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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OC
1676
Oakworth Capital
Alabama
$611K -$28.7K -969 -4%
WWP
1677
Waypoint Wealth Partners
California
$608K +$657K +22,215 New
MFGM
1678
Marshall Financial Group (Maryland)
Maryland
$608K +$80.6K +2,725 +14%
Capula Management
1679
Capula Management
Cayman Islands
$608K +$298K +10,062 +83%
SL
1680
Summitry LLC
California
$607K +$8.2K +277 +1%
BAG
1681
Briggs Advisory Group
Rhode Island
$606K +$30 +1 +0%
WCA
1682
Westover Capital Advisors
Delaware
$606K -$678K -22,933 -51%
RWPA
1683
Richard W. Paul & Associates
Michigan
$604K +$39.7K +1,343 +6%
LWP
1684
LMG Wealth Partners
Louisiana
$603K +$10.8K +365 +2%
SMC
1685
Smith, Moore & Co
Missouri
$602K -$43.1K -1,456 -6%
Cassaday & Co Wealth Management
1686
Cassaday & Co Wealth Management
Virginia
$601K -$137K -4,641 -17%
WPA
1687
West Paces Advisors
Georgia
$600K -$23.8K -805 -4%
SGI
1688
Summit Global Investments
Utah
$599K +$98K +3,312 +18%
HFRG
1689
Houlihan Financial Resource Group
Virginia
$599K +$673K +22,731 New
Valmark Advisers
1690
Valmark Advisers
Ohio
$599K -$24.7K -836 -4%
GCP
1691
Garda Capital Partners
Minnesota
$598K +$647K +21,854 New
MSAM
1692
Moloney Securities Asset Management
Missouri
$598K -$17.8K -601 -3%
HH
1693
Hilltop Holdings
Texas
$597K -$729K -24,632 -53%
WAM
1694
WNY Asset Management
New York
$597K +$116K +3,930 +22%
PGWM
1695
Parisi Gray Wealth Management
New Jersey
$594K -$457K -15,455 -42%
CA
1696
Crumly & Associates
Illinois
$593K -$7.51K -254 -1%
BDF
1697
Black Diamond Financial
Maryland
$592K -$48.6K -1,643 -7%
IWA
1698
Inspirion Wealth Advisors
Illinois
$590K -$5.92K -200 -0.9%
AFS
1699
Aft Forsyth & Sober
Florida
$587K – – –
PTP
1700
Platform Technology Partners
New York
$586K +$154K +5,207 +32%