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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
2151
Citizens National Bank Trust Department
Mississippi
$536K – – –
AFG
2152
Albion Financial Group
Utah
$535K – – –
CPRC
2153
Consolidated Portfolio Review Corp
New York
$535K -$29.4K -659 -5%
BWM
2154
Baron Wealth Management
Michigan
$535K -$33.1K -742 -5%
TF
2155
Trek Financial
Arizona
$534K +$68.4K +1,534 +14%
Private Management Group
2156
Private Management Group
California
$534K -$29.4K -659 -5%
EA
2157
Ergawealth Advisors
Illinois
$534K – – –
PCA
2158
Prosperity Capital Advisors
Ohio
$533K -$19.5K -438 -3%
LPP
2159
Life Planning Partners
Florida
$532K +$89 +2 +0%
Sax Wealth Advisors
2160
Sax Wealth Advisors
New Jersey
$532K +$14.3K +322 +3%
CWA
2161
Canvas Wealth Advisors
Kansas
$532K -$6.11K -137 -1%
SPA
2162
Sherbrooke Park Advisers
New York
$531K -$25.4K -570 -4%
BOPW
2163
Brandywine Oak Private Wealth
Pennsylvania
$530K -$8.29K -186 -1%
SLA
2164
Silver Lake Advisory
Utah
$530K +$3.48K +78 +0.6%
GAM
2165
Gemmer Asset Management
California
$527K -$24.5K -550 -4%
EHAM
2166
Eagle Harbor Asset Management
Washington
$527K – – –
GSIAS
2167
Garden State Investment Advisory Services
New Jersey
$527K -$29.2K -656 -5%
PCM
2168
Permanent Capital Management
Illinois
$525K – – –
JWM
2169
JGP Wealth Management
Oregon
$524K +$70.5K +1,583 +14%
CIA
2170
Cape Investment Advisory
Georgia
$524K +$10.6K +238 +2%
AWM
2171
Aberdeen Wealth Management
Illinois
$524K – – –
GPA
2172
Guidance Point Advisors
Massachusetts
$523K +$1.74K +39 +0.3%
PSF
2173
Pacific Sun Financial
California
$522K – – –
AWM
2174
Activest Wealth Management
Florida
$522K +$29.7K +667 +6%
RA
2175
Rise Advisors
New York
$521K +$11.4K +255 +2%