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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1301
Pure Financial Advisors
California
$2.29M +$131K +2,687 +6%
RAM
1302
Ramirez Asset Management
New York
$2.28M +$32.9K +675 +2%
CFS
1303
CRA Financial Services
New Jersey
$2.28M -$21.2K -434 -1%
CP
1304
CenterBook Partners
Connecticut
$2.28M -$3.85K -79 -0.2%
IAMOG
1305
Investors Asset Management of Georgia
Georgia
$2.27M -$4.68K -96 -0.2%
AO
1306
Advisor OS
Illinois
$2.27M +$195K +3,989 +10%
KAS
1307
KPP Advisory Services
Kentucky
$2.27M +$33.6K +689 +2%
ANTB
1308
AMG National Trust Bank
Colorado
$2.27M +$27.2K +558 +1%
RPCONE
1309
Retirement Planning Company of New England
Rhode Island
$2.26M -$11.4K -233 -0.5%
KFA
1310
Kelleher Financial Advisors
New York
$2.25M +$303K +6,211 +17%
FFG
1311
Fortem Financial Group
California
$2.25M +$62.1K +1,273 +3%
APW
1312
Aventura Private Wealth
Florida
$2.25M +$23.7K +485 +1%
UBP
1313
Union Bancaire Privee
Switzerland
$2.25M
WPC
1314
White Pine Capital
Minnesota
$2.24M +$24.4K +500 +1%
FWP
1315
Falcon Wealth Planning
California
$2.23M -$54.1K -1,109 -3%
CGA
1316
Channing Global Advisors
Florida
$2.23M -$508K -10,423 -19%
WIM
1317
Westside Investment Management
California
$2.22M +$2.83K +58 +0.1%
Financial Engines Advisors
1318
Financial Engines Advisors
California
$2.22M +$374K +7,675 +22%
CA
1319
Claro Advisors
Massachusetts
$2.22M +$295K +6,054 +16%
MC
1320
Martin & Co
Tennessee
$2.21M -$5.95K -122 -0.3%
BFC
1321
Blue Fin Capital
Rhode Island
$2.21M -$61.5K -1,261 -3%
GQG Partners
1322
GQG Partners
Florida
$2.21M +$2.09M +42,818 New
Axa
1323
Axa
France
$2.21M -$35.7M -731,888 -94%
VWA
1324
Visionary Wealth Advisors
Illinois
$2.2M +$3.12K +64 +0.1%
Optiver Holding
1325
Optiver Holding
Netherlands
$2.2M +$1.9M +38,863 +1,017%