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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
2476
TFO Wealth Partners
Ohio
$84.5K +$45.1K +1,525 +107%
RWM
2477
Ruedi Wealth Management
Illinois
$84.3K +$3.02K +102 +3%
GKIM
2478
GW&K Investment Management
Massachusetts
$84K +$17.8K +600 +24%
DWA
2479
Dougherty Wealth Advisers
Minnesota
$83.6K – – –
ACA
2480
Atlas Capital Advisors
Wyoming
$83.2K – – –
RTC
2481
Riverview Trust Company
Washington
$80.8K +$17.1K +578 +24%
AT
2482
Avalon Trust
New Mexico
$79.3K +$4.38K +148 +5%
CAM
2483
Costello Asset Management
Pennsylvania
$77.7K – – –
ITIM
2484
Indiana Trust & Investment Management
Indiana
$76.7K +$82.8K +2,800 New
LFG
2485
Larson Financial Group
Missouri
$75.4K +$19.4K +655 +31%
KC
2486
Knuff & Co
California
$75.3K -$23.7K -800 -23%
SA
2487
SRH Advisors
Kansas
$73.4K +$25.6K +866 +48%
HWM
2488
Horizons Wealth Management
North Carolina
$72.7K – – –
TCM
2489
Tradewinds Capital Management
Washington
$70.6K +$30 +1 +0%
RAM
2490
Riggs Asset Management
Pennsylvania
$70.5K -$14.3K -484 -16%
TFM
2491
TFC Financial Management
Massachusetts
$70.2K +$6.45K +218 +9%
AW
2492
Avion Wealth
Texas
$69K +$5K +169 +7%
VC
2493
Vestor Capital
Illinois
$69K +$16.2K +546 +28%
WWM
2494
Wolff Wiese Magana
California
$68.6K +$4.11K +139 +6%
TCA
2495
Trifecta Capital Advisors
Illinois
$68.1K +$18.6K +630 +34%
HFS
2496
HBC Financial Services
Washington
$68K – – –
ICM
2497
Intrepid Capital Management
Florida
$67.5K – – –
TIM
2498
Tortoise Investment Management
New York
$67.3K -$22.9K -775 -24%
CWA
2499
Carolina Wealth Advisors
South Carolina
$66.6K +$69.9K +2,361 +3,373%
GA
2500
GoalVest Advisory
New York
$64.8K -$2.13K -72 -3%