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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HCP
1026
Hiddenite Capital Partners
New York
$2.3M
LAM
1027
Lakewood Asset Management
Illinois
$2.29M -$7.99K -280 -0.3%
APP
1028
Avantax Planning Partners
Iowa
$2.29M +$70.9K +2,483 +3%
SWM
1029
Spire Wealth Management
Virginia
$2.29M -$233K -8,175 -9%
CS
1030
Comerica Securities
Michigan
$2.29M -$124K -4,328 -5%
IFWM
1031
Institute for Wealth Management
Colorado
$2.29M +$95.8K +3,357 +4%
APF
1032
Alaska Permanent Fund
Alaska
$2.29M +$2.27M +79,700 New
BCM
1033
Brookstone Capital Management
Illinois
$2.28M -$587K -20,567 -20%
FAM
1034
Formidable Asset Management
Ohio
$2.28M -$38.7K -1,357 -2%
PPW
1035
Parcion Private Wealth
Washington
$2.27M
PCA
1036
Peddock Capital Advisors
Massachusetts
$2.26M +$34.6K +1,212 +2%
BJL
1037
Brighton Jones LLC
Washington
$2.25M +$185K +6,488 +9%
HT
1038
Heritage Trust
Oklahoma
$2.25M +$10.7K +376 +0.5%
CWM
1039
Cordatus Wealth Management
Pennsylvania
$2.24M +$2.22M +77,946 New
Eagle Capital Management (New York)
1040
Eagle Capital Management (New York)
New York
$2.23M +$301K +10,550 +16%
SFG
1041
Snider Financial Group
Washington
$2.23M +$84.6K +2,963 +4%
LBC
1042
Lawrence B. Cohen
$2.22M -$245K -8,573 -10%
SCM
1043
Saber Capital Management
North Carolina
$2.21M -$9.16K -321 -0.4%
M1FG
1044
Mach-1 Financial Group
Arkansas
$2.19M +$2.02M +70,910 +1,269%
ICP
1045
Ironvine Capital Partners
Nebraska
$2.19M -$2.18M -76,472 -50%
GBT
1046
Grove Bank & Trust
Florida
$2.18M -$8.79K -308 -0.4%
DPIM
1047
Duff & Phelps Investment Management
Illinois
$2.18M
EAMA
1048
EFG Asset Management (Americas)
Florida
$2.17M -$858K -30,056 -28%
ECI
1049
EFG Capital International
Florida
$2.17M +$2.15M +75,482 New
MIH
1050
Meitav Investment House
Israel
$2.16M +$185K +6,475 +9%