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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
GPW
2051
Gentry Private Wealth
Kansas
$872K +$92.8K +1,745 +13%
VFG
2052
Victory Financial Group
Texas
$871K +$92.9K +1,746 +13%
JWM
2053
JGP Wealth Management
Oregon
$870K +$31.3K +588 +4%
BFM
2054
Boothbay Fund Management
New York
$870K +$143K +2,683 +21%
GKWIM
2055
Gerber Kawasaki Wealth & Investment Management
California
$866K -$18.5K -348 -2%
VW
2056
Vantus Wealth
Pennsylvania
$866K +$808K +15,196 New
OWA
2057
Outlook Wealth Advisors
Texas
$864K +$6.81K +128 +0.9%
CA
2058
Continuum Advisory
Idaho
$862K -$297K -5,591 -27%
TF
2059
Tompkins Financial
New York
$862K – – –
SIC
2060
Shoker Investment Counsel
Ohio
$862K +$1.81K +34 +0.2%
WBWA
2061
William B. Walkup & Associates
South Carolina
$857K +$64.7K +1,216 +9%
AFG
2062
Altiora Financial Group
Ohio
$855K – – –
APC
2063
Aspire Private Capital
North Carolina
$854K +$585 +11 +0.1%
AP
2064
Advisortrust Partners
North Carolina
$852K +$29.6K +556 +4%
SFG
2065
Snider Financial Group
Washington
$852K -$140K -2,639 -15%
SFG
2066
Stonebridge Financial Group
California
$851K +$795K +14,948 New
SAA
2067
Southeast Asset Advisors
Georgia
$848K +$106 +2 +0%
BI
2068
Ballast Inc
Kentucky
$848K +$313K +5,894 +66%
XWL
2069
XXI Wealth LLC
Illinois
$845K +$91.1K +1,713 +13%
TPWA
2070
TRUE Private Wealth Advisors
Oregon
$844K +$160 +3 +0%
AWP
2071
Ascent Wealth Partners
New York
$844K +$26.6K +500 +3%
SIP
2072
Stoneridge Investment Partners
Pennsylvania
$843K – – –
CCA
2073
Carrera Capital Advisors
Michigan
$840K +$19.2K +361 +3%
HAM
2074
Hedges Asset Management
Nevada
$838K +$782K +14,700 New
EI
2075
Ellevest Inc
New York
$837K +$143K +2,685 +22%