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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
1176
St. Johns Investment Management
Florida
$3.4M +$49.6K +932 +2%
KCM
1177
Kathmere Capital Management
Pennsylvania
$3.4M +$602K +11,324 +23%
AC
1178
Avestar Capital
New York
$3.39M +$3.4K +64 +0.1%
LAM
1179
Lakewood Asset Management
Illinois
$3.39M +$31.4K +590 +1%
WEG
1180
World Equity Group
Illinois
$3.38M -$25.5K -480 -0.8%
HFM
1181
Hartford Financial Management
Connecticut
$3.38M +$77.6K +1,460 +3%
TW
1182
TritonPoint Wealth
Maryland
$3.37M -$283K -5,324 -8%
LWMM
1183
Legacy Wealth Management (Mississippi)
Mississippi
$3.37M -$53K -997 -2%
AIA
1184
Affinity Investment Advisors
California
$3.35M +$9.89K +186 +0.3%
S
1185
Storgate
Texas
$3.35M +$2.26M +42,493 +261%
PFBT
1186
Parkside Financial Bank & Trust
Missouri
$3.34M +$16.1K +302 +0.5%
CGF
1187
Constant Guidance Financial
Massachusetts
$3.33M +$3.11M +58,435 New
AWM
1188
Aprio Wealth Management
Georgia
$3.33M +$125K +2,357 +4%
CAM
1189
Close Asset Management
United Kingdom
$3.29M – – –
CWM
1190
Calamos Wealth Management
Illinois
$3.29M -$53.6K -1,007 -2%
AG
1191
AlTi Global
New York
$3.28M +$98.5K +1,852 +3%
BIM
1192
Bridges Investment Management
Nebraska
$3.28M +$456K +8,580 +17%
CCWA
1193
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.28M +$296K +5,574 +11%
BAM
1194
Belpointe Asset Management
Nevada
$3.28M +$172K +3,242 +6%
AWM
1195
Accurate Wealth Management
Florida
$3.23M +$353K +6,645 +14%
AWM
1196
Aviso Wealth Management
Washington
$3.23M +$493K +9,276 +20%
PA
1197
Profund Advisors
Maryland
$3.22M -$140K -2,631 -4%
LFA
1198
Legacy Financial Advisors
Kentucky
$3.22M +$90.7K +1,705 +3%
TCM
1199
Twin Capital Management
Pennsylvania
$3.22M +$125K +2,347 +4%
PCM
1200
Poehling Capital Management
Wisconsin
$3.21M -$2.82K -53 -0.1%
46 47
48
49 50