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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1401
Aspen Investment Management
Michigan
$1.16M -$194K -5,375 -13%
GWANC
1402
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.15M +$595K +16,532 +81%
CFS
1403
CRA Financial Services
New Jersey
$1.15M -$16.3K -453 -1%
BL
1404
Balentine LLC
Georgia
$1.14M -$1.75M -48,692 -57%
AL
1405
Aspiriant LLC
California
$1.14M -$40.2K -1,117 -3%
KF
1406
Krilogy Financial
Missouri
$1.14M +$239K +6,645 +22%
EWM
1407
Empirical Wealth Management
Washington
$1.14M +$276K +7,662 +27%
AWC
1408
Abundance Wealth Counselors
Pennsylvania
$1.13M -$28.3K -787 -2%
OCM
1409
Orion Capital Management
California
$1.13M +$54K +1,500 +4%
LOAME
1410
Lombard Odier Asset Management (Europe)
United Kingdom
$1.13M -$373K -10,355 -22%
EDRIA
1411
Edmonds Duncan Registered Investment Advisors
Kansas
$1.13M – – –
MCA
1412
Millennium Capital Advisors
Arkansas
$1.13M -$42.8K -1,189 -3%
CANY
1413
Caxton Associates (New York)
New York
$1.13M +$721K +20,024 +124%
SHA
1414
Seneca House Advisors
Virginia
$1.12M +$73.2K +2,033 +6%
BEC
1415
Blue Edge Capital
Virginia
$1.12M – – –
BFA
1416
Buttonwood Financial Advisors
Maryland
$1.12M -$4.61K -128 -0.4%
NW
1417
Naviter Wealth
Arkansas
$1.12M +$1.29M +35,862 New
PCM
1418
Princeton Capital Management
New Jersey
$1.11M +$48.6K +1,350 +4%
PH
1419
Pinnacle Holdings
Oklahoma
$1.11M – – –
WDC
1420
Woodward Diversified Capital
California
$1.11M -$353K -9,802 -22%
NHC
1421
Nicholas Hoffman & Company
Georgia
$1.11M +$21.7K +602 +2%
CCWA
1422
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.11M -$57K -1,583 -4%
SAM
1423
SignalPoint Asset Management
Missouri
$1.1M -$3.42K -95 -0.3%
RWA
1424
Ropes Wealth Advisors
Massachusetts
$1.1M +$54K +1,500 +4%
CRC
1425
Curi RMB Capital
Illinois
$1.1M +$147K +4,089 +13%
55 56
57
58 59