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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FA
2401
Fermata Advisors
California
$448K -$194K -4,620 -33%
CWS
2402
Cypress Wealth Services
California
$448K +$2.02K +48 +0.5%
AC
2403
Allstate Corporation
Illinois
$448K -$7.01M -166,739 -95%
LIG
2404
Lokken Investment Group
Delaware
$447K -$9.93K -236 -2%
WRPWM
2405
Werba Rubin Papier Wealth Management
California
$447K -$26.4K -627 -6%
LC
2406
LCNB Corp
Ohio
$446K +$2.99K +71 +0.8%
SA
2407
Strategic Advocates
Utah
$446K +$29.4K +700 +8%
CCFM
2408
Clear Creek Financial Management
Washington
$445K +$29.4K +698 +8%
RCI
2409
RS Crum Inc
California
$445K +$252 +6 +0.1%
FSA
2410
Financial Security Advisor
Virginia
$444K +$1.68K +40 +0.4%
EWS
2411
Eagle Wealth Strategies
New Jersey
$443K +$12.2K +290 +3%
CW
2412
Channel Wealth
California
$443K -$7.19K -171 -2%
SF
2413
Symphony Financial
Texas
$443K +$285K +6,770 New
Fiera Capital (Canada)
2414
Fiera Capital (Canada)
Quebec, Canada
$442K +$393K +9,347 New
KW
2415
KWB Wealth
California
$441K +$1.73K +41 +0.4%
IA
2416
Integrity Alliance
Iowa
$441K -$246K -5,857 -39%
DJSG
2417
D.J. St. Germain
Massachusetts
$440K -$21.5K -510 -5%
RFO
2418
RiverGlades Family Offices
Florida
$440K -$84.1K -2,000 -18%
KF
2419
KKM Financial
Illinois
$440K
RCM
2420
Raleigh Capital Management
North Carolina
$439K -$28.1K -667 -7%
AIM
2421
Alhambra Investment Management
Florida
$439K +$36.7K +873 +10%
PFWA
2422
Paces Ferry Wealth Advisors
Georgia
$439K -$9.72K -231 -2%
CFC
2423
Coyle Financial Counsel
Illinois
$439K +$2.23K +53 +0.6%
LCC
2424
Lincoln Capital Corp
Rhode Island
$438K -$40.7K -967 -9%
AWP
2425
Axis Wealth Partners
Rhode Island
$438K +$34K +809 +10%