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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2701
TD Capital Management
Tennessee
$5.79K +$6.03K +175 New
CWM
2702
Cedar Wealth Management
California
$5.13K – – –
DFCM
2703
Dark Forest Capital Management
Puerto Rico
$4.9K -$4.65K -135 -48%
IA
2704
IFS Advisors
Kansas
$4.86K – – –
CMA
2705
Cedar Mountain Advisors
Oregon
$4.54K – – –
HWM
2706
HighMark Wealth Management
Minnesota
$4.33K -$827 -24 -15%
CCMI
2707
Creative Capital Management Investments
California
$4K +$4.34K +126 New
GTAM
2708
Global Trust Asset Management
Florida
$3.68K +$379 +11 +11%
GWMI
2709
Guardian Wealth Management (Illinois)
Illinois
$3.16K – – –
KSWA
2710
Kathleen S. Wright Associates
Pennsylvania
$3K +$3.44K +100 New
LG
2711
LAM Group
Oregon
$2.85K +$2.96K +86 New
FSWA
2712
Financial Synergies Wealth Advisors
Texas
$2.15K +$379 +11 +20%
TWP
2713
TFO Wealth Partners
Ohio
$2.01K -$14.9K -432 -86%
FCA
2714
Fortis Capital Advisors
Kansas
$1.69K +$1.76K +51 New
CCM
2715
Cribstone Capital Management
Maine
$1.66K – – –
PFG
2716
Piershale Financial Group
Illinois
$1.61K +$1.69K +49 New
CWA
2717
Carolina Wealth Advisors
South Carolina
$1K – – –
UIA
2718
Ulland Investment Advisors
Minnesota
$1K – – –
CPFP
2719
Clear Perspectives Financial Planning
Ohio
$331 +$344 +10 New
WWP
2720
WR Wealth Planners
Missouri
$298 – – –
RCMU
2721
Rokos Capital Management (UK)
United Kingdom
– -$79.4M -2,561,972 Closed
CA
2722
Capitolis Advisors
New York
– -$30.5M -1,008,945 Closed
Renaissance Technologies
2723
Renaissance Technologies
New York
– -$24M -795,066 Closed
MVP
2724
Miller Value Partners
Florida
– -$12.8M -423,292 Closed
KAS
2725
Kemnay Advisory Services
New York
– -$12.2M -403,685 Closed