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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1176
Clarkston Capital Partners
Michigan
$2.07M +$3.43K +100 +0.2%
BAM
1177
Belpointe Asset Management
Nevada
$2.07M -$191K -5,568 -9%
CA
1178
Cullinan Associates
Kentucky
$2.07M -$194K -5,650 -9%
RIA
1179
Realta Investment Advisors
Delaware
$2.07M -$17.1K -497 -0.9%
EWM
1180
Evergreen Wealth Management
Michigan
$2.06M – – –
FBFS
1181
First Business Financial Services
Wisconsin
$2.06M +$4.81K +140 +0.3%
JWM
1182
Jeppson Wealth Management
California
$2.06M -$8.45K -246 -0.5%
FIA
1183
Foundations Investment Advisors
Arizona
$2.05M -$311K -9,051 -14%
JF
1184
Jump Financial
Illinois
$2.05M +$1.56M +45,552 +532%
RPCONE
1185
Retirement Planning Company of New England
Rhode Island
$2.05M -$811K -23,620 -30%
HWA
1186
HCR Wealth Advisors
California
$2.04M +$98K +2,856 +6%
WI
1187
WrapManager Inc
California
$2.04M +$382K +11,139 +26%
HCM
1188
Highlander Capital Management
New Jersey
$2.04M -$6.42K -187 -0.3%
RWB
1189
RMR Wealth Builders
New Jersey
$2.03M +$527K +15,361 +40%
FHA
1190
First Horizon Advisors
Tennessee
$2.03M -$159K -4,645 -8%
LC
1191
Lindbrook Capital
California
$2.02M +$44.5K +1,295 +2%
MMPW
1192
Mitchell McLeod Pugh & Williams
Alabama
$2.01M +$18.9K +552 +1%
NG
1193
Norden Group
Utah
$2.01M +$415K +12,089 +30%
WHC
1194
Wulff, Hansen & Co
California
$2.01M -$56.6K -1,650 -3%
NRS
1195
Neville Rodie & Shaw
New York
$2.01M -$15.5K -451 -0.8%
BFG
1196
Beacon Financial Group
Texas
$2.01M -$533K -15,530 -23%
WPC
1197
Wedmont Private Capital
Pennsylvania
$2M +$121K +3,527 +7%
CGH
1198
CMG Global Holdings
Texas
$1.99M – – –
HFM
1199
Hartford Financial Management
Connecticut
$1.99M -$63.4K -1,846 -3%
SAM
1200
Shell Asset Management
Netherlands
$1.99M -$2.41M -70,236 -58%
46 47
48
49 50