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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1376
Penserra Capital Management
California
$1.33M -$197K -6,763 -15%
EGA
1377
E&G Advisors
Texas
$1.33M -$11.6K -400 -1%
GFS
1378
GYL Financial Synergies
Connecticut
$1.33M +$11.3K +387 +1%
CCG
1379
Coastwise Capital Group
California
$1.33M -$41.5K -1,426 -3%
BHPW
1380
Beverly Hills Private Wealth
California
$1.32M -$145K -4,986 -11%
SIP
1381
Stoneridge Investment Partners
Pennsylvania
$1.32M +$1.14M +39,130 New
MFWP
1382
Mosaic Family Wealth Partners
Missouri
$1.32M +$21.7K +746 +2%
KFA
1383
Kelleher Financial Advisors
New York
$1.32M +$116 +4 +0%
JWM
1384
Jupiter Wealth Management
Colorado
$1.31M
CQS
1385
Credential Qtrade Securities
$1.31M -$27.1K -930 -2%
PH
1386
Pinnacle Holdings
Oklahoma
$1.3M +$5.59K +192 +0.5%
EARNEST Partners
1387
EARNEST Partners
Georgia
$1.3M -$21.1K -723 -2%
PWPS
1388
Pinnacle Wealth Planning Services
Ohio
$1.3M +$154K +5,279 +16%
BWG
1389
Boomfish Wealth Group
Georgia
$1.29M +$1.12M +38,436 New
FSA
1390
Fort Sheridan Advisors
Illinois
$1.29M +$17.3K +594 +2%
SPG
1391
Strategic Planning Group
Utah
$1.29M +$1.11M +38,176 New
BFO
1392
Biltmore Family Office
North Carolina
$1.28M +$15.5K +533 +1%
SA
1393
Strategic Advisors
New York
$1.28M -$64K -2,199 -5%
CIG
1394
Cullen Investment Group
Louisiana
$1.28M +$1.11M +38,038 New
RWB
1395
RMR Wealth Builders
New Jersey
$1.28M +$216K +7,422 +24%
PMA
1396
Prudent Man Advisors
Illinois
$1.27M -$54.3K -1,864 -5%
SC
1397
Schulhoff & Co
Ohio
$1.27M +$466 +16 +0%
TW
1398
TrinityPoint Wealth
Connecticut
$1.26M -$113K -3,885 -9%
FNBTCON
1399
First National Bank & Trust Co of Newtown
Pennsylvania
$1.26M -$5.76K -198 -0.5%
RCAG
1400
Rehmann Capital Advisory Group
Michigan
$1.26M +$12K +411 +1%