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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
2701
Cedar Mountain Advisors
Oregon
$4.54K
HWM
2702
HighMark Wealth Management
Minnesota
$4.33K -$827 -24 -15%
CCMI
2703
Creative Capital Management Investments
California
$4K +$4.34K +126 New
GTAM
2704
Global Trust Asset Management
Florida
$3.68K +$379 +11 +11%
MYAM
2705
Meiji Yasuda Asset Management
Japan
$3.63K -$212K -6,161 -5%
GWMI
2706
Guardian Wealth Management (Illinois)
Illinois
$3.16K
KSWA
2707
Kathleen S. Wright Associates
Pennsylvania
$3K +$3.44K +100 New
LG
2708
LAM Group
Oregon
$2.85K +$2.96K +86 New
FSWA
2709
Financial Synergies Wealth Advisors
Texas
$2.15K +$379 +11 +20%
TWP
2710
TFO Wealth Partners
Ohio
$2.01K -$14.9K -432 -86%
FCA
2711
Fortis Capital Advisors
Kansas
$1.69K +$1.76K +51 New
CCM
2712
Cribstone Capital Management
Maine
$1.66K
PFG
2713
Piershale Financial Group
Illinois
$1.61K +$1.69K +49 New
CAM
2714
CenterStar Asset Management
Illinois
$1.54K
CWA
2715
Carolina Wealth Advisors
South Carolina
$1K
UIA
2716
Ulland Investment Advisors
Minnesota
$1K
CPFP
2717
Clear Perspectives Financial Planning
Ohio
$331 +$344 +10 New
WWP
2718
WR Wealth Planners
Missouri
$298
CMP
2719
Coston McIsaac & Partners
Maine
$9 +$34 +1 +0.4%
RCMU
2720
Rokos Capital Management (UK)
United Kingdom
-$79.4M -2,561,972 Closed
CA
2721
Capitolis Advisors
New York
-$30.5M -1,008,945 Closed
Renaissance Technologies
2722
Renaissance Technologies
New York
-$24M -795,066 Closed
MVP
2723
Miller Value Partners
Florida
-$12.8M -423,292 Closed
KAS
2724
Kemnay Advisory Services
New York
-$12.2M -403,685 Closed
AU
2725
Algebris (UK)
United Kingdom
-$10.2M -339,576 Closed