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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PG
1476
Proffitt & Goodson
Tennessee
$1.31M +$21.2K +528 +2%
QC
1477
Quent Capital
New York
$1.3M +$88.1K +2,199 +7%
WPW
1478
Warther Private Wealth
Ohio
$1.3M -$8.71M -217,314 -87%
VI
1479
Versor Investments
New York
$1.3M +$594K +14,810 +82%
SAM
1480
Summit Asset Management
Tennessee
$1.3M +$247K +6,151 +23%
PCS
1481
Personal CFO Solutions
New Jersey
$1.3M -$4.29K -107 -0.3%
GLA
1482
Good Life Advisors
Pennsylvania
$1.3M +$78.1K +1,948 +6%
FNBSF
1483
First National Bank Sioux Falls
South Dakota
$1.29M -$4.01K -100 -0.3%
WA
1484
WBH Advisory
Maryland
$1.29M -$120K -2,993 -8%
MPW
1485
Monterey Private Wealth
California
$1.29M -$23.3K -582 -2%
IWM
1486
Iams Wealth Management
Nebraska
$1.29M -$361 -9 -0%
NFG
1487
Nations Financial Group
Iowa
$1.28M +$151K +3,772 +13%
BSTWA
1488
Blake Schutter Theil Wealth Advisors
Ohio
$1.28M +$1.29M +32,148 New
ACG
1489
Allen Capital Group
Nebraska
$1.28M +$29.5K +736 +2%
CWP
1490
Curated Wealth Partners
California
$1.27M -$89.1K -2,224 -6%
HGA
1491
Hobbs Group Advisors
South Carolina
$1.27M -$131K -3,273 -9%
SW
1492
Simplicity Wealth
New Jersey
$1.27M -$5.8M -144,669 -82%
CCWA
1493
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.27M +$51.4K +1,283 +4%
LAM
1494
LifePro Asset Management
California
$1.27M -$45.2K -1,128 -3%
GCP
1495
GSA Capital Partners
United Kingdom
$1.26M +$497K +12,402 +64%
CBTWT
1496
Community Bank & Trust (Waco, Texas)
Texas
$1.26M -$3.57K -89 -0.3%
PMA
1497
Prudent Man Advisors
Illinois
$1.26M -$231K -5,758 -15%
OAM
1498
Ostrum Asset Management
France
$1.26M +$42K +1,047 +3%
MWA
1499
Midland Wealth Advisors
Illinois
$1.26M -$165K -4,124 -11%
TWP
1500
Tempus Wealth Planning
California
$1.26M +$521 +13 +0%