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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
1401
EARNEST Partners
Georgia
$1.47M -$55.2K -1,441 -4%
PWM
1402
Palumbo Wealth Management
New York
$1.47M +$220K +5,747 +18%
MC
1403
Mathes Company
New York
$1.47M -$115K -3,000 -8%
NI
1404
NCP Inc
California
$1.47M -$3.56K -93 -0.3%
LFA
1405
Legacy Financial Advisors
Kentucky
$1.46M -$205K -5,347 -13%
CG
1406
Corundum Group
Colorado
$1.46M +$448K +11,695 +47%
MFG
1407
Mosaic Financial Group
Illinois
$1.45M +$430K +11,212 +44%
TW
1408
TrinityPoint Wealth
Connecticut
$1.45M -$8.47K -221 -0.6%
VT
1409
Vise Technologies
New York
$1.45M -$197K -5,152 -12%
BLC
1410
Brown, Lisle/Cummings
Rhode Island
$1.44M -$9.31K -243 -0.7%
PWA
1411
Provenance Wealth Advisors
Florida
$1.44M +$12.1K +315 +0.9%
ST
1412
Smithfield Trust
Pennsylvania
$1.44M -$71.5K -1,865 -5%
EDRIA
1413
Edmonds Duncan Registered Investment Advisors
Kansas
$1.44M
KF
1414
Krilogy Financial
Missouri
$1.44M +$54.2K +1,413 +4%
CVA
1415
Central Valley Advisors
California
$1.44M +$75.1K +1,959 +7%
BEC
1416
Blue Edge Capital
Virginia
$1.43M
MWA
1417
Midland Wealth Advisors
Illinois
$1.43M -$30.5K -797 -2%
PCM
1418
Princeton Capital Management
New Jersey
$1.42M +$37.4K +976 +3%
CBA
1419
Coastal Bridge Advisors
Connecticut
$1.42M +$14.5K +378 +1%
FWM
1420
Finer Wealth Management
Massachusetts
$1.42M -$467K -12,182 -25%
ECP
1421
Epacria Capital Partners
Colorado
$1.42M
TCBWMS
1422
Texas Capital Bank Wealth Management Services
Texas
$1.42M +$760K +19,821 +126%
MFG
1423
Magnus Financial Group
New York
$1.41M -$131K -3,422 -9%
GAG
1424
GM Advisory Group
New York
$1.41M +$17.1K +446 +1%
JE
1425
JMAC Enterprises
Pennsylvania
$1.41M -$76K -1,983 -5%