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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1301
Westside Investment Management
California
$1.62M +$2.75K +80 +0.2%
LSA
1302
Leonteq Securities AG
Switzerland
$1.62M +$1.42M +41,221 +2,721%
FFO
1303
Fiduciary Family Office
Florida
$1.62M +$13.8K +401 +0.9%
CWM
1304
Connecticut Wealth Management
Connecticut
$1.61M -$292K -8,498 -17%
AAB
1305
ABN AMRO Bank
Netherlands
$1.61M -$247K -7,187 -14%
RCM
1306
RB Capital Management
Nevada
$1.61M -$103 -3 -0%
LA
1307
LVW Advisors
New York
$1.6M +$241K +7,034 +20%
LFA
1308
Legacy Financial Advisors
Kentucky
$1.6M +$79.7K +2,323 +6%
PPWP
1309
Premier Path Wealth Partners
New Jersey
$1.6M +$78.1K +2,274 +6%
FCA
1310
FLC Capital Advisors
California
$1.6M -$51.1K -1,490 -3%
RAM
1311
Ramirez Asset Management
New York
$1.59M -$66.3K -1,931 -4%
CGA
1312
Channing Global Advisors
Florida
$1.59M +$18.1K +526 +1%
SPG
1313
Strategic Planning Group
Utah
$1.59M +$131K +3,816 +10%
CQS
1314
Credential Qtrade Securities
$1.59M +$101K +2,951 +8%
JFG
1315
Jefferies Financial Group
New York
$1.59M -$15.5M -450,129 -91%
CCG
1316
Coastwise Capital Group
California
$1.58M +$79.5K +2,315 +6%
BTW
1317
Boston Trust Walden
Massachusetts
$1.58M -$13.7K -400 -1%
VT
1318
Vise Technologies
New York
$1.58M -$624K -18,172 -30%
BFG
1319
Bouchey Financial Group
New York
$1.57M -$3.5K -102 -0.2%
SIAG
1320
Safeguard Investment Advisory Group
California
$1.57M -$261K -7,603 -16%
GFS
1321
GYL Financial Synergies
Connecticut
$1.57M +$64.2K +1,871 +5%
BHPW
1322
Beverly Hills Private Wealth
California
$1.57M +$68.6K +1,999 +5%
PP
1323
Pegasus Partners
Wisconsin
$1.57M +$16.4K +479 +1%
VA
1324
Vident Advisory
Georgia
$1.56M +$210K +6,104 +17%
SW
1325
SkyOak Wealth
Michigan
$1.56M -$44.6K -1,299 -3%
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