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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1376
Precedent Wealth Partners
Texas
$1.68M +$263K +5,898 +17%
LCGC
1377
Legacy Capital Group California
California
$1.67M +$752K +16,886 +73%
BBI
1378
Baxter Bros Inc
Connecticut
$1.67M +$54.8K +1,230 +3%
BOC
1379
Barbara Oil Co
Illinois
$1.67M – – –
MFWP
1380
Mosaic Family Wealth Partners
Missouri
$1.67M +$113K +2,531 +7%
KF
1381
Krilogy Financial
Missouri
$1.67M +$276K +6,194 +18%
CC
1382
Centiva Capital
New York
$1.66M +$604K +13,559 +52%
MWM
1383
MFG Wealth Management
Indiana
$1.66M +$6.82K +153 +0.4%
KP
1384
Keel Point
Alabama
$1.66M +$155K +3,479 +10%
EWA
1385
Etesian Wealth Advisors
Oregon
$1.66M -$125K -2,813 -7%
CWC
1386
Carolinas Wealth Consulting
North Carolina
$1.65M -$48.9K -1,098 -3%
SIG
1387
Stonegate Investment Group
Alabama
$1.65M +$143K +3,219 +9%
BFO
1388
Biltmore Family Office
North Carolina
$1.65M +$40.3K +904 +2%
SOS
1389
Silver Oak Securities
Tennessee
$1.65M -$105K -2,357 -6%
DSC
1390
Duncker Streett & Co
Missouri
$1.64M -$159K -3,579 -8%
IIC
1391
Integrated Investment Consultants
Michigan
$1.64M -$1.34M -30,145 -43%
TPA
1392
Trivium Point Advisory
Connecticut
$1.64M +$86.8K +1,949 +5%
MBI
1393
May Barnhard Investments
Maryland
$1.64M -$267 -6 -0%
CIG
1394
Cullen Investment Group
Louisiana
$1.63M -$2.9K -65 -0.2%
GCM
1395
Generation Capital Management
New York
$1.63M -$54.1K -1,213 -3%
AWM
1396
Angeles Wealth Management
California
$1.63M -$11.7K -263 -0.7%
AO
1397
Advisor OS
Illinois
$1.63M -$50.7K -1,137 -3%
LFA
1398
Legacy Financial Advisors
Kentucky
$1.62M -$15.8K -354 -0.9%
AB
1399
Atlas Brown
Kentucky
$1.62M +$13.7K +308 +0.8%
BLC
1400
Brown, Lisle/Cummings
Rhode Island
$1.62M +$11.4K +256 +0.7%