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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DA
1601
Denali Advisors
California
$1.04M -$53.7K -1,400 -5%
AA
1602
Advisory Alpha
Michigan
$1.03M +$58K +1,513 +6%
RRCM
1603
Rappaport Reiches Capital Management
Illinois
$1.03M +$10.6K +276 +1%
PWSG
1604
Pacific Wealth Strategies Group
California
$1.03M +$73.1K +1,907 +8%
LKIM
1605
Lawson Kroeker Investment Management
Nebraska
$1.03M – – –
BIP
1606
Blueprint Investment Partners
North Carolina
$1.03M +$80K +2,087 +9%
AA
1607
Auxano Advisors
Washington
$1.03M -$270K -7,034 -21%
SWM
1608
Silverlake Wealth Management
Vermont
$1.03M -$17.2K -448 -2%
AWS
1609
Arkfeld Wealth Strategies
Nebraska
$1.03M -$1.61K -42 -0.2%
TA
1610
TruWealth Advisors
Louisiana
$1.03M -$14.6K -382 -1%
CCG
1611
Catalina Capital Group
California
$1.02M +$180K +4,688 +22%
RK
1612
Rather & Kittrell
Tennessee
$1.02M – – –
WCM
1613
Washington Capital Management
Washington
$1.02M -$26.8K -700 -3%
AIC
1614
Ayalon Insurance Company
Israel
$1.02M -$33.5K -875 -3%
SAM
1615
Sawgrass Asset Management
Florida
$1.01M +$50.3K +1,313 +5%
WF
1616
Wayfinding Financial
Washington
$1.01M +$4.02K +105 +0.4%
GLLW
1617
Graves Light Lenhart Wealth
Virginia
$1M +$652 +17 +0.1%
FMB
1618
Field & Main Bank
Kentucky
$1M +$3.49K +91 +0.4%
VA
1619
Valmark Advisers
Ohio
$1M +$102K +2,674 +12%
PP
1620
PDS Planning
Ohio
$996K +$114K +2,981 +14%
AWM
1621
Aviso Wealth Management
Washington
$995K -$184K -4,796 -16%
SC
1622
Shay Capital
New York
$994K +$958K +25,000 New
VRM
1623
Vectors Research Management
New York
$994K – – –
AS
1624
Altshuler Shaham
Israel
$993K – – –
LBC
1625
Lowe Brockenbrough & Co
Virginia
$992K -$35.4K -924 -4%