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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
3201
True Wealth Design
Ohio
$77.7K +$44.6K +915 +155%
TC
3202
Trust Company
Kansas
$77.5K -$45.5K -933 -38%
HHMI
3203
Howard Hughes Medical Institute
Maryland
$75.5K +$1.51K +31 +2%
OC
3204
Oakmont Corp
California
$75.1K
KFP
3205
Keener Financial Planning
Texas
$75K
MAM
3206
Meeder Asset Management
Ohio
$74.7K -$130K -2,656 -65%
MFT
3207
Moisand Fitzgerald Tamayo
Florida
$73.6K +$49 +1 +0.1%
AP
3208
Aspect Partners
Virginia
$73.4K +$9.12K +187 +15%
HFS
3209
Hopwood Financial Services
Virginia
$72.2K
FFL
3210
Financial Freedom LLC
Ohio
$71.9K +$244 +5 +0.4%
VWA
3211
Valued Wealth Advisors
Utah
$70.2K +$1.22K +25 +2%
PMIM
3212
Prudent Man Investment Management
Colorado
$69.4K
BC
3213
Broadwater Capital
Massachusetts
$68.7K -$3.01M -61,698 -98%
CI
3214
Clal Insurance
Israel
$67K -$1.17K -24 -2%
UFPG
3215
United Financial Planning Group
New York
$65.9K +$62.3K +1,278 New
LAM
3216
LOM Asset Management
$64K
Loomis, Sayles & Company
3217
Loomis, Sayles & Company
Massachusetts
$63.8K +$1.02K +21 +2%
BL
3218
Balentine LLC
Georgia
$63.8K +$60.3K +1,236 New
CCM
3219
Cloud Capital Management
Washington
$62K +$59.3K +1,215 New
CWM
3220
Cranbrook Wealth Management
Michigan
$61.7K +$20.2K +414 +53%
Q1WB
3221
Quest 10 Wealth Builders
Virginia
$57.9K -$927 -19 -2%
FMTCOCP
3222
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$57K
NWMP
3223
Noble Wealth Management PBC
Colorado
$56.5K +$53.4K +1,095 New
HWM
3224
HighMark Wealth Management
Minnesota
$56.4K -$732 -15 -1%
DCM
3225
Davis Capital Management
Florida
$55.6K +$52.5K +1,077 New