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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1426
Sovereign Financial Group
Connecticut
$1.76M -$8.5K -202 -0.5%
LSPW
1427
Lake Street Private Wealth
Illinois
$1.76M +$43.7K +1,038 +3%
SC
1428
Saiph Capital
New Jersey
$1.75M +$855K +20,315 +19%
CA
1429
Claro Advisors
Massachusetts
$1.75M -$378K -8,981 -20%
ST
1430
Smithfield Trust
Pennsylvania
$1.75M +$968 +23 +0.1%
IA
1431
IFG Advisory
Georgia
$1.74M +$3.32K +79 +0.2%
CWM
1432
Connecticut Wealth Management
Connecticut
$1.73M +$187K +4,446 +14%
BEC
1433
Blue Edge Capital
Virginia
$1.73M
PCS
1434
Personal CFO Solutions
New Jersey
$1.73M -$11.8K -281 -0.8%
OC
1435
Oarsman Capital
Wisconsin
$1.73M -$328K -7,795 -18%
KCFA
1436
Key Client Fiduciary Advisors
New Jersey
$1.73M -$17.9K -426 -1%
SW
1437
SkyOak Wealth
Michigan
$1.72M
AA
1438
Armis Advisers
Georgia
$1.72M +$480K +11,408 +45%
BCM
1439
Bayesian Capital Management
New York
$1.72M -$1.64M -39,100 -52%
NI
1440
NCP Inc
California
$1.72M -$28K -666 -2%
EARNEST Partners
1441
EARNEST Partners
Georgia
$1.72M +$70.1K +1,666 +5%
PPW
1442
Pasadena Private Wealth
California
$1.72M
PCM
1443
Princeton Capital Management
New Jersey
$1.71M -$106K -2,516 -7%
TF
1444
TLWM Financial
Texas
$1.71M -$6.18K -147 -0.4%
IA
1445
IFC Advisors
California
$1.7M +$32.2K +765 +2%
SC
1446
Schulhoff & Co
Ohio
$1.7M -$70.3K -1,672 -4%
KCM
1447
Kathmere Capital Management
Pennsylvania
$1.7M +$156K +3,697 +11%
DSC
1448
Duncker Streett & Co
Missouri
$1.69M -$152K -3,606 -9%
CFG
1449
Cooper Financial Group
California
$1.68M -$521K -12,385 -26%
RP
1450
Raelipskie Partnership
Ontario, Canada
$1.68M +$61K +1,450 +4%