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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TBT
3026
Texas Bank & Trust
Texas
$284K -$3.99K -75 -1%
DWM
3027
DecisionMap Wealth Management
Virginia
$283K +$265K +4,974 New
LFASL
3028
Lugano Financial Advisors SA (LFA)
Switzerland
$283K +$21.3K +400 +9%
LSIA
3029
LaSalle St. Investment Advisors
Illinois
$283K +$11.9K +223 +5%
PP
3030
Prosperity Planning
Missouri
$282K +$264K +4,956 New
PWA
3031
Provenance Wealth Advisors
Florida
$282K +$29.5K +555 +13%
CIM
3032
Catalyst Investment Management
New Hampshire
$282K +$45.6K +857 +21%
KPWG
3033
KFA Private Wealth Group
Virginia
$282K -$36.9K -694 -12%
EMC
3034
Everest Management Corp
California
$281K +$6.59K +124 +3%
WTA
3035
Washington Trust Advisors
Massachusetts
$281K -$18.9K -356 -7%
FWTB
3036
First Western Trust Bank
Colorado
$281K +$3.56K +67 +1%
SWM
3037
Steinberganna Wealth Management
New York
$280K +$1.97K +37 +0.8%
HIF
3038
Hill Island Financial
Michigan
$280K -$319 -6 -0.1%
DA
3039
Detalus Advisors
Missouri
$280K +$160 +3 +0.1%
IAAG
3040
Innovative Asset Advisors Group
Connecticut
$280K -$55.2K -1,037 -17%
BWP
3041
BSW Wealth Partners
Colorado
$279K -$10.3K -193 -4%
TCWM
3042
Total Clarity Wealth Management
Illinois
$279K +$8.94K +168 +4%
RBC
3043
Roble Belko & Company
Pennsylvania
$278K – – –
MWA
3044
MN Wealth Advisors
Kansas
$277K +$29.2K +549 +13%
LWM
3045
Lakeridge Wealth Management
Ohio
$276K +$9.47K +178 +4%
S
3046
Sachetta
Massachusetts
$276K -$146K -2,738 -36%
4A
3047
4Wealth Advisors
Illinois
$276K +$4.63K +87 +2%
GWM
3048
Goldenstone Wealth Management
California
$276K -$34.4K -646 -12%
CAM
3049
Campion Asset Management
Virginia
$276K +$3.78K +71 +1%
CA
3050
Corrado Advisors
New Jersey
$276K +$36.4K +684 +16%