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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
3351
Sunrise Financial Services
Washington
$43.1K -$6.24K -121 -12%
RS
3352
Rakuten Securities
Japan
$42.9K -$619 -12 -1%
Loomis, Sayles & Company
3353
Loomis, Sayles & Company
Massachusetts
$41.9K -$17.2K -333 -28%
CI
3354
Clal Insurance
Israel
$41K -$568 -11 -1%
RTL
3355
Red Tortoise LLC
Georgia
$40.5K – – –
VA
3356
Valor Advisors
Florida
$40.3K – – –
SR
3357
Swiss Re
Switzerland
$40.1K – – –
FFA
3358
Frazier Financial Advisors
Ohio
$40.1K +$32.1K +623 +313%
KCM
3359
Key Capital Management
Tennessee
$39.3K +$3.2K +62 +8%
RF
3360
Robinswood Financial
Washington
$39.2K +$258 +5 +0.6%
SAS
3361
Spurstone Advisory Services
Connecticut
$38K – – –
MWM
3362
Magnolia Wealth Management
Alabama
$37.8K +$40K +776 New
TLA
3363
Tanglewood Legacy Advisors
Texas
$37.8K – – –
GFL
3364
Granite FO LLC
New Hampshire
$37.6K – – –
B
3365
Bayban
Minnesota
$37.5K -$248K -4,815 -86%
BGA
3366
Battery Global Advisors
Massachusetts
$37.3K -$121K -2,352 -75%
PP
3367
Paladin Partners
Wisconsin
$37.2K – – –
PCM
3368
Penserra Capital Management
California
$37K -$2.32K -45 -5%
MWM
3369
Mosley Wealth Management
California
$36.7K +$36.7K +711 New
MWM
3370
Mascoma Wealth Management
New Hampshire
$36.3K +$877 +17 +2%
LHEI
3371
Leo H. Evart Inc
California
$35.9K +$38K +736 New
MAS
3372
MPWM Advisory Solutions
Georgia
$35.7K +$103 +2 +0.3%
MSWA
3373
Marshall & Sterling Wealth Advisors
New York
$35.2K +$155 +3 +0.4%
PFSC
3374
Peoples Financial Services Corp
Pennsylvania
$34.5K – – –
APW
3375
Acima Private Wealth
Virginia
$34.4K – – –