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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
I
1601
InceptionR
California
$1.62M -$283K -5,322 -16%
NL
1602
Navalign LLC
California
$1.62M -$8.24K -155 -0.5%
KJWM
1603
Kiley Juergens Wealth Management
Washington
$1.62M -$228K -4,292 -13%
AAG
1604
Armstrong Advisory Group
Massachusetts
$1.62M +$1.22K +23 +0.1%
SC
1605
Scholtz & Company
Connecticut
$1.61M +$1.5M +28,257 New
SWM
1606
SeaCrest Wealth Management
New York
$1.61M +$195K +3,662 +15%
TVPW
1607
Third View Private Wealth
Connecticut
$1.61M +$72K +1,354 +5%
SFFS
1608
Stonehage Fleming Financial Services
Jersey
$1.61M -$10.7K -202 -0.7%
GHAM
1609
Gilman Hill Asset Management
Connecticut
$1.61M -$9.15K -172 -0.6%
Vanguard Capital Wealth Advisors
1610
Vanguard Capital Wealth Advisors
Colorado
$1.61M +$11K +206 +0.7%
CFMC
1611
Curbstone Financial Management Corp
New Hampshire
$1.61M +$28.8K +542 +2%
CGH
1612
CMG Global Holdings
Texas
$1.6M -$15.7K -296 -1%
CCWM
1613
Cassaday & Co Wealth Management
Virginia
$1.6M +$16.2K +305 +1%
CAMV
1614
Concord Asset Management (Virginia)
Virginia
$1.6M +$2.07K +39 +0.1%
BIG
1615
Brookwood Investment Group
Arizona
$1.6M +$828K +15,573 +125%
CCP
1616
Cassia Capital Partners
North Carolina
$1.59M +$7.61K +143 +0.5%
TCP
1617
TMB Capital Partners
Arkansas
$1.59M -$34.3K -645 -2%
CCG
1618
Chatham Capital Group
Georgia
$1.59M +$974K +18,307 +192%
AWM
1619
Athena Wealth Management
Nevada
$1.58M +$69.2K +1,301 +5%
CCFM
1620
Clear Creek Financial Management
Washington
$1.57M +$69.8K +1,312 +5%
PFM
1621
Potomac Fund Management
Florida
$1.57M -$4.25K -80 -0.3%
CIA
1622
Cascade Investment Advisors
Oregon
$1.57M +$80.6K +1,515 +6%
ML
1623
Maniro Ltd
$1.57M +$1.46M +27,470 New
XT
1624
XTX Topco
Cayman Islands
$1.56M -$9.09M -170,866 -86%
GWM
1625
Geneos Wealth Management
Colorado
$1.56M -$6.54K -123 -0.4%