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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1701
Madison Wealth Partners
Wisconsin
$1.07M +$8.76K +199 +0.8%
IFPG
1702
Intrepid Financial Planning Group
Indiana
$1.07M
Financial Engines Advisors
1703
Financial Engines Advisors
California
$1.06M +$836K +19,000 +364%
OCM
1704
Orion Capital Management
California
$1.06M -$11.4K -259 -1%
CCM
1705
CAAS Capital Management
New York
$1.06M +$1.06M +24,009 New
HAM
1706
Hedges Asset Management
Nevada
$1.05M -$114K -2,600 -10%
CCP
1707
Clough Capital Partners
Massachusetts
$1.05M
CAM
1708
Covenant Asset Management
New Jersey
$1.05M -$70.4K -1,601 -6%
PIA
1709
Perennial Investment Advisors
California
$1.05M +$26.5K +602 +3%
SAM
1710
Synergy Asset Management
Washington
$1.05M -$11.1M -252,388 -91%
MAWA
1711
Moss Adams Wealth Advisors
Washington
$1.05M +$34.1K +776 +3%
DA
1712
Denali Advisors
California
$1.05M -$136K -3,100 -12%
AI
1713
Accredited Investors
Minnesota
$1.05M -$23.7K -538 -2%
SCI
1714
Stableford Capital II
Arizona
$1.04M -$21.8K -496 -2%
NA
1715
Nottingham Advisors
New York
$1.04M -$66.3K -1,506 -6%
LBC
1716
Lowe Brockenbrough & Co
Virginia
$1.04M -$92.7K -2,108 -8%
SIA
1717
Schear Investment Advisers
Ohio
$1.04M +$17.5K +397 +2%
Fuller & Thaler Asset Management
1718
Fuller & Thaler Asset Management
California
$1.04M
T
1719
Transce3nd
Texas
$1.04M +$1.04M +23,592 New
AA
1720
Auxano Advisors
Washington
$1.04M +$28.5K +647 +3%
SFFS
1721
Stonehage Fleming Financial Services
Jersey
$1.04M -$132 -3 -0%
PA
1722
PFG Advisors
Arizona
$1.03M -$36.8K -837 -3%
AWC
1723
Abundance Wealth Counselors
Pennsylvania
$1.03M +$30.1K +684 +3%
VV
1724
Verity & Verity
South Carolina
$1.03M +$39.2K +890 +4%
CPA
1725
Court Place Advisors
Maryland
$1.03M -$289K -6,558 -22%