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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
3026
Core Alternative Capital
Georgia
$89.1K -$11.4K -255 -11%
DI
3027
DAGCO Inc
Ohio
$88.6K +$94.6K +2,122 New
1NWS
3028
1 North Wealth Services
Maryland
$87.2K +$93.1K +2,089 New
BFPW
3029
BOK Financial Private Wealth
Colorado
$86.5K -$16.3K -366 -15%
IWM
3030
IMG Wealth Management
Florida
$86.3K
FPF
3031
First Pacific Financial
Washington
$86.3K -$150K -3,361 -62%
SC
3032
Stephens Consulting
Michigan
$86.2K -$802 -18 -0.9%
MSWA
3033
Marshall & Sterling Wealth Advisors
New York
$85.3K +$59.6K +1,338 +189%
AWM
3034
Atticus Wealth Management
Florida
$84.9K
IIL
3035
Insight Inv LLC
California
$84.4K +$543K +12,193 New
ACM
3036
Adalta Capital Management
New York
$83.5K
GCM
3037
GKV Capital Management
California
$83.5K
PW
3038
Pandora Wealth
Illinois
$83.5K +$89.1K +2,000 New
SWIM
3039
Smallwood Wealth Investment Management
New Jersey
$82.5K +$88.1K +1,977 New
BL
3040
BFSG LLC
California
$80.6K -$7.8K -175 -8%
DFA
3041
DHJJ Financial Advisors
Illinois
$78.8K
STB
3042
S&T Bank
Pennsylvania
$78.5K +$3.43K +77 +4%
FNWA
3043
Financial Network Wealth Advisors
Utah
$77.9K +$34K +763 +69%
SRCM
3044
Signature Resources Capital Management
California
$77.7K +$89 +2 +0.1%
FMTCOCP
3045
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77K
RF
3046
Rossby Financial
Florida
$75K +$84.2K +1,889 New
RWM
3047
Rialto Wealth Management
New York
$74.6K +$2.94K +66 +4%
Loomis, Sayles & Company
3048
Loomis, Sayles & Company
Massachusetts
$73K -$41.6K -934 -35%
HFS
3049
Hopwood Financial Services
Virginia
$72.7K
WSC
3050
Wellington Shields & Co
New York
$72.1K