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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1451
Pasadena Private Wealth
California
$1.28M -$30.9K -900 -3%
IA
1452
IFG Advisory
Georgia
$1.28M -$96.1K -2,800 -8%
BFWM
1453
Bright Futures Wealth Management
New York
$1.27M +$1.11M +32,417 New
HH
1454
Hilltop Holdings
Texas
$1.27M -$2.16K -63 -0.2%
IVP
1455
Intrinsic Value Partners
Arizona
$1.27M -$10.6K -310 -0.9%
MWM
1456
Modern Wealth Management
Kansas
$1.26M +$163K +4,749 +17%
GWM
1457
Geneos Wealth Management
Colorado
$1.26M -$88.9K -2,590 -7%
PCS
1458
Personal CFO Solutions
New Jersey
$1.25M +$134K +3,899 +13%
AA
1459
Auxano Advisors
Washington
$1.25M +$192K +5,591 +20%
APW
1460
Aurora Private Wealth
New Jersey
$1.25M +$5.56K +162 +0.5%
RP
1461
Raelipskie Partnership
Ontario, Canada
$1.24M -$36.9K -1,076 -3%
IGGA
1462
Iron Gate Global Advisors
Utah
$1.24M -$23.3M -680,187 -95%
JWWM
1463
Johnson & White Wealth Management
Pennsylvania
$1.24M +$70.9K +2,065 +7%
FNBSF
1464
First National Bank Sioux Falls
South Dakota
$1.24M -$1.54K -45 -0.1%
CCWA
1465
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.23M -$409K -11,916 -27%
SWM
1466
Sugarloaf Wealth Management
Georgia
$1.23M -$14.7K -428 -1%
JWBC
1467
J.W. Burns & Co
New York
$1.23M -$132K -3,854 -11%
PG
1468
Proffitt & Goodson
Tennessee
$1.23M -$21.4K -623 -2%
FPB
1469
First PREMIER Bank
South Dakota
$1.23M -$6.87K -200 -0.6%
BCG
1470
Breakwater Capital Group
New Jersey
$1.22M +$45.4K +1,323 +4%
CBTWT
1471
Community Bank & Trust (Waco, Texas)
Texas
$1.22M +$343 +10 +0%
MPW
1472
Monterey Private Wealth
California
$1.21M +$4.08K +119 +0.4%
SS
1473
Sunbelt Securities
Texas
$1.21M +$62K +1,805 +6%
CIAS
1474
CFS Investment Advisory Services
New Jersey
$1.21M -$824 -24 -0.1%
SFP
1475
Shepherd Financial Partners
Massachusetts
$1.2M +$4.98K +145 +0.5%
57 58
59
60 61