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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MDA
3326
Minot DeBlois Advisors
Massachusetts
$48.8K
MAM
3327
Marquette Asset Management
Minnesota
$48.8K +$8.15K +158 +19%
RWM
3328
Raffa Wealth Management
District of Columbia
$47.6K +$7.07K +137 +16%
WA
3329
Whipplewood Advisors
Colorado
$47.6K +$47.9K +928 +1,894%
VWA
3330
VSM Wealth Advisory
Maryland
$47.6K +$206 +4 +0.4%
NWMP
3331
Noble Wealth Management PBC
Colorado
$47.3K -$11.2K -217 -18%
SC
3332
Stance Capital
Massachusetts
$46.2K +$48.9K +948 New
RWS
3333
Retirement Wealth Solutions
Wisconsin
$46.1K +$206 +4 +0.4%
VR
3334
Vision Retirement
New Jersey
$46.1K +$52 +1 +0.1%
RWM
3335
Rialto Wealth Management
New York
$45.8K +$10.1K +195 +26%
MSFP
3336
Mark Sheptoff Financial Planning
Connecticut
$45.8K -$48.5K -940 -52%
HFS
3337
Hughes Financial Services
Virginia
$44.6K +$4.7K +91 +11%
SVWA
3338
Sarver Vrooman Wealth Advisors
Missouri
$44.6K
FGA
3339
Fortis Group Advisors
New Jersey
$44.5K
SFS
3340
Sunrise Financial Services
Washington
$43.1K -$6.24K -121 -12%
RS
3341
Rakuten Securities
Japan
$42.9K -$619 -12 -1%
Loomis, Sayles & Company
3342
Loomis, Sayles & Company
Massachusetts
$41.9K -$17.2K -333 -28%
CI
3343
Clal Insurance
Israel
$41K -$568 -11 -1%
RTL
3344
Red Tortoise LLC
Georgia
$40.5K
VA
3345
Valor Advisors
Florida
$40.3K
SR
3346
Swiss Re
Switzerland
$40.1K
FFA
3347
Frazier Financial Advisors
Ohio
$40.1K +$32.1K +623 +313%
KCM
3348
Key Capital Management
Tennessee
$39.3K +$3.2K +62 +8%
RF
3349
Robinswood Financial
Washington
$39.2K +$258 +5 +0.6%
SAS
3350
Spurstone Advisory Services
Connecticut
$38K