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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1301
Octavia Wealth Advisors
Ohio
$2.65M -$252K -4,738 -9%
WC
1302
Wynn Capital
Georgia
$2.65M +$17.6K +330 +0.7%
MC
1303
Martin & Co
Tennessee
$2.64M +$34.7K +653 +1%
GA
1304
GoalVest Advisory
New York
$2.63M +$372K +7,003 +18%
OMIC
1305
Old Mission Investment Co
Michigan
$2.62M +$2.45M +46,018 New
PEAK6
1306
PEAK6
Illinois
$2.61M +$2.44M +45,856 New
VWA
1307
Visionary Wealth Advisors
Illinois
$2.6M +$51.9K +975 +2%
NAM
1308
NTV Asset Management
West Virginia
$2.6M -$62.4K -1,174 -3%
GCP
1309
GSA Capital Partners
United Kingdom
$2.59M +$1.09M +20,478 +82%
TCBWMS
1310
Texas Capital Bank Wealth Management Services
Texas
$2.58M -$1.92M -36,030 -44%
WIM
1311
Wittenberg Investment Management
Massachusetts
$2.57M
RCM
1312
RB Capital Management
Nevada
$2.57M -$5.9K -111 -0.2%
LA
1313
Legacy Advisors
Pennsylvania
$2.57M +$552K +10,385 +30%
GWP
1314
Gateway Wealth Partners
Wisconsin
$2.56M -$1.55M -29,237 -39%
CFG
1315
Chapman Financial Group
Hawaii
$2.56M -$16.2K -304 -0.7%
CFS
1316
CRA Financial Services
New Jersey
$2.56M -$10.1K -190 -0.4%
IA
1317
IFG Advisory
Georgia
$2.54M +$2.37M +44,562 New
KFC
1318
Klingenstein Fields & Co
New York
$2.54M -$397K -7,469 -14%
SRC
1319
Shufro Rose & Co
New York
$2.54M -$47.9K -900 -2%
CA
1320
Cumberland Advisors
Florida
$2.53M -$293K -5,500 -11%
WHC
1321
Wulff, Hansen & Co
California
$2.52M +$9.31K +175 +0.4%
FFA
1322
Florida Financial Advisors
Florida
$2.52M +$503K +9,462 +27%
FWP
1323
Falcon Wealth Planning
California
$2.52M +$11.8K +221 +0.5%
AWC
1324
Abundance Wealth Counselors
Pennsylvania
$2.52M +$1.08M +20,298 +85%
IP
1325
Intellectus Partners
California
$2.52M -$41.9K -787 -2%