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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AC
1701
AlphaCore Capital
California
$340K +$50 +2 +0%
IWA
1702
Intercontinental Wealth Advisors
Texas
$340K +$94.9K +3,813 +37%
CWM
1703
Centric Wealth Management
Illinois
$336K -$2.32M -93,280 -89%
BIA
1704
BHK Investment Advisors
Alabama
$336K +$14.3K +575 +4%
BWM
1705
Baystate Wealth Management
Massachusetts
$335K -$26.5K -1,066 -7%
HA
1706
HYA Advisors
Missouri
$335K +$24.9K +1,000 +8%
WAP
1707
Wealthcare Advisory Partners
Pennsylvania
$333K +$13K +521 +4%
MCA
1708
Mercer Capital Advisers
New Jersey
$332K -$24.3K -977 -7%
LCM
1709
LVM Capital Management
Michigan
$332K +$996 +40 +0.3%
BWP
1710
BSW Wealth Partners
Colorado
$332K +$25.6K +1,027 +8%
FI
1711
FormulaFolio Investments
Michigan
$331K -$10.8K -432 -3%
CC
1712
Chicago Capital
Illinois
$331K – – –
WIM
1713
Westside Investment Management
California
$331K +$41.1K +1,650 +5%
MF
1714
Magnetar Financial
Illinois
$330K +$341K +13,700 New
LSA
1715
L & S Advisors
California
$329K -$525K -21,090 -61%
VWA
1716
V Wealth Advisors
Kansas
$328K -$1.05M -42,085 -76%
LA
1717
LVW Advisors
New York
$328K -$7.34K -295 -2%
VIP
1718
Vantage Investment Partners
Missouri
$328K +$3.86K +155 +1%
FTC
1719
Farmers Trust Company
Ohio
$327K -$12.4K -500 -4%
AWP
1720
Ascent Wealth Partners
New York
$326K +$52.9K +2,126 +19%
LP
1721
LMR Partners
United Kingdom
$324K -$292K -11,709 -47%
TFA
1722
Toth Financial Advisory
Virginia
$324K -$3.14K -126 -0.9%
PIA
1723
Perennial Investment Advisors
California
$323K -$11.6K -465 -3%
TWM
1724
Triton Wealth Management
Arizona
$323K -$7.49K -301 -2%
KCPG
1725
Kavar Capital Partners Group
Kansas
$323K +$25 +1 +0%