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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
3426
Davis Capital Management
Florida
$67.3K +$5.74K +108 +10%
MWPCG
3427
Measured Wealth Private Client Group
New Hampshire
$66.2K
PWM
3428
Proathlete Wealth Management
Florida
$65.6K
KFP
3429
Kroeger Financial Partners
California
$65.2K +$60.9K +1,145 New
MCA
3430
McGuire Capital Advisors
Oklahoma
$63.9K -$8.83K -166 -13%
BC
3431
Bayforest Capital
United Kingdom
$63.9K +$30.5K +574 +105%
VIS
3432
Vega Investment Solutions
France
$63.9K +$59.6K +1,121 New
FMTCOCP
3433
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$63K
SMFG
3434
Sumitomo Mitsui Financial Group
Japan
$62.7K +$58.5K +1,100 New
SC
3435
Stance Capital
Massachusetts
$62.3K +$7.71K +145 +15%
CRI
3436
Commonwealth Retirement Investments
Virginia
$62.1K +$58K +1,090 New
APW
3437
Atlantic Private Wealth
North Carolina
$60.5K
QWM
3438
Quaker Wealth Management
New Jersey
$60K +$28K +526 +100%
AP
3439
Aspect Partners
Virginia
$58.6K
HNW
3440
High Note Wealth
Minnesota
$58.4K -$14.5K -272 -21%
PCTC
3441
Perkins Coie Trust Company
Washington
$57.9K
AWA
3442
Acumen Wealth Advisors
Tennessee
$57.7K
NWMP
3443
Noble Wealth Management PBC
Colorado
$57.4K +$2.02K +38 +4%
CTB
3444
Country Trust Bank
Illinois
$57.4K -$2.18K -41 -4%
3FI
3445
3 Factor Indexing
California
$57.3K
WPWM
3446
Western Pacific Wealth Management
Illinois
$57.2K
FCT
3447
First Community Trust
Iowa
$57K
MDA
3448
Minot DeBlois Advisors
Massachusetts
$57K
TCM
3449
Timbuktu Capital Management
Massachusetts
$57K +$53.2K +1,000 New
HWM
3450
HighMark Wealth Management
Minnesota
$56.7K -$2.29K -43 -4%