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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
2826
Crown Wealth Group
North Carolina
$254K +$7.7K +175 +3%
AC
2827
Annandale Capital
Texas
$253K -$70.4K -1,600 -22%
PWM
2828
Pines Wealth Management
North Carolina
$252K +$245K +5,579 New
TFO
2829
Tarbox Family Office
California
$251K +$2.24K +51 +0.9%
SB
2830
SIG Brokerage
New York
$251K +$251K +5,712 New
BWP
2831
BSW Wealth Partners
Colorado
$251K +$251K +5,707 New
DTC
2832
Davidson Trust Company
Washington
$251K -$3.52K -80 -1%
PWMG
2833
Private Wealth Management Group
New Jersey
$251K -$88 -2 -0%
WMA
2834
West Michigan Advisors
Michigan
$250K -$38.3K -871 -13%
B
2835
Barings
North Carolina
$250K -$68.5K -1,556 -21%
SIA
2836
SGL Investment Advisors
Montana
$250K +$18.5K +421 +8%
SI
2837
Saxon Interests
Texas
$250K -$616 -14 -0.2%
AIM
2838
AHL Investment Management
Florida
$248K -$6.6K -150 -3%
FSBI
2839
Fearless Solutions (Best Invest)
Texas
$248K +$248K +5,648 New
SWM
2840
Shelton Wealth Management
Texas
$248K – – –
WA
2841
WPG Advisers
Maryland
$248K +$248K +5,646 New
ACP
2842
Arcus Capital Partners
Georgia
$247K -$1.01K -23 -0.4%
Members Trust
2843
Members Trust
Florida
$247K +$8.49K +193 +4%
CPA
2844
Cardiff Park Advisors
California
$246K +$704 +16 +0.3%
SR
2845
Syntax Research
Florida
$246K +$352 +8 +0.1%
WAM
2846
Werlinich Asset Management
Connecticut
$245K – – –
PHAM
2847
Palisades Hudson Asset Management
Florida
$245K – – –
LC
2848
Lavaca Capital
Texas
$245K – – –
YIM
2849
Yoffe Investment Management
Pennsylvania
$245K +$245K +5,573 New
TWM
2850
Topsail Wealth Management
North Carolina
$245K +$245K +5,568 New