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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1051
Modera Wealth Management
New Jersey
$3.76M +$62.8K +1,217 +2%
DF
1052
Dunhill Financial
United Kingdom
$3.75M +$24.6K +476 +0.6%
PP
1053
Patten & Patten
Tennessee
$3.74M -$1.19K -23 -0%
WPC
1054
Wedmont Private Capital
Pennsylvania
$3.74M -$103K -1,989 -3%
TBA
1055
Tower Bridge Advisors
Pennsylvania
$3.74M +$104K +2,008 +3%
PL
1056
Perpetual Ltd
Australia
$3.73M +$1.05M +20,263 +36%
GBT
1057
Grove Bank & Trust
Florida
$3.73M +$5.47K +106 +0.1%
CWM
1058
Chemistry Wealth Management
New York
$3.73M -$159K -3,075 -4%
MB
1059
MidFirst Bank
Oklahoma
$3.72M -$58.3K -1,130 -1%
ICP
1060
Ironvine Capital Partners
Nebraska
$3.71M
WWA
1061
WCG Wealth Advisors
Nevada
$3.69M -$596K -11,542 -13%
MWM
1062
Massachusetts Wealth Management
Massachusetts
$3.69M +$19.9K +385 +0.5%
CAM
1063
Cidel Asset Management
Ontario, Canada
$3.68M +$515K +9,986 +15%
BT
1064
Banque Transatlantique
France
$3.67M +$1.52M +29,463 +65%
FRA
1065
Frank Rimerman Advisors
California
$3.65M +$167K +3,233 +5%
LWM
1066
Lyell Wealth Management
California
$3.65M -$774K -15,000 -17%
NP
1067
NorthRock Partners
Minnesota
$3.64M -$229K -4,432 -6%
CIA
1068
Choate Investment Advisors
Massachusetts
$3.63M +$553K +10,711 +17%
TAM
1069
Trust Asset Management
Texas
$3.62M
Group One Trading
1070
Group One Trading
Illinois
$3.62M +$3.83M +74,179 New
NW
1071
Naviter Wealth
Arkansas
$3.62M -$29.1K -564 -0.8%
GWP
1072
Gateway Wealth Partners
Wisconsin
$3.62M +$2.7M +52,229 +238%
RMAM
1073
Raab & Moskowitz Asset Management
New Jersey
$3.61M -$526K -10,190 -12%
FA
1074
Fiduciary Alliance
South Carolina
$3.6M -$1.61M -31,264 -32%
MSFS
1075
Main Street Financial Solutions
Pennsylvania
$3.59M -$1.45K -28 -0%