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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MG
1451
Mather Group
Illinois
$1.38M -$343K -8,570 -20%
JSW
1452
Journey Strategic Wealth
New Jersey
$1.38M +$240K +5,984 +21%
AL
1453
Aspiriant LLC
California
$1.38M +$19.4K +485 +1%
EW
1454
Evoke Wealth
California
$1.37M +$1.39M +34,649 New
EFG
1455
Everhart Financial Group
Ohio
$1.37M +$194K +4,841 +16%
TCBWMS
1456
Texas Capital Bank Wealth Management Services
Texas
$1.37M -$42K -1,048 -3%
TPA
1457
Trivium Point Advisory
Connecticut
$1.37M +$1.2M +29,885 New
LSA
1458
Leonteq Securities AG
Switzerland
$1.37M +$576K +14,379 +71%
SAM
1459
SignalPoint Asset Management
Missouri
$1.37M +$361 +9 +0%
IMC Chicago
1460
IMC Chicago
Illinois
$1.37M -$3.05M -76,217 -69%
HTC
1461
Haverford Trust Company
Pennsylvania
$1.37M +$83.5K +2,084 +6%
CNAM
1462
Campbell Newman Asset Management
Wisconsin
$1.36M
AIM
1463
Aspen Investment Management
Michigan
$1.36M -$23K -573 -2%
CRC
1464
Curi RMB Capital
Illinois
$1.36M -$174K -4,352 -11%
SAW
1465
Signal Advisors Wealth
Michigan
$1.36M +$1.37M +34,182 New
RP
1466
Raelipskie Partnership
Ontario, Canada
$1.35M +$60.2K +1,502 +5%
SC
1467
Sepio Capital
Utah
$1.35M +$4.29K +107 +0.3%
PWP
1468
Precedent Wealth Partners
Texas
$1.34M +$209K +5,222 +18%
SIG
1469
Stonegate Investment Group
Alabama
$1.34M -$23.5K -586 -2%
PPW
1470
Pasadena Private Wealth
California
$1.33M +$82.6K +2,060 +6%
PP
1471
Pegasus Partners
Wisconsin
$1.33M -$292K -7,295 -18%
KIG
1472
Kessler Investment Group
Indiana
$1.32M -$40 -1 -0%
CI
1473
CX Institutional
Indiana
$1.32M +$66.8K +1,667 +5%
VIM
1474
VELA Investment Management
Ohio
$1.31M +$102K +2,550 +8%
SIM
1475
Sentry Investment Management
Wisconsin
$1.31M +$434K +10,839 +49%