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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1226
MTM Investment Management
South Carolina
$1.73M +$29 +1 +0%
GWA
1227
GGM Wealth Advisors
Maryland
$1.73M +$320 +11 +0%
CWM
1228
Connecticut Wealth Management
Connecticut
$1.72M -$110K -3,782 -7%
HWA
1229
HCR Wealth Advisors
California
$1.72M -$8.36K -287 -0.6%
HCM
1230
Howland Capital Management
Massachusetts
$1.71M -$323K -11,095 -18%
PC
1231
Prairiewood Capital
North Dakota
$1.71M -$31.3K -1,076 -2%
MWM
1232
Mission Wealth Management
California
$1.71M +$18.6K +639 +1%
PWMG
1233
Prestige Wealth Management Group
New Jersey
$1.71M +$282K +9,688 +24%
SSB
1234
Sandy Spring Bank
Maryland
$1.71M -$40.4K -1,386 -3%
SC
1235
Sierra Capital
Florida
$1.7M -$14.2K -488 -1%
WPC
1236
Wedmont Private Capital
Pennsylvania
$1.69M +$23.1K +794 +2%
MI
1237
Mango Investments
Colorado
$1.68M +$1.46M +50,000 New
LSPW
1238
Lake Street Private Wealth
Illinois
$1.68M -$116K -3,984 -7%
AAB
1239
ABN AMRO Bank
Netherlands
$1.68M -$29.4K -1,010 -2%
LIM
1240
Longfellow Investment Management
Massachusetts
$1.68M – – –
GWMR
1241
GC Wealth Management RIA
Massachusetts
$1.67M +$1.45M +49,737 New
HIIFS
1242
Harel Insurance Investments & Financial Services
Israel
$1.67M – – –
RFA
1243
Register Financial Advisors
Georgia
$1.66M +$254K +8,720 +21%
NAM
1244
NTV Asset Management
West Virginia
$1.66M -$47.6K -1,634 -3%
SIAG
1245
Safeguard Investment Advisory Group
California
$1.65M -$14.7K -504 -1%
AR
1246
Advisory Research
Illinois
$1.65M -$97.9K -3,362 -6%
WPW
1247
Waldron Private Wealth
Pennsylvania
$1.65M +$6.08K +209 +0.4%
SIG
1248
Sargent Investment Group
Maryland
$1.65M +$296K +10,160 +26%
WSCM
1249
Wellington Shields Capital Management
New York
$1.64M -$1.27M -43,625 -47%
AG
1250
AlTi Global
New York
$1.63M +$1.4M +48,215 New
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