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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OL
1851
OneFund LLC
Florida
$970K +$36.5K +749 +4%
EPAM
1852
Evelyn Partners Asset Management
$966K -$14.5K -298 -2%
LF
1853
Lantz Financial
Illinois
$966K +$173K +3,536 +23%
CWA
1854
Crux Wealth Advisors
California
$966K -$4.34K -89 -0.5%
Confluence Wealth Services
1855
Confluence Wealth Services
Pennsylvania
$961K +$18K +369 +2%
CFD
1856
Creative Financial Designs
Indiana
$961K -$324K -6,649 -26%
KFI
1857
Key Financial Inc
Pennsylvania
$960K -$109K -2,240 -11%
NI
1858
Natural Investments
California
$958K +$1.32K +27 +0.1%
Driehaus Capital Management
1859
Driehaus Capital Management
Illinois
$958K +$231K +4,745 +34%
BWCS
1860
Beirne Wealth Consulting Services
Connecticut
$956K +$369K +7,559 +69%
CPA
1861
Capital Performance Advisors
California
$956K +$43.2K +885 +5%
BFS
1862
Burkett Financial Services
South Carolina
$955K -$293 -6 -0%
WW
1863
Waterfront Wealth
Kansas
$955K +$11.8K +242 +1%
CSA
1864
Cottage Street Advisors
Massachusetts
$954K +$195 +4 +0%
CAM
1865
Cypress Asset Management
Texas
$954K +$14.1K +290 +2%
JFA
1866
JNBA Financial Advisors
Minnesota
$953K -$20.4K -419 -2%
WC
1867
Westhampton Capital
North Carolina
$951K – – –
CC
1868
Copperleaf Capital
North Carolina
$949K +$897K +18,390 New
APC
1869
Aspire Private Capital
North Carolina
$948K -$41.4K -849 -4%
FIB
1870
First Interstate Bank
Montana
$948K +$897K +18,377 New
PWM
1871
Prosperity Wealth Management
California
$947K -$5.12K -105 -0.6%
BTWM
1872
Baker Tilly Wealth Management
Wisconsin
$945K +$27.2K +558 +3%
CUAMC
1873
China Universal Asset Management Company
China
$942K -$312K -6,403 -26%
MWA
1874
Muirfield Wealth Advisors
North Carolina
$939K -$1.61K -33 -0.2%
PAR Capital Management
1875
PAR Capital Management
Massachusetts
$939K +$73.2K +1,500 +9%