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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
751
ARS Wealth Advisors Group
Florida
$7.56M +$6.72M +159,722 New
UF
752
Univest Financial
Pennsylvania
$7.56M -$942K -22,396 -12%
WC
753
Woodstock Corp
Massachusetts
$7.52M +$7.83K +186 +0.1%
SCP
754
Stamos Capital Partners
California
$7.52M +$2.13M +50,662 +47%
WIA
755
World Investment Advisors
California
$7.51M +$324K +7,705 +5%
MSA
756
MUFG Securities Americas
New York
$7.43M +$1.11M +26,373 +20%
LG
757
Leuthold Group
Minnesota
$7.39M -$101K -2,410 -2%
BP
758
Ballentine Partners
Massachusetts
$7.38M +$191K +4,536 +3%
HAG
759
HighPoint Advisor Group
Illinois
$7.37M -$112K -2,667 -2%
TPCW
760
TD Private Client Wealth
New York
$7.33M +$286K +6,795 +5%
VanEck Associates
761
VanEck Associates
New York
$7.31M +$2.24M +53,360 +53%
MWM
762
Mission Wealth Management
California
$7.26M -$89.4K -2,124 -1%
SLI
763
Sumitomo Life Insurance
Japan
$7.26M -$1M -23,885 -13%
BBP
764
Banco BTG Pactual
Brazil
$7.23M +$3.98M +94,601 +162%
RWP
765
RWA Wealth Partners
Massachusetts
$7.23M +$973K +23,131 +18%
HAI
766
Hennessy Advisors Inc
California
$7.22M
NIM
767
Northeast Investment Management
Massachusetts
$7.22M -$56.1K -1,334 -0.9%
BAM
768
Boyar Asset Management
New York
$7.17M +$141K +3,344 +2%
FMWA
769
Forvis Mazars Wealth Advisors
Missouri
$7.17M +$79.2K +1,883 +1%
CAMG
770
CWA Asset Management Group
Florida
$7.16M +$388K +9,224 +6%
RBI
771
Raiffeisen Bank International
Austria
$7.15M -$330K -7,848 -5%
AF
772
Ally Financial
Michigan
$7.1M
ECM
773
ExodusPoint Capital Management
New York
$7.08M +$6.3M +149,716 New
UCMOK
774
United Capital Management of KS
Kansas
$7.08M +$88.7K +2,108 +1%
OIA
775
OneDigital Investment Advisors
Kansas
$7.08M -$1.87M -44,433 -23%