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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1726
JNBA Financial Advisors
Minnesota
$823K -$21K -466 -2%
ESCM
1727
Echo Street Capital Management
New York
$818K +$152K +3,379 +21%
LAIC
1728
Lederer & Associates Investment Counsel
California
$815K – – –
LCM
1729
Leisure Capital Management
California
$815K – – –
AFO
1730
Allie Family Office
Florida
$813K +$875K +19,390 New
MF
1731
Meridian Financial
Massachusetts
$811K +$319K +7,075 +86%
LWM
1732
Liberty Wealth Management
California
$810K -$16K -355 -2%
BIM
1733
Bridgecreek Investment Management
Oklahoma
$810K +$451K +10,000 +104%
NL
1734
Navalign LLC
California
$809K -$1.31K -29 -0.1%
Waverly Advisors
1735
Waverly Advisors
Alabama
$808K -$19.7K -437 -2%
PWM
1736
PBMares Wealth Management
Virginia
$806K -$293K -6,502 -25%
AWAG
1737
ARS Wealth Advisors Group
Florida
$806K +$451 +10 +0.1%
HHGA
1738
Halbert Hargrove Global Advisors
California
$805K +$26.1K +579 +3%
OQS
1739
Occudo Quantitative Strategies
Florida
$805K +$882K +19,539 New
AHB
1740
Abner Herrman & Brock
New Jersey
$804K +$880K +19,509 New
Capital Markets Trading (UK)
1741
Capital Markets Trading (UK)
United Kingdom
$801K +$877K +19,431 New
CG
1742
Corundum Group
Colorado
$800K +$375K +8,322 +75%
POIA
1743
Pin Oak Investment Advisors
Texas
$798K -$22.6K -500 -3%
LPP
1744
Life Planning Partners
Florida
$798K +$90 +2 +0%
PFSC
1745
Peoples Financial Services Corp
Pennsylvania
$798K +$161K +3,561 +23%
AW
1746
ACG Wealth
Georgia
$797K -$141K -3,132 -14%
TCM
1747
Traynor Capital Management
Pennsylvania
$793K -$5.82K -129 -0.7%
FWM
1748
Foresight Wealth Management
Utah
$793K -$857 -19 -0.1%
GDP
1749
Great Diamond Partners
Maine
$792K -$5.41K -120 -0.6%
WCM
1750
Whitener Capital Management
North Carolina
$792K +$7.45K +165 +0.9%