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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OIS
3076
Okabena Investment Services
Minnesota
$262K -$39.1K -735 -14%
MPCG
3077
Matrix Private Capital Group
New York
$261K
PCP
3078
Panoramic Capital Partners
Oregon
$261K -$6.28K -118 -3%
FDDB
3079
Fidelity D&D Bancorp
Pennsylvania
$260K +$243K +4,566 New
PPWM
3080
PFG Private Wealth Management
Florida
$260K +$16.9K +317 +7%
GSIS
3081
Global Strategic Investment Solutions
Arizona
$259K +$7.92K +149 +3%
CIAM
3082
Caitong International Asset Management
Hong Kong
$258K +$241K +4,534 New
PWM
3083
Purus Wealth Management
California
$258K -$23.2K -436 -9%
CCM
3084
Collar Capital Management
Wisconsin
$258K
AA
3085
Acorns Advisers
California
$258K -$10.5K -197 -4%
DI
3086
Disciplined Investments
Oklahoma
$258K +$106 +2 +0%
RHAM
3087
Round Hill Asset Management
California
$258K -$23.9K -450 -9%
KWA
3088
Kondo Wealth Advisors
California
$258K -$139K -2,605 -37%
FCM
3089
Fortis Capital Management
Washington
$258K +$241K +4,523 New
CIA
3090
Compass Ion Advisors
Pennsylvania
$257K -$9.15K -172 -4%
PRP
3091
Peak Retirement Planning
Ohio
$257K +$240K +4,508 New
BWMG
3092
Barnes Wealth Management Group
California
$257K +$240K +4,504 New
MMG
3093
Monetary Management Group
Missouri
$256K -$37.2K -700 -13%
IWB
3094
Innovative Wealth Building
Maryland
$256K -$15.4K -289 -6%
SWA
3095
Sightline Wealth Advisors
Connecticut
$255K +$7.45K +140 +3%
B
3096
Bensler
Washington
$255K -$13K -244 -5%
Hudson Bay Capital Management
3097
Hudson Bay Capital Management
Connecticut
$254K -$335K -6,290 -59%
MCM
3098
MontVue Capital Management
Virginia
$254K +$1.33K +25 +0.6%
RCA
3099
Riverview Capital Advisers
Massachusetts
$253K +$1.12K +21 +0.5%
EA
3100
Eclectic Associates
California
$253K -$21.4K -403 -8%