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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1351
Falcon Wealth Planning
California
$2.14M -$71.3K -1,382 -3%
EFG
1352
Everhart Financial Group
Ohio
$2.14M +$138K +2,671 +6%
MG
1353
Mather Group
Illinois
$2.13M +$134K +2,591 +6%
AIM
1354
Advyzon Investment Management
Illinois
$2.12M +$163K +3,157 +8%
APW
1355
Aventura Private Wealth
Florida
$2.11M -$25.8K -500 -1%
BFC
1356
Blue Fin Capital
Rhode Island
$2.1M -$16.2K -313 -0.7%
LGA
1357
Lebenthal Global Advisors
New York
$2.1M +$1.78M +34,492 +401%
RIA
1358
Regal Investment Advisors
Michigan
$2.1M -$48.4K -938 -2%
RPCONE
1359
Retirement Planning Company of New England
Rhode Island
$2.1M +$23.6K +458 +1%
AGWCA
1360
Annis Gardner Whiting Capital Advisors
Florida
$2.1M +$143K +2,777 +7%
GFP
1361
Gryphon Financial Partners
Ohio
$2.09M +$569K +11,026 +35%
AA
1362
Altman Advisors
Illinois
$2.09M -$349K -6,757 -14%
WPC
1363
White Pine Capital
Minnesota
$2.08M -$27.6K -535 -1%
WIM
1364
Westside Investment Management
California
$2.08M -$23.2K -449 -1%
CFM
1365
Catalyst Funds Management
Australia
$2.08M +$103K +1,995 +5%
RCAG
1366
Rehmann Capital Advisory Group
Michigan
$2.08M +$189K +3,665 +9%
Financial Engines Advisors
1367
Financial Engines Advisors
California
$2.07M -$92.8K -1,799 -4%
GITFIT
1368
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.07M +$103K +2,000 +5%
GG
1369
Gleason Group
Kentucky
$2.07M -$7.02K -136 -0.3%
FCCM
1370
First City Capital Management
Georgia
$2.07M -$596K -11,544 -21%
GSB
1371
Greenfield Savings Bank
Massachusetts
$2.06M +$22.5K +436 +1%
ACM
1372
Aljian Capital Management
Nevada
$2.05M +$39.9K +773 +2%
BFW
1373
Brady Family Wealth
Missouri
$2.05M -$980 -19 -0%
OC
1374
Oarsman Capital
Wisconsin
$2.05M -$14.1K -274 -0.6%
PCM
1375
Polymer Capital Management
New York
$2.04M -$34.6K -670 -2%