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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1451
Appleton Partners
Massachusetts
$2.09M -$37.8K -711 -2%
DI
1452
Diligent Investors
California
$2.09M +$13.3K +250 +0.7%
JWM
1453
Jupiter Wealth Management
Colorado
$2.09M +$106K +2,000 +6%
LSPW
1454
Lake Street Private Wealth
Illinois
$2.09M +$13.3K +250 +0.7%
BW
1455
BIP Wealth
Georgia
$2.07M +$236K +4,441 +14%
AL
1456
Aspiriant LLC
California
$2.07M +$39.4K +740 +2%
MYLI
1457
Meiji Yasuda Life Insurance
Japan
$2.07M -$107K -2,014 -5%
LIM
1458
Longfellow Investment Management
Massachusetts
$2.07M – – –
BAG
1459
Bridgewealth Advisory Group
California
$2.07M +$29K +546 +2%
FAM
1460
Fairtree Asset Management
South Africa
$2.07M – – –
HA
1461
Herold Advisors
New York
$2.07M +$137K +2,577 +8%
EAN
1462
Excelsior Advisor Network
Colorado
$2.06M +$358K +6,735 +23%
KCFA
1463
Key Client Fiduciary Advisors
New Jersey
$2.06M -$12.1K -228 -0.6%
ECM
1464
EagleClaw Capital Management
Massachusetts
$2.05M -$810K -15,239 -30%
AFP
1465
Ausdal Financial Partners
Iowa
$2.04M -$47.7K -896 -2%
ZF
1466
Zhang Financial
Michigan
$2.04M -$23.2K -436 -1%
CSIC
1467
Clifford Swan Investment Counsel
California
$2.04M -$112K -2,102 -6%
NL
1468
NWAM LLC
Washington
$2.03M -$1.63M -30,732 -46%
EWM
1469
EPG Wealth Management
Georgia
$2.03M +$37.1K +698 +2%
MCM
1470
Mill Capital Management
North Carolina
$2.03M +$36.9K +693 +2%
AA
1471
Armis Advisers
Georgia
$2.03M +$205K +3,855 +13%
PMWMG
1472
Parr McKnight Wealth Management Group
Minnesota
$2.02M -$943K -17,725 -33%
RA
1473
RFG Advisory
Alabama
$2.02M +$132K +2,484 +8%
CFGW
1474
Chancellor Financial Group WB
Pennsylvania
$2.01M +$14.9K +281 +0.8%
OWM
1475
Orca Wealth Management
Florida
$2M +$9.52K +179 +0.5%