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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
2876
Highline Wealth Partners
California
$22.9K +$15.4K +403 +234%
WAG
2877
Wiser Advisor Group
Arizona
$22.7K -$2.49K -65 -10%
ZRP
2878
Zynergy Retirement Planning
New Jersey
$22.7K +$21.9K +571 New
SNB
2879
Security National Bank
Nebraska
$21.9K – – –
NA
2880
Nordwand Advisors
Pennsylvania
$21.7K – – –
LAM
2881
Lummis Asset Management
Texas
$21.2K +$2.72K +71 +15%
MWM
2882
Mascoma Wealth Management
New Hampshire
$21K -$15.3K -400 -43%
EFMH
2883
E Fund Management (HK)
Hong Kong
$21K +$20.6K +538 New
GJIA
2884
Glass Jacobson Investment Advisors
Maryland
$20.7K +$38 +1 +0.2%
CC
2885
Cultivar Capital
Texas
$20.1K +$19.4K +506 New
LWA
2886
Lowe Wealth Advisors
Maryland
$20.1K – – –
VWWMG
2887
Vermillion & White Wealth Management Group
Pennsylvania
$19.9K +$230 +6 +1%
CPG
2888
Custom Portfolio Group
Colorado
$19.9K – – –
CWM
2889
Cranbrook Wealth Management
Michigan
$19.8K – – –
LFA
2890
LGT Financial Advisors
Texas
$19.4K +$17.2K +449 +1,123%
PP
2891
PrairieView Partners
Minnesota
$19K – – –
CAM
2892
Clarity Asset Management
Iowa
$18.3K – – –
ARC
2893
Advisor Resource Council
Texas
$17.1K -$24.1K -628 -6%
EWP
2894
Elevation Wealth Partners
California
$16K +$192 +5 +1%
RF
2895
Robbins Farley
New Hampshire
$15.9K – – –
CB
2896
CNB Bank
Pennsylvania
$15.5K -$4.83K -126 -24%
CTWM
2897
Cherry Tree Wealth Management
Minnesota
$15.2K +$6.36K +166 +77%
TCG
2898
Transcendent Capital Group
Oklahoma
$15.2K +$1.19K +31 +9%
HEIP
2899
Hudson Edge Investment Partners
New Jersey
$13.9K +$13.4K +350 New
OLVIG
2900
Oliver Lagore Vanvalin Investment Group
Michigan
$13.1K +$77 +2 +0.6%