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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
T
3551
Transce3nd
Texas
$18.2K -$53 -1 -0.3%
MI
3552
Motiv8 Investments
Florida
$18K +$17.1K +323 New
SHIM
3553
Stone House Investment Management
Pennsylvania
$17.9K +$793 +15 +5%
TPBG
3554
Turning Point Benefit Group
Maryland
$17.6K +$13.2K +250 +357%
DF
3555
DecisionPoint Financial
Arizona
$17.5K +$15.3K +290 +1,036%
FF
3556
Friedenthal Financial
New Jersey
$17.4K – – –
FDCP
3557
Foster Dykema Cabot & Partners
Massachusetts
$17.3K -$196K -3,714 -92%
LWMI
3558
Legacy Wealth Management (Idaho)
Idaho
$16.8K +$15.8K +298 +4,257%
WA
3559
Westfuller Advisors
New York
$15.8K +$106 +2 +0.7%
CJ
3560
Caitlin John
Michigan
$15.7K +$10.8K +205 +253%
MG
3561
MilWealth Group
Wisconsin
$14.8K – – –
GWM
3562
Greenline Wealth Management
Florida
$14.6K +$14.1K +266 New
MTI
3563
Merrithew & Thorsten Inc
California
$14K +$14K +264 New
KBFS
3564
Kohmann Bosshard Financial Services
Ohio
$13.8K +$13.2K +250 New
IA
3565
IFS Advisors
Kansas
$13.7K – – –
PS
3566
PayPay Securities
Japan
$12.4K +$4.71K +89 +65%
WA
3567
WestEnd Advisors
North Carolina
$12.2K +$3.49K +66 +42%
VWM
3568
Vermillion Wealth Management
Minnesota
$12.1K – – –
HFS
3569
Horizon Financial Services
North Carolina
$12K -$687 -13 -6%
VFM
3570
Vision Financial Markets
Connecticut
$12K – – –
HAP
3571
Harbor Asset Planning
Massachusetts
$12K – – –
1IA
3572
1620 Investment Advisors
Massachusetts
$11.8K – – –
FG
3573
Fairman Group
Pennsylvania
$11.8K – – –
LAS
3574
Lloyd Advisory Services
Georgia
$11.7K +$11.2K +212 New
TLCM
3575
Twin Lakes Capital Management
California
$11K – – –