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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OA
1651
Operose Advisors
Wisconsin
$641K +$92.7K +3,132 +15%
HCPC
1652
Hamilton Capital Partners (Canada)
$641K – – –
Allstate Corporation
1653
Allstate Corporation
Illinois
$638K – – –
NHT
1654
New Hampshire Trust
New Hampshire
$638K +$26.6K +900 +4%
GWS
1655
Glassman Wealth Services
Virginia
$637K +$26.6K +898 +4%
AWA
1656
Aletheian Wealth Advisors
Washington
$637K -$52.1K -1,760 -7%
RIM
1657
RW Investment Management
Idaho
$633K -$70.4K -2,379 -9%
VFA
1658
Voya Financial Advisors
Connecticut
$632K +$503 +17 +0.1%
SCM
1659
Stevens Capital Management
Pennsylvania
$631K +$682K +23,056 New
LAM
1660
L2 Asset Management
Massachusetts
$630K -$609K -20,590 -100%
BIM
1661
Baldwin Investment Management
Pennsylvania
$627K -$35.5K -1,200 -5%
PBO
1662
Peoples Bank (Ohio)
Ohio
$626K -$63.9K -2,161 -9%
LJAC
1663
L.J. Altfest & Co
New York
$625K -$6.07K -205 -0.9%
FA
1664
FDx Advisors
Illinois
$624K -$896K -30,283 -57%
EFG
1665
Everhart Financial Group
Ohio
$624K +$21.8K +738 +3%
CFP
1666
Catalyst Financial Partners
Massachusetts
$624K +$116K +3,927 +21%
GPA
1667
Garrison Point Advisors
California
$622K -$10.3K -349 -2%
ST
1668
Sentinel Trust
Texas
$620K – – –
EFH
1669
Eaton Financial Holdings
Florida
$619K +$6.86K +232 +1%
DCM
1670
Dimension Capital Management
Florida
$619K +$427K +14,421 +154%
EA
1671
Eudaimonia Advisors
Tennessee
$618K +$6.21K +210 +0.9%
CSA
1672
Cottage Street Advisors
Massachusetts
$614K -$3.58K -121 -0.5%
CWA
1673
Clearview Wealth Advisors
Oregon
$614K -$20.1K -679 -3%
AOI
1674
Auto-Owners Insurance
Michigan
$613K – – –
RCM
1675
Raleigh Capital Management
North Carolina
$612K +$33.6K +1,135 +5%