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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AMM
1801
American Money Management
California
$1.21M +$22K +417 +2%
AI
1802
Arvest Investments
Arkansas
$1.2M -$3.22K -61 -0.3%
SMA
1803
Seven Mile Advisory
New Jersey
$1.2M +$120K +2,279 +12%
GWM
1804
Gibbs Wealth Management
Georgia
$1.2M -$177K -3,344 -13%
IA
1805
Insight Advisors
Pennsylvania
$1.2M +$3.7K +70 +0.3%
VV
1806
Verity & Verity
South Carolina
$1.2M -$183K -3,462 -14%
IIL
1807
Income Insurance Ltd
$1.2M +$1.15M +21,821 New
WI
1808
WrapManager Inc
California
$1.2M -$178K -3,375 -13%
CIA
1809
Citadel Investment Advisory
Ohio
$1.2M -$8.46K -160 -0.7%
FFA
1810
First Foundation Advisors
California
$1.19M -$5.87K -111 -0.5%
MWP
1811
Madison Wealth Partners
Wisconsin
$1.19M -$80.5K -1,523 -7%
Sax Wealth Advisors
1812
Sax Wealth Advisors
New Jersey
$1.19M +$112K +2,120 +11%
ICP
1813
Interchange Capital Partners
Pennsylvania
$1.19M +$39.9K +755 +4%
OFW
1814
Omnia Family Wealth
Florida
$1.19M +$23.7K +448 +2%
AT
1815
American Trust
Kentucky
$1.19M +$558K +10,560 +95%
GCA
1816
Gradient Capital Advisors
California
$1.19M -$22.3K -421 -2%
LIM
1817
Leavell Investment Management
Alabama
$1.19M +$26.4K +500 +2%
SAM
1818
Synergy Asset Management
Washington
$1.19M -$5.33M -100,872 -82%
HFRG
1819
Houlihan Financial Resource Group
Virginia
$1.19M -$24.4K -461 -2%
CB
1820
Community Bank
New York
$1.18M +$26.4K +500 +2%
AFS
1821
Aft Forsyth & Sober
Florida
$1.18M – – –
HPBT
1822
Hickory Point Bank & Trust
Illinois
$1.18M +$3.01K +57 +0.3%
PBO
1823
Peoples Bank (Ohio)
Ohio
$1.18M +$45K +852 +4%
EAM
1824
Empirical Asset Management
Massachusetts
$1.18M +$22.1K +419 +0.8%
BF
1825
Brucke Financial
Indiana
$1.18M +$32.7K +619 +3%