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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
EPIME
1426
Evelyn Partners Investment Management (Europe)
$1.77M -$20.8K -495 -1%
SFG
1427
Sovereign Financial Group
Connecticut
$1.76M -$8.5K -202 -0.5%
LSPW
1428
Lake Street Private Wealth
Illinois
$1.76M +$43.7K +1,038 +3%
SC
1429
Saiph Capital
New Jersey
$1.75M +$855K +20,315 +19%
CA
1430
Claro Advisors
Massachusetts
$1.75M -$378K -8,981 -20%
ST
1431
Smithfield Trust
Pennsylvania
$1.75M +$968 +23 +0.1%
IA
1432
IFG Advisory
Georgia
$1.74M +$3.32K +79 +0.2%
CWM
1433
Connecticut Wealth Management
Connecticut
$1.73M +$187K +4,446 +14%
BEC
1434
Blue Edge Capital
Virginia
$1.73M – – –
PCS
1435
Personal CFO Solutions
New Jersey
$1.73M -$11.8K -281 -0.8%
OC
1436
Oarsman Capital
Wisconsin
$1.73M -$328K -7,795 -18%
KCFA
1437
Key Client Fiduciary Advisors
New Jersey
$1.73M -$17.9K -426 -1%
SW
1438
SkyOak Wealth
Michigan
$1.72M – – –
AA
1439
Armis Advisers
Georgia
$1.72M +$480K +11,408 +45%
BCM
1440
Bayesian Capital Management
New York
$1.72M -$1.64M -39,100 -52%
NI
1441
NCP Inc
California
$1.72M -$28K -666 -2%
EARNEST Partners
1442
EARNEST Partners
Georgia
$1.72M +$70.1K +1,666 +5%
PPW
1443
Pasadena Private Wealth
California
$1.72M – – –
PCM
1444
Princeton Capital Management
New Jersey
$1.71M -$106K -2,516 -7%
TF
1445
TLWM Financial
Texas
$1.71M -$6.18K -147 -0.4%
IA
1446
IFC Advisors
California
$1.7M +$32.2K +765 +2%
SC
1447
Schulhoff & Co
Ohio
$1.7M -$70.3K -1,672 -4%
KCM
1448
Kathmere Capital Management
Pennsylvania
$1.7M +$156K +3,697 +11%
DSC
1449
Duncker Streett & Co
Missouri
$1.69M -$152K -3,606 -9%
CFG
1450
Cooper Financial Group
California
$1.68M -$521K -12,385 -26%