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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AL
1326
Aspiriant LLC
California
$1.2M -$25.3K -767 -2%
IAS
1327
IMA Advisory Services
Colorado
$1.2M -$10.6M -320,370 -88%
CIC
1328
Chilton Investment Company
Connecticut
$1.2M -$23.9M -724,590 -95%
ECP
1329
Epacria Capital Partners
Colorado
$1.19M +$485K +14,680 +54%
LIM
1330
Longfellow Investment Management
Massachusetts
$1.19M +$1.38M +41,674 New
HIIFS
1331
Harel Insurance Investments & Financial Services
Israel
$1.19M -$88.9K -2,692 -6%
AHC
1332
Adell Harriman & Carpenter
Texas
$1.19M +$376K +11,377 +38%
WP
1333
WealthSource Partners
California
$1.19M -$429 -13 -0%
SA
1334
Sunesis Advisors
Kansas
$1.19M -$27.7K -840 -2%
VT
1335
Vise Technologies
New York
$1.19M +$173K +5,245 +14%
BFG
1336
Bouchey Financial Group
New York
$1.19M -$11.4K -346 -0.8%
SWA
1337
Sutton Wealth Advisors
Florida
$1.19M -$1.35M -40,935 -50%
SIM
1338
Sterling Investment Management
Arizona
$1.19M +$17K +514 +1%
AT
1339
Arden Trust
Delaware
$1.18M -$1.6M -48,596 -54%
LA
1340
Legacy Advisors
Pennsylvania
$1.18M +$67.7K +2,050 +5%
AWA
1341
Arkadios Wealth Advisors
Georgia
$1.18M +$79.4K +2,405 +6%
MWM
1342
Meridian Wealth Management
Kentucky
$1.18M +$23.1K +699 +2%
TG
1343
TCW Group
California
$1.17M +$231K +6,994 +21%
GJCM
1344
Grand Jean Capital Management
California
$1.17M +$231 +7 +0%
CGH
1345
CMG Global Holdings
Texas
$1.17M -$405K -12,266 -23%
EWM
1346
Evergreen Wealth Management
Michigan
$1.17M +$23.9K +725 +2%
EWM
1347
Edge Wealth Management
New York
$1.17M -$954K -28,909 -41%
PCMK
1348
Paragon Capital Management (Kansas)
Kansas
$1.17M -$2.94K -89 -0.2%
CCWA
1349
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M +$221K +6,708 +20%
CFS
1350
CRA Financial Services
New Jersey
$1.16M +$89.8K +2,721 +7%