%
LC
1228
Lindbrook Capital
California
$2.18M -$290K -6,509 -11%
BCM
1229
Birmingham Capital Management
Alabama
$2.18M -$470K -10,550 -17%
Bank Julius Baer & Co
1230
Bank Julius Baer & Co
Switzerland
$2.18M +$215K +4,823 +10%
AIIMS
1231
Analyst IMS Investment Management Services
Israel
$2.18M +$869K +19,509 +60%
RFN
1232
RDA Financial Network
Iowa
$2.18M +$111K +2,496 +5%
LWM
1233
LJI Wealth Management
Indiana
$2.17M -$33.1K -743 -1%
RA
1234
Ransom Advisory
Rhode Island
$2.17M +$57.9K +1,300 +3%
JFG
1235
Jefferies Financial Group
New York
$2.16M -$4.45M -99,888 -66%
ECM
1236
Exchange Capital Management
Michigan
$2.15M -$107K -2,396 -4%
LA
1237
LM Advisors
California
$2.15M -$22.1K -497 -1%
BCWM
1238
Bartlett & Co Wealth Management
Ohio
$2.14M -$56.5K -1,269 -2%
TA
1239
TKG Advisors
Indiana
$2.14M +$69.6K +1,562 +3%
CA
1240
Cumberland Advisors
Florida
$2.14M +$1.74K +39 +0.1%
WC
1241
Waterloo Capital
Texas
$2.13M +$554K +12,427 +32%
SIA
1242
Schechter Investment Advisors
Michigan
$2.13M -$399K -8,951 -15%
SBH
1243
Segall Bryant & Hamill
Illinois
$2.12M -$4.28K -96 -0.2%
IP
1244
Intellectus Partners
California
$2.12M -$11.2K -251 -0.5%
GWANC
1245
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.12M +$309K +6,924 +16%
EA
1246
Ellsworth Advisors
Ohio
$2.11M +$139K +3,123 +7%
SRC
1247
Shufro Rose & Co
New York
$2.11M -$19.4K -435 -0.9%
3IP
1248
3Chopt Investment Partners
Virginia
$2.1M +$225K +5,040 +11%
TCM
1249
Teza Capital Management
Illinois
$2.1M +$843K +18,911 +60%
PWG
1250
Portside Wealth Group
Utah
$2.1M +$84.5K +1,896 +4%