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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1826
Drive Wealth Management
Utah
$739K -$27.6K -689 -4%
IWA
1827
Inspirion Wealth Advisors
Illinois
$738K -$61.1K -1,525 -8%
KBG
1828
Kahn Brothers Group
New York
$737K -$10.5K -261 -1%
JWA
1829
JFS Wealth Advisors
Pennsylvania
$735K +$497K +12,396 +202%
Impax Asset Management Group
1830
Impax Asset Management Group
United Kingdom
$734K
IRC
1831
Investors Research Corp
Georgia
$730K +$20.4K +508 +3%
HFM
1832
Hartford Funds Management
Pennsylvania
$729K +$25.9K +646 +4%
HAC
1833
Harbor Advisory Corp
New Hampshire
$729K -$213K -5,324 -22%
FPWM
1834
FSB Premier Wealth Management
Iowa
$728K +$208K +5,188 +39%
HAG
1835
HF Advisory Group
Maryland
$728K +$42.7K +1,066 +6%
TP
1836
Tranquility Partners
Tennessee
$725K +$16.5K +411 +2%
WAOTB
1837
Wealth Advisors of Tampa Bay
Florida
$724K +$731K +18,239 New
AA
1838
Alta Advisers
United Kingdom
$722K
1WA
1839
180 Wealth Advisors
Washington
$722K -$12.8K -320 -2%
SFWA
1840
Summit Financial Wealth Advisors
Louisiana
$722K
AWM
1841
Accel Wealth Management
Iowa
$720K -$18.4K -458 -2%
SIA
1842
Soltis Investment Advisors
Utah
$718K -$641 -16 -0.1%
BTWM
1843
Baker Tilly Wealth Management
Wisconsin
$716K -$434K -10,835 -38%
RA
1844
RFG Advisory
Alabama
$714K -$62.2K -1,552 -8%
TB
1845
Terril Brothers
Missouri
$714K
CA
1846
Calton & Associates
Florida
$714K -$110K -2,755 -13%
PWP
1847
Private Wealth Partners
California
$713K -$80.2K -2,000 -10%
IC
1848
Iconiq Capital
California
$712K +$437K +10,905 +155%
FCB
1849
First County Bank
Connecticut
$712K +$24.6K +614 +8%
RZH
1850
Relyea Zuckerberg Hanson
Connecticut
$710K -$39.7K -990 -5%