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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1701
Edge Wealth Management
New York
$886K -$521 -13 -0.1%
LA
1702
LexAurum Advisors
Kansas
$881K +$41K +1,024 +5%
JAFL
1703
Jay A. Fishman Ltd
Michigan
$879K -$74.5K -1,858 -8%
WJA
1704
Willis Johnson & Associates
Texas
$875K -$49.2K -1,227 -5%
CA
1705
Cornerstone Advisory
Maryland
$874K -$81.9K -2,044 -8%
MA
1706
MONECO Advisors
Connecticut
$874K -$88.4K -2,205 -9%
CL
1707
CSS LLC
Illinois
$873K -$477K -11,900 -35%
Optiver Holding
1708
Optiver Holding
Netherlands
$873K -$56.7M -1,415,725 -98%
CIA
1709
Citadel Investment Advisory
Ohio
$870K -$5.81K -145 -0.7%
FTIS
1710
First Trust Investment Solutions
Florida
$868K +$211K +5,269 +32%
CS
1711
Capital Square
Tennessee
$867K -$14.9K -372 -2%
BIA
1712
Bigelow Investment Advisors
Maine
$865K +$33.5K +837 +4%
CM
1713
Cercano Management
Washington
$863K +$872K +21,750 New
BCM
1714
BluePath Capital Management
Georgia
$862K +$128K +3,187 +17%
HWMO
1715
Heritage Wealth Management (Ohio)
Ohio
$860K +$160 +4 +0%
DWM
1716
Dorchester Wealth Management
Quebec, Canada
$859K -$491K -12,245 -36%
PGWM
1717
Pitti Group Wealth Management
New York
$857K – – –
CH
1718
Cromwell Holdings
Wyoming
$857K – – –
CB
1719
Centennial Bank
Arkansas
$857K -$14.4K -359 -2%
LIA
1720
LBMC Investment Advisors
Tennessee
$857K +$3.41K +85 +0.4%
WI
1721
Wintrust Investments
Illinois
$856K -$9.9M -246,966 -90%
EB
1722
Emprise Bank
Kansas
$855K – – –
BIM
1723
Baldwin Investment Management
Pennsylvania
$854K – – –
LIP
1724
Lighthouse Investment Partners
Florida
$854K -$2.18M -54,442 -72%
CSA
1725
Cottage Street Advisors
Massachusetts
$853K +$160 +4 +0%