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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2301
One Wealth Advisors
California
$357K – – –
PAG
2302
Powers Advisory Group
Illinois
$357K +$3.03K +79 +0.9%
CST
2303
Charles Schwab Trust
Nevada
$356K +$21.9K +571 +7%
EWM
2304
Evermay Wealth Management
Virginia
$355K – – –
ACM
2305
AlphaStar Capital Management
North Carolina
$355K -$269K -7,016 -44%
CFSG
2306
Clark Financial Services Group
Missouri
$354K +$66.4K +1,733 +24%
MCCA
2307
Mill Creek Capital Advisors
Pennsylvania
$353K +$31.7K +827 +10%
AIA
2308
Arbor Investment Advisors
North Carolina
$353K -$195K -5,083 -36%
CWM
2309
Centric Wealth Management
Illinois
$353K +$345 +9 +0.1%
PPC
2310
Park Place Capital
Alabama
$351K -$2.8K -73 -0.8%
GWM
2311
GSB Wealth Management
Connecticut
$351K +$9.54K +249 +3%
NG
2312
Northstar Group
New York
$351K -$9.39K -245 -3%
LFG
2313
Larson Financial Group
Missouri
$350K -$63.2K -1,650 -16%
AIP
2314
Almanack Investment Partners
Pennsylvania
$349K +$5.4K +141 +2%
HA
2315
HC Advisors
Georgia
$349K -$733K -19,127 -69%
M
2316
MOTCO
Texas
$349K -$3.87K -101 -1%
VanEck Associates
2317
VanEck Associates
New York
$347K -$220M -5,743,684 -100%
WRPWM
2318
Werba Rubin Papier Wealth Management
California
$347K -$16.7K -437 -5%
AFP
2319
Alpha Financial Partners
Kentucky
$345K -$8.05K -210 -2%
BAM
2320
Byrne Asset Management
New Jersey
$345K -$45.8K -1,195 -12%
WW
2321
Westshore Wealth
California
$345K -$1.99K -52 -0.6%
DJSG
2322
D.J. St. Germain
Massachusetts
$344K +$7.67K +200 +2%
TT
2323
TI-Trust
Illinois
$344K – – –
DI
2324
DDFG Inc
California
$343K +$38.4K +1,002 +13%
SWM
2325
Sendero Wealth Management
Texas
$343K -$5.37M -140,205 -94%