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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
V
1301
ViaWealth
Kansas
$2.69M -$2.87K -54 -0.1%
IAMOG
1302
Investors Asset Management of Georgia
Georgia
$2.69M +$161K +3,028 +7%
CM
1303
Cercano Management
Washington
$2.69M -$5.45M -102,390 -68%
JWM
1304
Jeppson Wealth Management
California
$2.68M -$111K -2,091 -4%
EWM
1305
Evercore Wealth Management
New York
$2.67M -$22.3K -420 -0.9%
3IP
1306
3Chopt Investment Partners
Virginia
$2.66M -$310K -5,832 -11%
RSS
1307
Rosenblum Silverman Sutton
California
$2.66M +$42.4K +798 +2%
OWA
1308
Octavia Wealth Advisors
Ohio
$2.65M -$252K -4,738 -9%
WC
1309
Wynn Capital
Georgia
$2.65M +$17.6K +330 +0.7%
MC
1310
Martin & Co
Tennessee
$2.64M +$34.7K +653 +1%
GA
1311
GoalVest Advisory
New York
$2.63M +$372K +7,003 +18%
OMIC
1312
Old Mission Investment Co
Michigan
$2.62M -$10.2K -191 -0.4%
PEAK6
1313
PEAK6
Illinois
$2.61M +$2.44M +45,856 New
VWA
1314
Visionary Wealth Advisors
Illinois
$2.6M +$51.9K +975 +2%
NAM
1315
NTV Asset Management
West Virginia
$2.6M -$62.4K -1,174 -3%
GCP
1316
GSA Capital Partners
United Kingdom
$2.59M +$1.09M +20,478 +82%
TCBWMS
1317
Texas Capital Bank Wealth Management Services
Texas
$2.58M -$1.92M -36,030 -44%
WIM
1318
Wittenberg Investment Management
Massachusetts
$2.57M – – –
RCM
1319
RB Capital Management
Nevada
$2.57M -$5.9K -111 -0.2%
LA
1320
Legacy Advisors
Pennsylvania
$2.57M +$552K +10,385 +30%
GWP
1321
Gateway Wealth Partners
Wisconsin
$2.56M -$1.55M -29,237 -39%
CFG
1322
Chapman Financial Group
Hawaii
$2.56M -$16.2K -304 -0.7%
CFS
1323
CRA Financial Services
New Jersey
$2.56M -$10.1K -190 -0.4%
IA
1324
IFG Advisory
Georgia
$2.54M +$2.37M +44,562 New
KFC
1325
Klingenstein Fields & Co
New York
$2.54M -$397K -7,469 -14%