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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PI
1876
Parkside Investments
Illinois
$1.1M +$106K +2,000 +11%
PCM
1877
Potomac Capital Management
New York
$1.1M +$1.06M +20,000 New
MPWS
1878
McCarter Private Wealth Services
Massachusetts
$1.1M +$42.6K +805 +4%
CCA
1879
Childress Capital Advisors
Texas
$1.1M +$103K +1,948 +11%
OCM
1880
Orion Capital Management
California
$1.1M -$21.1K -399 -2%
Heritage Wealth Advisors
1881
Heritage Wealth Advisors
Virginia
$1.1M +$26.2K +496 +3%
AF
1882
Advisornet Financial
Minnesota
$1.1M +$22.5K +426 +2%
JWA
1883
JFS Wealth Advisors
Pennsylvania
$1.1M -$178K -3,367 -14%
Circle Wealth Management
1884
Circle Wealth Management
New Jersey
$1.09M +$26.4K +499 +3%
EWA
1885
Evolution Wealth Advisors
Florida
$1.09M – – –
CA
1886
Continuum Advisory
Idaho
$1.09M -$43.2K -817 -4%
ALAM
1887
Asahi Life Asset Management
Japan
$1.09M +$9.88K +187 +1%
KCPG
1888
Kavar Capital Partners Group
Kansas
$1.09M +$4.97K +94 +0.5%
CAM
1889
Councilmark Asset Management
Tennessee
$1.09M -$38.1K -720 -4%
CL
1890
COWA LLC
Oklahoma
$1.09M -$31.7K -600 -3%
TC
1891
Tannin Capital
North Carolina
$1.09M +$1.05M +19,778 New
YIA
1892
YHB Investment Advisors
Connecticut
$1.09M -$41K -775 -4%
JE
1893
JMAC Enterprises
Pennsylvania
$1.09M +$159 +3 +0%
Martingale Asset Management
1894
Martingale Asset Management
Massachusetts
$1.09M +$1.04M +19,744 New
AA
1895
Addison Advisors
Vermont
$1.09M +$3.59K +68 +0.3%
OL
1896
OneFund LLC
Florida
$1.08M +$46.6K +882 +5%
EWM
1897
Edge Wealth Management
New York
$1.08M -$127K -2,399 -11%
CA
1898
Crewe Advisors
Utah
$1.08M +$7.88K +149 +0.8%
BWA
1899
Beam Wealth Advisors
Louisiana
$1.08M -$37.1K -701 -3%
TWP
1900
Triad Wealth Partners
Kansas
$1.08M +$364K +6,892 +54%