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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
1401
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.52M +$139K +3,048 +10%
FANJ
1402
Financial Architects (New Jersey)
New Jersey
$1.51M -$1.23K -27 -0.1%
CIA
1403
Citadel Investment Advisory
Ohio
$1.51M
AOWM
1404
Alpha Omega Wealth Management
Virginia
$1.51M +$68.4K +1,502 +5%
STA
1405
Summit Trail Advisors
New York
$1.51M +$87.3K +1,916 +6%
EWA
1406
Exencial Wealth Advisors
Oklahoma
$1.5M -$792K -17,389 -34%
IA
1407
IFG Advisory
Georgia
$1.5M +$15.2K +334 +1%
MW
1408
Marcum Wealth
Ohio
$1.5M -$57.1K -1,254 -4%
BCM
1409
Buckhead Capital Management
Georgia
$1.49M
SIC
1410
Samalin Investment Counsel
New York
$1.49M -$59.6K -1,308 -4%
CWA
1411
Clearview Wealth Advisors
Oregon
$1.47M +$49.8K +1,094 +3%
ACM
1412
AlphaStar Capital Management
North Carolina
$1.46M +$186K +4,076 +15%
EML
1413
Eos Management LP
New York
$1.46M
KF
1414
Krilogy Financial
Missouri
$1.46M +$96.1K +2,110 +7%
LFAS
1415
Level Four Advisory Services
Texas
$1.46M +$728K +15,977 +95%
BOPW
1416
Brandywine Oak Private Wealth
Pennsylvania
$1.46M -$42.1K -924 -3%
CAMG
1417
CWA Asset Management Group
Florida
$1.46M +$28.7K +631 +2%
SAM
1418
S.A. Mason
Michigan
$1.46M
BFPW
1419
BOK Financial Private Wealth
Colorado
$1.46M +$498K +10,937 +50%
CC
1420
Centiva Capital
New York
$1.46M +$1.49M +32,704 New
AWM
1421
Altavista Wealth Management
North Carolina
$1.45M -$10.5K -230 -0.7%
FI
1422
Fractal Investments
Connecticut
$1.45M +$1.49M +32,649 New
CB
1423
Community Bank
New York
$1.45M -$40K -879 -3%
SC
1424
Sepio Capital
Utah
$1.45M -$1.76M -38,538 -54%
SIA
1425
Strategic Investment Advisors
Michigan
$1.45M +$92.4K +2,029 +7%