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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PDL
826
Portfolio Design Labs
California
$4.72M +$493K +12,307 +12%
CWM
827
Concentric Wealth Management
California
$4.71M -$7.97K -199 -0.2%
XT
828
XTX Topco
Cayman Islands
$4.7M +$486K +12,138 +11%
HCP
829
Hardin Capital Partners
South Carolina
$4.7M -$199K -4,956 -4%
CFSG
830
Community Financial Services Group
Vermont
$4.66M +$47.2K +1,177 +1%
CFLC
831
California First Leasing Corp
California
$4.66M – – –
WIA
832
World Investment Advisors
California
$4.64M +$2.18M +54,302 +87%
EH
833
Equitable Holdings
New York
$4.64M +$73.1K +1,824 +2%
CAM
834
Carret Asset Management
New York
$4.63M -$185K -4,620 -4%
PA
835
Profund Advisors
Maryland
$4.62M +$581K +14,500 +14%
APP
836
Avantax Planning Partners
Iowa
$4.62M -$1.76M -43,950 -27%
MAS
837
Meeder Advisory Services
Ohio
$4.61M -$275K -6,868 -6%
SAM
838
Sompo Asset Management
Japan
$4.6M +$47.3K +1,180 +1%
BCFD
839
Boit C.F. David
$4.6M -$48.1K -1,200 -1%
PIM
840
Penobscot Investment Management
Massachusetts
$4.58M -$208K -5,200 -4%
PWP
841
Principle Wealth Partners
Connecticut
$4.57M -$59.1K -1,475 -1%
CCM
842
Coldstream Capital Management
Washington
$4.56M +$444K +11,075 +11%
IAIM
843
International Assets Investment Management
Florida
$4.55M +$18.7M +466,927 +375%
KAM
844
Knightsbridge Asset Management
California
$4.54M -$3.81K -95 -0.1%
DAS
845
Dynamic Advisor Solutions
Arizona
$4.54M -$191K -4,762 -4%
ADIM
846
Alpha DNA Investment Management
Maryland
$4.54M +$1.65M +41,056 +56%
MWM
847
Mission Wealth Management
California
$4.52M +$768K +19,164 +20%
BHWM
848
Bar Harbor Wealth Management
New Hampshire
$4.52M -$83.2K -2,076 -2%
CAMG
849
CWA Asset Management Group
Florida
$4.5M +$4.55M +113,493 New
CTA
850
Chesley Taft & Associates
Illinois
$4.49M -$99.8K -2,490 -2%
32 33
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35 36