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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MW
1351
MBL Wealth
North Carolina
$2.45M +$367K +6,893 +19%
CPCM
1352
Cardinal Point Capital Management
Ontario, Canada
$2.44M +$256K +4,807 +13%
NRC
1353
New Republic Capital
North Carolina
$2.44M +$1.64M +30,885 +259%
RPCONE
1354
Retirement Planning Company of New England
Rhode Island
$2.44M -$9.63K -181 -0.4%
SC
1355
Saiph Capital
New Jersey
$2.43M +$130K +2,450 +2%
Financial Engines Advisors
1356
Financial Engines Advisors
California
$2.43M +$3.03K +57 +0.1%
AA
1357
Altman Advisors
Illinois
$2.43M -$11.6K -218 -0.5%
CIM
1358
CIM Investment Management
Pennsylvania
$2.42M +$1.64M +30,795 +262%
SYBT
1359
Stock Yards Bank & Trust
Kentucky
$2.42M -$181K -3,404 -7%
FCCM
1360
First City Capital Management
Georgia
$2.41M -$3.67K -69 -0.2%
KP
1361
Keel Point
Alabama
$2.41M +$42.3K +795 +2%
GSB
1362
Greenfield Savings Bank
Massachusetts
$2.4M -$10.2K -191 -0.5%
CCS
1363
Concentric Capital Strategies
Connecticut
$2.4M -$482K -9,062 -18%
Blackstone Inc
1364
Blackstone Inc
New York
$2.4M -$2.82M -52,950 -56%
BFW
1365
Brady Family Wealth
Missouri
$2.4M -$798 -15 -0%
KWM
1366
Kiker Wealth Management
Georgia
$2.39M +$2.23M +42,016 New
BFC
1367
Blue Fin Capital
Rhode Island
$2.39M -$61.9K -1,164 -3%
WCM
1368
Weaver Capital Management
Georgia
$2.39M – – –
OCPWS
1369
One Charles Private Wealth Services
Massachusetts
$2.39M -$531K -9,989 -19%
FCA
1370
FLC Capital Advisors
California
$2.39M -$122K -2,297 -5%
CFWMA
1371
Center for Wealth Management Advisory
Ohio
$2.39M +$2.23M +41,890 New
SACTSONJ
1372
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.39M -$192K -3,615 -8%
CCG
1373
Ceeto Capital Group
Florida
$2.39M – – –
EWA
1374
EverSource Wealth Advisors
Alabama
$2.38M -$268K -5,038 -11%
KI
1375
KTF Investments
California
$2.38M +$1.28M +24,100 +137%