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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OC
3426
Oakmont Corp
California
$82.9K – – –
RWM
3427
Rialto Wealth Management
New York
$82.8K +$27.3K +514 +55%
MFT
3428
Moisand Fitzgerald Tamayo
Florida
$81.6K +$53 +1 +0.1%
C
3429
Covestor
United Kingdom
$81K -$16.7K -314 -18%
Loomis, Sayles & Company
3430
Loomis, Sayles & Company
Massachusetts
$80.4K +$29.4K +552 +64%
Q1WB
3431
Quest 10 Wealth Builders
Virginia
$80.1K +$479 +9 +0.6%
PWM
3432
Peck Wealth Management
New York
$79.8K – – –
OW
3433
Olistico Wealth
Oklahoma
$79.3K – – –
SFC
3434
Swisher Financial Concepts
Ohio
$78.9K -$180K -3,393 -71%
BFS
3435
Bare Financial Services
Pennsylvania
$78.6K +$18.8K +353 +34%
KG
3436
Kilter Group
New York
$78.1K +$2.66K +50 +4%
TSMHT
3437
Thurston Springer Miller Herd & Titak
Indiana
$76.3K +$2.07K +39 +3%
MGI
3438
Miller Global Investments
Texas
$76.3K +$16.8K +315 +31%
BC
3439
Broadwater Capital
Massachusetts
$75.9K – – –
PUI
3440
Purpose Unlimited Inc
$74K -$2.34K -44 -3%
1CP
3441
1015 Capital Partners
Pennsylvania
$72.1K – – –
HFS
3442
Hughes Financial Services
Virginia
$71.5K +$18K +339 +37%
LAM
3443
LOM Asset Management
$71.2K – – –
PJC
3444
Phillip James Consulting
Minnesota
$70.1K – – –
MAM
3445
Meeder Asset Management
Ohio
$70.1K +$10.8K +204 +20%
MUMSS
3446
Mitsubishi UFJ Morgan Stanley Securities
Japan
$68.6K -$143K -2,683 -69%
CWM
3447
Cranbrook Wealth Management
Michigan
$68.2K – – –
DCM
3448
Davis Capital Management
Florida
$67.3K +$5.74K +108 +10%
MWPCG
3449
Measured Wealth Private Client Group
New Hampshire
$66.2K – – –
PWM
3450
Proathlete Wealth Management
Florida
$65.6K – – –