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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
3401
Valley Wealth Managers
New Jersey
$85.9K
BFP
3402
Birchwood Financial Partners
Minnesota
$85.2K
CMA
3403
Cedar Mountain Advisors
Oregon
$84.5K +$2.98K +56 +4%
OC
3404
Oakmont Corp
California
$82.9K
RWM
3405
Rialto Wealth Management
New York
$82.8K +$27.3K +514 +55%
MFT
3406
Moisand Fitzgerald Tamayo
Florida
$81.6K +$53 +1 +0.1%
C
3407
Covestor
United Kingdom
$81K -$16.7K -314 -18%
Loomis, Sayles & Company
3408
Loomis, Sayles & Company
Massachusetts
$80.4K +$29.4K +552 +64%
Q1WB
3409
Quest 10 Wealth Builders
Virginia
$80.1K +$479 +9 +0.6%
PWM
3410
Peck Wealth Management
New York
$79.8K
OW
3411
Olistico Wealth
Oklahoma
$79.3K
SFC
3412
Swisher Financial Concepts
Ohio
$78.9K -$180K -3,393 -71%
BFS
3413
Bare Financial Services
Pennsylvania
$78.6K +$18.8K +353 +34%
KG
3414
Kilter Group
New York
$78.1K +$2.66K +50 +4%
TSMHT
3415
Thurston Springer Miller Herd & Titak
Indiana
$76.3K +$2.07K +39 +3%
MGI
3416
Miller Global Investments
Texas
$76.3K +$16.8K +315 +31%
BC
3417
Broadwater Capital
Massachusetts
$75.9K
PUI
3418
Purpose Unlimited Inc
$74K -$2.34K -44 -3%
1CP
3419
1015 Capital Partners
Pennsylvania
$72.1K
HFS
3420
Hughes Financial Services
Virginia
$71.5K +$18K +339 +37%
LAM
3421
LOM Asset Management
$71.2K
PJC
3422
Phillip James Consulting
Minnesota
$70.1K
MAM
3423
Meeder Asset Management
Ohio
$70.1K +$10.8K +204 +20%
MUMSS
3424
Mitsubishi UFJ Morgan Stanley Securities
Japan
$68.6K -$143K -2,683 -69%
CWM
3425
Cranbrook Wealth Management
Michigan
$68.2K