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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
VCP
2451
Vista Capital Partners
Oregon
$365K +$16.7K +375 +4%
LCWP
2452
Legacy Capital Wealth Partners
Arkansas
$365K -$7.13K -160 -2%
EMAM
2453
Encompass More Asset Management
California
$365K +$2.72K +61 +0.7%
SA
2454
Strategic Advocates
Utah
$364K -$33.5K -751 -8%
APWA
2455
Atlas Private Wealth Advisors
New Jersey
$364K +$69.2K +1,552 +22%
RAM
2456
Readystate Asset Management
Illinois
$364K +$388K +8,717 New
CCFM
2457
Clear Creek Financial Management
Washington
$364K +$155K +3,489 +67%
EWM
2458
Evermay Wealth Management
Virginia
$363K +$25.2K +565 +7%
SCG
2459
Sonata Capital Group
Washington
$363K
FWM
2460
FMB Wealth Management
California
$363K +$387K +8,693 New
CG
2461
Curat Global
New Hampshire
$363K +$387K +8,690 New
OPPS
2462
Obsidian Personal Planning Solutions
Maryland
$363K -$7.66K -172 -2%
VC
2463
Vicus Capital
Pennsylvania
$362K -$92.7K -2,081 -19%
CCP
2464
Clarity Capital Partners
California
$362K -$891 -20 -0.2%
BWA
2465
Bordeaux Wealth Advisors
California
$362K -$16.6K -373 -4%
TT
2466
TI-Trust
Illinois
$361K
PA
2467
Perennial Advisors
New York
$360K +$385K +8,637 New
BFIM
2468
Beese Fulmer Investment Management
Ohio
$360K +$72.7K +1,632 +23%
MCCA
2469
Mill Creek Capital Advisors
Pennsylvania
$358K -$5.7K -128 -1%
Tudor Investment Corp
2470
Tudor Investment Corp
Connecticut
$358K +$382K +8,582 New
CAG
2471
Centerpoint Advisory Group
Kansas
$358K -$12.4K -278 -3%
MFGP
2472
Marshall Financial Group (Pennsylvania)
Pennsylvania
$357K +$2.27K +51 +0.6%
OPCM
2473
Osborne Partners Capital Management
California
$356K +$31.2K +700 +9%
NFG
2474
Nadler Financial Group
Illinois
$356K -$17.9K -402 -5%
CIAS
2475
CBIZ Investment Advisory Services
Ohio
$355K +$36.9K +828 +11%