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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PDL
1276
Portfolio Design Labs
California
$2.4M -$140K -2,709 -5%
JWM
1277
Jeppson Wealth Management
California
$2.39M -$244K -4,724 -9%
PE
1278
PCM Encore
Colorado
$2.39M +$24.8K +480 +1%
WCM
1279
Weaver Capital Management
Georgia
$2.39M +$61.4K +1,190 +2%
BIM
1280
Bridges Investment Management
Nebraska
$2.39M -$206K -3,988 -8%
LCAM
1281
London & Capital Asset Management
United Kingdom
$2.39M -$629K -12,186 -20%
NL
1282
NVWM LLC
Pennsylvania
$2.39M +$34.7K +673 +1%
BFG
1283
Beacon Financial Group
Texas
$2.39M -$59.7K -1,157 -2%
GM
1284
GeoWealth Management
Illinois
$2.38M -$657K -12,740 -21%
MAM
1285
MWA Asset Management
Massachusetts
$2.38M +$63.2K +1,225 +3%
BTW
1286
Boston Trust Walden
Massachusetts
$2.38M -$722 -14 -0%
PWMG
1287
Prestige Wealth Management Group
New Jersey
$2.37M -$27.9K -540 -1%
SSA
1288
Sierra Summit Advisors
Nevada
$2.37M +$191K +3,697 +8%
SAM
1289
Summit Asset Management
Tennessee
$2.37M
PA
1290
Probity Advisors
Texas
$2.37M -$33.5K -649 -1%
FMI
1291
F/M Investments
District of Columbia
$2.37M -$1.93M -37,402 -44%
GWM
1292
Gibbs Wealth Management
Georgia
$2.36M +$1.39M +26,849 +125%
KCM
1293
Kathmere Capital Management
Pennsylvania
$2.36M +$315K +6,099 +14%
CC
1294
Carlson Capital
Texas
$2.35M +$1.72M +33,360 +225%
SM
1295
Sciencast Management
New Jersey
$2.33M +$2.47M +47,832 New
PFM
1296
Patton Fund Management
Texas
$2.32M -$4.16M -80,543 -63%
BCP
1297
Berkeley Capital Partners
Georgia
$2.32M -$422K -8,173 -15%
MWM
1298
Meridian Wealth Management
Kentucky
$2.32M -$889K -17,222 -27%
OTL
1299
Oak Thistle LLC
New York
$2.31M +$317K +6,150 +15%
DWA
1300
Douglass Winthrop Advisors
New York
$2.31M +$2.48K +48 +0.1%