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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
NMM
2776
Naples Money Management
Florida
$95.9K +$6.9K +180 +8%
CWM
2777
CarsonAllaria Wealth Management
Illinois
$95.9K +$230 +6 +0.2%
HDIM
2778
Hanson & Doremus Investment Management
Vermont
$95K
GA
2779
GoalVest Advisory
New York
$93.8K -$3.07K -80 -3%
BIM
2780
Breakwater Investment Management
Washington
$92.2K
RFS
2781
Richardson Financial Services
Massachusetts
$90.7K +$3.79K +99 +5%
APGC
2782
A.P. Gilfoyle & Co
New York
$90K
FDCP
2783
Foster Dykema Cabot & Partners
Massachusetts
$89.9K -$4.91K -128 -5%
LIA
2784
Lynx Investment Advisory
District of Columbia
$89.6K +$86.3K +2,253 New
ATC
2785
Advantage Trust Company
Kansas
$89.5K
GIS
2786
Grayhawk Investment Strategies
Alberta, Canada
$87.4K
SA
2787
Scarborough Advisors
Maryland
$87.3K +$5.67K +148 +7%
BWL
2788
Bogart Wealth LLC
Virginia
$85.6K -$45.6K -1,189 -36%
CAC
2789
Core Alternative Capital
Georgia
$85.1K
TC
2790
Trust Company
Kansas
$84.9K
DFA
2791
DHJJ Financial Advisors
Illinois
$83.1K
FWA
2792
FSC Wealth Advisors
New York
$83K +$72.4K +1,888 +944%
Loomis, Sayles & Company
2793
Loomis, Sayles & Company
Massachusetts
$83K +$1.61K +42 +2%
AWM
2794
Atticus Wealth Management
Florida
$80.9K -$5.59K -146 -7%
RFG
2795
REAP Financial Group
Texas
$80.7K -$5.06K -132 -6%
DI
2796
DAGCO Inc
Ohio
$80.1K +$230 +6 +0.3%
SAG
2797
Spotlight Asset Group
Illinois
$79.5K
CIAS
2798
CBIZ Investment Advisory Services
Ohio
$78.4K +$19.7K +513 +35%
RWMG
2799
Redwood Wealth Management Group
New Jersey
$75.9K +$73.1K +1,908 New
MB
2800
Mizuho Bank
Japan
$75.6K +$72.8K +1,900 New