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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1176
Cidel Asset Management
Ontario, Canada
$1.38M +$1.41M +50,000 New
ADL
1177
Asset Dedication LLC
California
$1.38M +$27.5K +973 +2%
AAM
1178
Ascension Asset Management
New York
$1.38M -$27.8K -985 -2%
1WA
1179
180 Wealth Advisors
Washington
$1.38M +$29K +1,026 +2%
PWS
1180
Peloton Wealth Strategists
Indiana
$1.37M +$17K +600 +1%
BJL
1181
Brighton Jones LLC
Washington
$1.36M -$58K -2,054 -4%
Vanguard Capital Wealth Advisors
1182
Vanguard Capital Wealth Advisors
Colorado
$1.36M -$7.07K -250 -0.5%
LJAC
1183
L.J. Altfest & Co
New York
$1.36M +$1.41M +49,947 New
MWM
1184
Modera Wealth Management
New Jersey
$1.35M +$6.36K +225 +0.5%
KHLMTHM
1185
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.35M -$1.37M -48,343 -50%
GRQ
1186
Gardner Russo & Quinn
Pennsylvania
$1.35M
ATPW
1187
Ashton Thomas Private Wealth
Arizona
$1.34M +$1.37M +48,540 New
BHBT
1188
Burke & Herbert Bank & Trust
Virginia
$1.34M -$14.5K -514 -1%
9WM
1189
9258 Wealth Management
Ohio
$1.33M -$228K -8,058 -14%
PAMG
1190
Patton Albertson Miller Group
Tennessee
$1.33M +$304K +10,740 +29%
BS
1191
Bessemer Securities
New York
$1.32M +$895K +31,685 +194%
MC
1192
Machina Capital
France
$1.32M +$8.59K +304 +0.6%
PCG
1193
Private Capital Group
Connecticut
$1.32M +$79.7K +2,819 +6%
BWA
1194
BDO Wealth Advisors
Florida
$1.31M -$39.3K -1,391 -3%
KCM
1195
Kornitzer Capital Management
Kansas
$1.31M -$96.1K -3,400 -7%
MC
1196
Mathes Company
New York
$1.31M
BWM
1197
BerganKDV Wealth Management
Minnesota
$1.31M +$365K +12,913 +37%
KWM
1198
Kingsview Wealth Management
Oregon
$1.29M +$447K +15,823 +51%
PWMG
1199
Prestige Wealth Management Group
New Jersey
$1.28M +$161K +5,698 +14%
SOAMC
1200
Spirit of America Management Corp
New York
$1.28M