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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2401
Cherrydale Wealth Management
New Jersey
$448K -$5.26K -125 -1%
NRI
2402
NFP Retirement Inc
California
$448K -$68.3K -1,623 -15%
FA
2403
Fermata Advisors
California
$448K -$194K -4,620 -33%
CWS
2404
Cypress Wealth Services
California
$448K +$2.02K +48 +0.5%
AC
2405
Allstate Corporation
Illinois
$448K -$7.01M -166,739 -95%
LIG
2406
Lokken Investment Group
Delaware
$447K -$9.93K -236 -2%
WRPWM
2407
Werba Rubin Papier Wealth Management
California
$447K -$26.4K -627 -6%
LC
2408
LCNB Corp
Ohio
$446K +$2.99K +71 +0.8%
SA
2409
Strategic Advocates
Utah
$446K +$29.4K +700 +8%
CCFM
2410
Clear Creek Financial Management
Washington
$445K +$29.4K +698 +8%
RCI
2411
RS Crum Inc
California
$445K +$252 +6 +0.1%
FSA
2412
Financial Security Advisor
Virginia
$444K +$1.68K +40 +0.4%
EWS
2413
Eagle Wealth Strategies
New Jersey
$443K +$12.2K +290 +3%
CW
2414
Channel Wealth
California
$443K -$7.19K -171 -2%
SF
2415
Symphony Financial
Texas
$443K +$285K +6,770 New
Fiera Capital (Canada)
2416
Fiera Capital (Canada)
Quebec, Canada
$442K +$393K +9,347 New
KW
2417
KWB Wealth
California
$441K +$1.73K +41 +0.4%
IA
2418
Integrity Alliance
Iowa
$441K -$246K -5,857 -39%
DJSG
2419
D.J. St. Germain
Massachusetts
$440K -$21.5K -510 -5%
RFO
2420
RiverGlades Family Offices
Florida
$440K -$84.1K -2,000 -18%
KF
2421
KKM Financial
Illinois
$440K – – –
RCM
2422
Raleigh Capital Management
North Carolina
$439K -$28.1K -667 -7%
AIM
2423
Alhambra Investment Management
Florida
$439K +$36.7K +873 +10%
PFWA
2424
Paces Ferry Wealth Advisors
Georgia
$439K -$9.72K -231 -2%
CFC
2425
Coyle Financial Counsel
Illinois
$439K +$2.23K +53 +0.6%