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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PF
851
Phoenix Financial
Israel
$3.88M -$223K -6,461 -5%
FTDI
852
First Trust Direct Indexing
Massachusetts
$3.87M +$57.4K +1,667 +1%
WIS
853
Wright Investors Service
Connecticut
$3.87M -$93.1K -2,704 -2%
EFS
854
Essex Financial Services
Connecticut
$3.87M -$19.8K -575 -0.5%
BHWM
855
Bar Harbor Wealth Management
New Hampshire
$3.87M -$24.4K -709 -0.6%
WAM
856
Wolverine Asset Management
Illinois
$3.85M -$144K -4,168 -3%
OIM
857
Opus Investment Management
Massachusetts
$3.85M
CWM
858
Chemistry Wealth Management
New York
$3.84M -$61.1K -1,774 -2%
PCM
859
Parsons Capital Management
Rhode Island
$3.83M +$1.31M +37,899 +49%
GQG Partners
860
GQG Partners
Florida
$3.82M -$1.19B -34,669,130 -100%
AMAL
861
Asset Management Advisors LLC
Oklahoma
$3.81M -$1.37M -39,640 -26%
JAFL
862
Jay A. Fishman Ltd
Michigan
$3.81M -$37.9K -1,100 -0.9%
CT
863
Caldwell Trust
Florida
$3.8M +$142K +4,127 +4%
ORAM
864
One River Asset Management
Connecticut
$3.8M +$3.95M +114,549 New
UWM
865
Udine Wealth Management
Florida
$3.79M -$21.5K -625 -0.5%
PAS
866
Park Avenue Securities
New York
$3.79M -$142K -4,122 -3%
CCFP
867
Charles Carroll Financial Partners
Massachusetts
$3.79M -$358K -10,400 -8%
LFAS
868
Level Four Advisory Services
Texas
$3.79M +$2.59M +75,277 +193%
SCM
869
Silvant Capital Management
Georgia
$3.78M -$8.13K -236 -0.2%
GWM
870
Graybill Wealth Management
Illinois
$3.77M +$1.07M +31,132 +38%
MOS
871
MGO One Seven
Ohio
$3.76M -$81.2K -2,356 -2%
DWM
872
Dakota Wealth Management
Florida
$3.75M +$260K +7,550 +7%
BFM
873
Boothbay Fund Management
New York
$3.75M -$816K -23,703 -17%
CPC
874
Consolidated Planning Corp
Georgia
$3.74M +$177K +5,127 +5%
SAM
875
Sompo Asset Management
Japan
$3.72M +$32.4K +940 +0.8%