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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RTC
3026
Riverview Trust Company
Washington
$146K +$1.54K +35 +1%
CH
3027
Canton Hathaway
Rhode Island
$141K
CM
3028
Capula Management
Cayman Islands
$140K -$312K -7,095 -69%
TFM
3029
TFC Financial Management
Massachusetts
$140K -$6.55K -149 -4%
AFM
3030
Aspetuck Financial Management
Connecticut
$139K +$139K +3,152 New
FCG
3031
Financial Connections Group
California
$136K
EWP
3032
Elevation Wealth Partners
California
$136K +$132 +3 +0.1%
DWA
3033
Dougherty Wealth Advisers
Minnesota
$134K
PC
3034
Promus Capital
Illinois
$134K +$134K +3,054 New
SO
3035
Sierra Ocean
California
$133K +$133K +3,029 New
HHGA
3036
Halbert Hargrove Global Advisors
California
$132K +$132K +3,000 New
EPW
3037
Endeavor Private Wealth
Kansas
$131K +$131K +2,988 New
C
3038
Covestor
United Kingdom
$131K +$26K +591 +25%
LFA
3039
LGT Financial Advisors
Texas
$129K +$128K +2,900 +7,250%
PSFG
3040
Park Square Financial Group
Georgia
$128K +$128K +2,911 New
RAM
3041
Riggs Asset Management
Pennsylvania
$126K +$9.33K +212 +8%
CWM
3042
CarsonAllaria Wealth Management
Illinois
$124K +$132 +3 +0.1%
RDIA
3043
RE Dickinson Investment Advisors
Iowa
$123K
Loomis, Sayles & Company
3044
Loomis, Sayles & Company
Massachusetts
$118K -$142K -3,237 -55%
SA
3045
SRH Advisors
Kansas
$118K
WWA
3046
Wingate Wealth Advisors
Massachusetts
$117K +$117K +2,665 New
GWP
3047
Gen-Wealth Partners
Michigan
$117K -$43.2K -982 -27%
BTD
3048
BankPlus Trust Department
Mississippi
$117K +$117K +2,656 New
HWM
3049
Horizons Wealth Management
North Carolina
$117K
RPA
3050
Redwood Park Advisors
California
$116K +$116K +2,634 New