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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1901
Barry Investment Advisors
Massachusetts
$434K +$702 +21 +0.1%
AWP
1902
Ascent Wealth Partners
New York
$434K +$153K +4,583 +47%
DWM
1903
Defined Wealth Management
Oregon
$433K +$13.4K +400 +3%
AHB
1904
Abner Herrman & Brock
New Jersey
$433K +$479K +14,327 New
AFAS
1905
Acorn Financial Advisory Services
Virginia
$432K -$29K -867 -6%
WP
1906
WealthShield Partners
North Carolina
$432K -$702 -21 -0.1%
MFG
1907
Menard Financial Group
Texas
$432K +$15.7K +469 +3%
Pacer Advisors
1908
Pacer Advisors
Pennsylvania
$430K -$4.26M -127,377 -90%
JAG
1909
Journey Advisory Group
Kentucky
$430K -$390K -11,669 -45%
RIM
1910
Redwood Investment Management
Arizona
$430K +$476K +14,236 New
TCM
1911
Towercrest Capital Management
Pennsylvania
$428K
EBT
1912
Enterprise Bank & Trust
Massachusetts
$428K +$4.11K +123 +0.9%
LJCM
1913
Lee Johnson Capital Management
Texas
$427K -$23.7K -710 -5%
CPA
1914
Capital Planning Advisors
California
$426K +$6.49K +194 +1%
GAM
1915
Gemmer Asset Management
California
$425K +$53.8K +1,608 +13%
DS
1916
DRW Securities
Illinois
$424K -$1.06M -31,641 -69%
EFM
1917
E Fund Management
China
$424K -$1.71K -51 -0.4%
Cohen & Steers
1918
Cohen & Steers
New York
$423K
EA
1919
Emerald Advisors
Washington
$423K +$11.5K +343 +3%
ST
1920
Spinnaker Trust
Maine
$422K -$20.9K -625 -4%
PG
1921
Patten Group
Tennessee
$422K +$28.1K +841 +7%
LGA
1922
Lebenthal Global Advisors
New York
$422K +$467K +13,981 New
BFWA
1923
Benchmark Financial Wealth Advisors
Florida
$421K +$42.3K +1,265 +10%
HFM
1924
Harvest Fund Management
China
$421K +$83.2K +2,488 +22%
ZIG
1925
Zullo Investment Group
Pennsylvania
$419K -$69.6K -2,082 -13%