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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1351
Robertson Stephens Wealth Management
California
$1.98M -$57.8K -1,374 -3%
PFA
1352
Pure Financial Advisors
California
$1.97M +$313K +7,431 +22%
GSB
1353
Greenfield Savings Bank
Massachusetts
$1.96M +$54.6K +1,299 +3%
EGA
1354
E&G Advisors
Texas
$1.96M
FPGT
1355
Financial Partners Group (Tennessee)
Tennessee
$1.96M -$70.6K -1,677 -4%
AP
1356
Appleton Partners
Massachusetts
$1.95M -$133K -3,155 -7%
QWP
1357
Quotient Wealth Partners
Texas
$1.95M +$119K +2,823 +7%
KF
1358
Krilogy Financial
Missouri
$1.95M +$48.3K +1,147 +3%
CCA
1359
Cobblestone Capital Advisors
New York
$1.95M -$133K -3,157 -7%
TCM
1360
Teza Capital Management
Illinois
$1.94M -$390K -9,265 -18%
HIM
1361
Hillsdale Investment Management
Ontario, Canada
$1.94M +$1.17M +27,740 +209%
AF
1362
AGP Franklin
Tennessee
$1.94M +$37.4K +890 +2%
FDS
1363
First Dallas Securities
Texas
$1.94M -$342K -8,122 -17%
BCM
1364
Birmingham Capital Management
Alabama
$1.94M -$479K -11,375 -22%
BCG
1365
Breakwater Capital Group
New Jersey
$1.94M +$170K +4,029 +11%
BWM
1366
BigSur Wealth Management
Florida
$1.93M
GFPC
1367
Global Financial Private Client
Florida
$1.93M +$1.47K +35 +0.1%
SIAG
1368
Safeguard Investment Advisory Group
California
$1.92M +$18K +427 +1%
RIA
1369
Regal Investment Advisors
Michigan
$1.92M -$585K -13,914 -26%
AB
1370
Atlas Brown
Kentucky
$1.91M +$65.1K +1,547 +4%
BBI
1371
Baxter Bros Inc
Connecticut
$1.91M +$15.5K +369 +0.9%
HP
1372
Hikari Power
Japan
$1.9M
EWA
1373
Exencial Wealth Advisors
Oklahoma
$1.9M -$54K -1,283 -3%
AWM
1374
Angeles Wealth Management
California
$1.9M +$43.8K +1,040 +3%
BWG
1375
Boomfish Wealth Group
Georgia
$1.89M +$73.3K +1,742 +5%