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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1701
First Foundation Advisors
California
$1.19M +$136K +2,642 +12%
MCWA
1702
Meadow Creek Wealth Advisors
Georgia
$1.19M -$2.37K -46 -0.2%
DE
1703
Defiance ETFs
New York
$1.19M +$1.26M +24,321 New
WETS
1704
Wealth Enhancement Trust Services
South Dakota
$1.18M +$358K +6,933 +40%
BOM
1705
Bank of Marin
California
$1.18M
RWM
1706
Riverbend Wealth Management
South Carolina
$1.18M -$58.4K -1,132 -4%
PIA
1707
Pinion Investment Advisors
Kansas
$1.18M +$421K +8,157 +51%
CCG
1708
Cypress Capital Group
Florida
$1.18M -$5.73K -111 -0.5%
NFTC
1709
North Forty Two & Co
Oregon
$1.18M -$28.4K -550 -2%
BCM
1710
BluePath Capital Management
Georgia
$1.18M +$310 +6 +0%
JDLA
1711
J. Derek Lewis & Associates
California
$1.17M +$20.8K +404 +2%
CCP
1712
Clough Capital Partners
Massachusetts
$1.17M
N
1713
Numerai
California
$1.17M +$1.24M +23,952 New
PA
1714
PFG Advisors
Arizona
$1.17M +$55.4K +1,073 +5%
FPL
1715
Fortress Private Ledger
North Carolina
$1.16M -$28.5K -552 -2%
AWC
1716
Abundance Wealth Counselors
Pennsylvania
$1.16M +$155K +3,000 +14%
E
1717
Evansbrook
Illinois
$1.16M -$45.2K -875 -4%
KFS
1718
Keynote Financial Services
Connecticut
$1.16M
CTC (Chicago Trading Company)
1719
CTC (Chicago Trading Company)
Illinois
$1.16M -$2.18M -42,301 -64%
WA
1720
Waddell & Associates
Tennessee
$1.16M +$80.1K +1,553 +7%
CAM
1721
Covenant Asset Management
New Jersey
$1.15M
HKIM
1722
Hayek Kallen Investment Management
Alabama
$1.15M +$1.22M +23,644 New
Fuller & Thaler Asset Management
1723
Fuller & Thaler Asset Management
California
$1.15M
FWI
1724
Facet Wealth Inc
Maryland
$1.15M +$157K +3,046 +15%
WAM
1725
WealthTrust Asset Management
Florida
$1.15M -$15.2K -294 -1%