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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
3426
Newbridge Financial Services Group
Florida
$74.1K +$26.9K +508 +61%
BC
3427
Broadwater Capital
Massachusetts
$73.3K – – –
IIM
3428
IFC & Insurance Marketing
California
$72K +$69K +1,305 New
HNW
3429
High Note Wealth
Minnesota
$71.2K +$16.3K +309 +31%
JWM
3430
Jessup Wealth Management
Ohio
$70.5K +$67.8K +1,282 New
UFPG
3431
United Financial Planning Group
New York
$70.3K – – –
WAG
3432
Wiser Advisor Group
Arizona
$70.1K +$39.9K +755 +145%
BL
3433
Balentine LLC
Georgia
$69.7K +$1.69K +32 +3%
KG
3434
Kilter Group
New York
$69.6K +$23.7K +449 +55%
1CP
3435
1015 Capital Partners
Pennsylvania
$69.4K +$66.7K +1,261 New
LAM
3436
LOM Asset Management
$68.8K – – –
MCA
3437
McGuire Capital Advisors
Oklahoma
$68.6K +$65.9K +1,247 New
CTB
3438
Country Trust Bank
Illinois
$67.4K -$31.7K -600 -33%
AP
3439
Aspect Partners
Virginia
$66.8K -$10.9K -207 -15%
FA
3440
Fountainhead AM
New Jersey
$66.8K -$663K -12,534 -91%
CWM
3441
Cranbrook Wealth Management
Michigan
$65.8K – – –
Loomis, Sayles & Company
3442
Loomis, Sayles & Company
Massachusetts
$65.6K -$2.33K -44 -4%
NWMP
3443
Noble Wealth Management PBC
Colorado
$65.3K +$4.86K +92 +8%
PUI
3444
Purpose Unlimited Inc
$64.9K +$62.4K +1,180 New
MWPCG
3445
Measured Wealth Private Client Group
New Hampshire
$63.9K -$95.4K -1,804 -61%
PWM
3446
Proathlete Wealth Management
Florida
$63.3K +$34.4K +650 +130%
PIS
3447
POM Investment Strategies
North Carolina
$62K +$6.45K +122 +12%
ATC
3448
Advantage Trust Company
Kansas
$61.9K -$59.5K -1,125 -50%
FMTCOCP
3449
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$61K – – –
HWM
3450
HighMark Wealth Management
Minnesota
$61K +$846 +16 +1%