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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
601
Bluefin Capital Management
New York
$7.46M -$12.9M -373,959 -62%
AAS
602
Avantax Advisory Services
Texas
$7.42M -$1.61M -46,664 -17%
RWP
603
RWA Wealth Partners
Massachusetts
$7.41M +$265K +7,683 +4%
ICP
604
Ironvine Capital Partners
Nebraska
$7.39M
LWANC
605
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.34M +$57K +1,655 +0.8%
ZIG
606
Zuckerman Investment Group
Illinois
$7.31M +$1.61M +46,689 +27%
SPC
607
Sigma Planning Corp
Michigan
$7.3M +$367K +10,655 +5%
Carson Wealth (CWM LLC)
608
Carson Wealth (CWM LLC)
Nebraska
$7.27M +$1.7M +49,257 +29%
Verition Fund Management
609
Verition Fund Management
Connecticut
$7.26M -$2.7M -78,339 -26%
1IA
610
1834 Investment Advisors
Wisconsin
$7.26M -$534K -15,500 -7%
FAB
611
First American Bank
Illinois
$7.25M -$1.46M -42,281 -16%
NMIMC
612
Northwestern Mutual Investment Management Company
Wisconsin
$7.25M -$1.41M -40,893 -16%
HVIA
613
Hudson Valley Investment Advisors
New York
$7.24M +$81K +2,352 +1%
BDA
614
Borer Denton & Associates
Pennsylvania
$7.22M +$61.1K +1,775 +0.8%
APA
615
Astoria Portfolio Advisors
New York
$7.17M -$30.4K -882 -0.4%
GLR
616
Great Lakes Retirement
Ohio
$7.15M +$7.43M +215,736 New
KHLMVGHM
617
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$7.14M
VAS
618
Vestmark Advisory Solutions
Massachusetts
$7.12M -$1.77M -51,501 -19%
BS
619
Banco Santander
Spain
$7.11M -$269K -7,809 -4%
RJT
620
Raymond James Trust
Florida
$7.08M +$286K +8,314 +4%
SW
621
SVB Wealth
Massachusetts
$7.04M -$2.19M -63,628 -23%
NIM
622
Northeast Investment Management
Massachusetts
$6.98M +$8.27K +240 +0.1%
PWP
623
Perfromance Wealth Partners
Illinois
$6.97M -$1.05M -30,421 -13%
WI
624
Wintrust Investments
Illinois
$6.94M -$1.97M -57,296 -21%
TI
625
tru Independence
Oregon
$6.93M +$168K +4,889 +2%