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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HL
1701
HeadInvest LLC
Maine
$521K +$31.9K +1,190 +7%
AWA
1702
Aaron Wealth Advisors
Illinois
$520K +$460K +17,157 New
AIP
1703
Almanack Investment Partners
Pennsylvania
$518K +$56.3K +2,099 +14%
Cohen & Steers
1704
Cohen & Steers
New York
$517K -$47.8K -1,785 -9%
Laird Norton Wetherby Trust Company
1705
Laird Norton Wetherby Trust Company
Washington
$516K +$456K +17,015 New
CWA
1706
Choice Wealth Advisors
Maine
$516K +$456K +17,029 New
CST
1707
Charles Schwab Trust
Nevada
$516K +$457K +17,032 New
ICM
1708
IMS Capital Management
Oregon
$515K -$834K -31,099 -65%
KCM
1709
Kanawha Capital Management
Virginia
$514K +$13.9K +518 +3%
SFP
1710
Shepherd Financial Partners
Massachusetts
$514K +$23.2K +865 +5%
HA
1711
HYA Advisors
Missouri
$514K +$82K +3,060 +22%
OMIC
1712
Old Mission Investment Co
Michigan
$514K -$80.1K -2,990 -15%
MTIM
1713
Marathon Trading Investment Management
Pennsylvania
$513K -$1.43M -53,400 -76%
CA
1714
Calton & Associates
Florida
$512K -$53.9K -2,010 -11%
ACP
1715
Aviance Capital Partners
Florida
$512K -$32.2K -1,200 -7%
IWA
1716
Intercontinental Wealth Advisors
Texas
$512K +$73.7K +2,749 +19%
AFP
1717
Ausdal Financial Partners
Iowa
$509K +$54 +2 +0%
HWA
1718
HHM Wealth Advisors
Tennessee
$508K – – –
EBT
1719
Enterprise Bank & Trust
Massachusetts
$507K -$1.57M -58,632 -78%
CCP
1720
Cardan Capital Partners
Colorado
$507K +$134 +5 +0%
GBBWRPM
1721
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$506K +$643 +24 +0.1%
OFW
1722
Omnia Family Wealth
Florida
$505K +$28.2K +1,051 +7%
PCM
1723
Pointe Capital Management
Michigan
$501K -$12.7K -472 -3%
ISB
1724
Iowa State Bank
Iowa
$501K – – –
LFF
1725
Level Four Financial
Texas
$501K +$443K +16,531 New