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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TA
2351
Trellis Advisors
Washington
$229K +$18.9K +525 +8%
SWA
2352
SFMG Wealth Advisors
Texas
$229K +$28.2K +784 +12%
CG
2353
CFO4Life Group
Texas
$228K -$137K -3,813 -35%
KA
2354
Klingman & Associates
New York
$227K +$8.93K +248 +4%
DBIA
2355
Dumont & Blake Investment Advisors
New Jersey
$226K -$7.09K -197 -3%
FM
2356
Family Management
New York
$225K -$68.3K -1,896 -21%
Financial Engines Advisors
2357
Financial Engines Advisors
California
$225K -$27.1K -752 -9%
WOSD
2358
WFA of San Diego
California
$225K -$15.9K -443 -6%
IFO
2359
Independent Family Office
New York
$225K
PS
2360
Planned Solutions
California
$225K
HCA
2361
Heck Capital Advisors
Wisconsin
$225K -$180K -5,008 -41%
EC
2362
EdgeRock Capital
Colorado
$224K +$259K +7,181 New
BHB
2363
Bank Hapoalim BM
Israel
$223K -$1.03M -28,658 -80%
LSWM
2364
Lorne Steinberg Wealth Management
Canada
$223K
BA
2365
Bridge Advisory
California
$223K +$1.91K +53 +0.8%
KIG
2366
Kowal Investment Group
Wisconsin
$223K +$258K +7,168 New
PMG
2367
Private Management Group
California
$222K +$4.18K +116 +2%
HFAS
2368
Hummer Financial Advisory Services
Illinois
$221K
SCA
2369
STALEY CAPITAL ADVISERS
Pennsylvania
$221K
ACA
2370
Affinity Capital Advisors
California
$221K +$1.44K +40 +0.6%
VCM
2371
Versant Capital Management
Arizona
$220K +$864 +24 +0.3%
BC
2372
Brio Consultants
California
$219K -$176K -4,901 -41%
KLI
2373
Kelman-Lazarov Inc
Tennessee
$219K -$9K -250 -3%
CCP
2374
Cassia Capital Partners
North Carolina
$219K
AWM
2375
Aspire Wealth Management
Massachusetts
$219K +$36 +1 +0%