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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
2501
Loomis, Sayles & Company
Massachusetts
$89K -$121K -3,676 -54%
FCG
2502
Financial Connections Group
California
$89K -$16.6K -503 -14%
CAM
2503
Chesapeake Asset Management
New York
$88.7K +$102K +3,103 New
ACA
2504
Atlas Capital Advisors
Wyoming
$87.9K – – –
DWA
2505
Dougherty Wealth Advisers
Minnesota
$87.4K – – –
CA
2506
Claar Advisors
New York
$85.8K +$99K +3,000 New
RWM
2507
Ruedi Wealth Management
Illinois
$85.1K – – –
GIS
2508
Grayhawk Investment Strategies
Alberta, Canada
$85K – – –
MWC
2509
MBM Wealth Consultants
Missouri
$84K – – –
BAM
2510
Baldrige Asset Management
Pennsylvania
$82K – – –
CAM
2511
Costello Asset Management
Pennsylvania
$81.2K – – –
RDIA
2512
RE Dickinson Investment Advisors
Iowa
$81K – – –
TCM
2513
Tradewinds Capital Management
Washington
$80K +$3.2K +97 +4%
AW
2514
Avion Wealth
Texas
$79K +$3.5K +106 +5%
AT
2515
Avalon Trust
New Mexico
$78.6K +$90.7K +2,748 New
GA
2516
GoalVest Advisory
New York
$77.3K +$40.6K +1,229 +83%
APW
2517
Acima Private Wealth
Virginia
$77.1K – – –
RDFA
2518
Ritter Daniher Financial Advisory
Ohio
$77K +$12.4K +375 +16%
HFS
2519
HBC Financial Services
Washington
$75K – – –
CWM
2520
Compass Wealth Management
Connecticut
$73.5K – – –
PAI
2521
Pittenger & Anderson Inc
Nebraska
$73.2K +$14.5K +440 +21%
UCB
2522
United Community Bank
South Carolina
$71.7K – – –
CWM
2523
CarsonAllaria Wealth Management
Illinois
$68.6K +$99 +3 +0.1%
WWM
2524
Wolff Wiese Magana
California
$67.4K +$3.96K +120 +5%
WSC
2525
Wellington Shields & Co
New York
$65.7K – – –