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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
1651
Avidian Wealth Enterprises
Texas
$656K +$98.9K +2,958 +16%
SW
1652
SlateStone Wealth
Florida
$655K +$297K +8,892 +69%
WA
1653
Waddell & Associates
Tennessee
$652K -$334 -10 -0%
LIA
1654
LBMC Investment Advisors
Tennessee
$650K -$35.3K -1,056 -5%
IWA
1655
Inspirion Wealth Advisors
Illinois
$650K +$4.31K +129 +0.6%
AFS
1656
Aft Forsyth & Sober
Florida
$648K
WP
1657
WealthSpring Partners
California
$647K +$716K +21,428 New
HAM
1658
Hedges Asset Management
Nevada
$646K
WAM
1659
Wakefield Asset Management
Colorado
$646K +$79.5K +2,379 +13%
BDF
1660
Black Diamond Financial
Maryland
$644K -$11.2K -336 -2%
VA
1661
Valmark Advisers
Ohio
$644K +$18.9K +566 +3%
NAS
1662
Nicolet Advisory Services
Wisconsin
$643K +$5.15K +154 +0.7%
CIP
1663
Convergence Investment Partners
Florida
$642K -$87.7K -2,624 -11%
EFSCE
1664
Enterprise Financial Services Corp (EFSC)
Missouri
$640K +$12.9K +385 +2%
GITFIT
1665
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$637K +$204K +6,100 +41%
CAM
1666
Cypress Asset Management
Texas
$637K +$10K +300 +1%
Fuller & Thaler Asset Management
1667
Fuller & Thaler Asset Management
California
$636K -$242K -7,225 -26%
WA
1668
Wealth Alliance
New York
$636K -$51.3K -1,534 -7%
BCP
1669
Berkeley Capital Partners
Georgia
$634K -$242K -7,248 -26%
CNBTD
1670
Citizens National Bank Trust Department
Mississippi
$634K
JWM
1671
Jupiter Wealth Management
Colorado
$634K
FPA
1672
First Pacific Advisors
California
$634K +$301K +9,000 +75%
BFG
1673
Barber Financial Group
Kansas
$633K +$769 +23 +0.1%
LIM
1674
Lathrop Investment Management
Arkansas
$632K -$5.01K -150 -0.7%
JFA
1675
JNBA Financial Advisors
Minnesota
$632K +$12.8K +384 +2%