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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1276
Visionary Wealth Advisors
Illinois
$1.8M -$14.7K -383 -0.8%
MC
1277
Martin & Co
Tennessee
$1.79M -$8.51K -222 -0.5%
LA
1278
LVW Advisors
New York
$1.79M +$105K +2,727 +6%
SAM
1279
Soviero Asset Management
New York
$1.79M +$1.72M +45,000 New
SSB
1280
Sandy Spring Bank
Maryland
$1.79M -$156K -4,083 -8%
FWP
1281
Falcon Wealth Planning
California
$1.78M +$20.1K +525 +1%
HA
1282
Herold Advisors
New York
$1.78M +$460 +12 +0%
EWA
1283
Etesian Wealth Advisors
Oregon
$1.78M -$15.4K -403 -0.9%
PR
1284
Payden & Rygel
California
$1.77M
PRIG
1285
Payden & Rygel Investment Group
California
$1.77M
GWMR
1286
GC Wealth Management RIA
Massachusetts
$1.77M -$303K -7,905 -15%
WDC
1287
Woodward Diversified Capital
California
$1.76M +$202K +5,277 +13%
PPWP
1288
Premier Path Wealth Partners
New Jersey
$1.76M +$86.4K +2,255 +5%
AB
1289
Atlas Brown
Kentucky
$1.76M -$114K -2,971 -6%
IP
1290
Intellectus Partners
California
$1.76M +$19.3K +504 +1%
BI
1291
Ballast Inc
Kentucky
$1.76M -$2.53K -66 -0.1%
LWA
1292
Lineweaver Wealth Advisors
Ohio
$1.75M +$10K +262 +0.6%
AGWCA
1293
Annis Gardner Whiting Capital Advisors
Florida
$1.75M +$564K +14,716 +50%
DSC
1294
Duncker Streett & Co
Missouri
$1.75M -$8.47K -221 -0.5%
BFW
1295
Brady Family Wealth
Missouri
$1.74M +$115 +3 +0%
SA
1296
Sunesis Advisors
Kansas
$1.74M -$1.11K -29 -0.1%
FHA
1297
Flagship Harbor Advisors
Massachusetts
$1.74M -$35.4K -923 -2%
PC
1298
Prairiewood Capital
North Dakota
$1.74M -$54.3K -1,416 -3%
MAM
1299
MWA Asset Management
Massachusetts
$1.73M +$2.34K +61 +0.1%
CAG
1300
Csenge Advisory Group
Florida
$1.73M +$104K +2,713 +7%