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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
KPW
1301
Kore Private Wealth
New York
$1.53M +$38.3K +1,111 +3%
NO
1302
Ninety One
South Africa
$1.53M +$1.37M +39,814 New
MWM
1303
Meridian Wealth Management
Kentucky
$1.52M -$134K -3,885 -9%
Vanguard Capital Wealth Advisors
1304
Vanguard Capital Wealth Advisors
Colorado
$1.51M -$134K -3,876 -9%
CIM
1305
CIM Investment Management
Pennsylvania
$1.51M -$748K -21,686 -36%
PP
1306
Pegasus Partners
Wisconsin
$1.51M +$212K +6,153 +19%
RHP
1307
Royal Harbor Partners
Texas
$1.51M -$182K -5,283 -12%
BC
1308
Burleson & Co
California
$1.5M +$71.7K +2,078 +6%
CA
1309
Cornerstone Advisory
Maryland
$1.5M +$16.5K +479 +1%
CFGS
1310
Concourse Financial Group Securities
Alabama
$1.5M -$17K -493 -1%
OWA
1311
Octavia Wealth Advisors
Ohio
$1.5M +$17.7K +512 +1%
Tudor Investment Corp
1312
Tudor Investment Corp
Connecticut
$1.49M +$993K +28,763 +295%
FWP
1313
Falcon Wealth Planning
California
$1.49M
FAIM
1314
Financial Advocates Investment Management
Washington
$1.46M -$368K -10,653 -22%
SC
1315
Schulhoff & Co
Ohio
$1.45M -$3.62K -105 -0.3%
WCM
1316
Washington Capital Management
Washington
$1.45M
AWC
1317
Abundance Wealth Counselors
Pennsylvania
$1.45M +$95.9K +2,778 +8%
PBT
1318
Pictet Bank & Trust
Bahamas
$1.45M
VWA
1319
Visionary Wealth Advisors
Illinois
$1.45M -$116K -3,355 -8%
EWA
1320
Exencial Wealth Advisors
Oklahoma
$1.45M -$248K -7,173 -16%
SVWAG
1321
Sound View Wealth Advisors Group
Georgia
$1.45M +$14.4K +417 +1%
AIM
1322
Aspen Investment Management
Michigan
$1.44M +$32K +927 +3%
CBTWT
1323
Community Bank & Trust (Waco, Texas)
Texas
$1.44M -$66.1K -1,915 -5%
GAMC
1324
Garner Asset Management Corp
Texas
$1.44M -$27.6K -799 -2%
IA
1325
IFG Advisory
Georgia
$1.44M +$155K +4,504 +14%