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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TGIA
1376
Torrey Growth & Income Advisors
California
$2.33M +$55.9K +1,051 +3%
WIM
1377
WealthPlan Investment Management
Nebraska
$2.33M -$768K -14,437 -26%
QWP
1378
Quotient Wealth Partners
Texas
$2.32M +$37K +695 +2%
OC
1379
Oarsman Capital
Wisconsin
$2.32M -$64.9K -1,221 -3%
IA
1380
IFC Advisors
California
$2.32M +$332K +6,242 +18%
CLA
1381
Carnegie Lake Advisors
New Jersey
$2.32M -$186K -3,495 -8%
IAS
1382
Investment Advisory Services
Texas
$2.32M -$319 -6 -0%
T. Rowe Price Investment Management
1383
T. Rowe Price Investment Management
Maryland
$2.31M +$41.9K +787 +2%
BWM
1384
Buckley Wealth Management
Nevada
$2.3M -$272K -5,108 -11%
SOS
1385
Silver Oak Securities
Tennessee
$2.3M -$253K -4,762 -11%
GFPC
1386
Global Financial Private Client
Florida
$2.29M +$20.7K +389 +1%
PFA
1387
Pure Financial Advisors
California
$2.29M +$90.1K +1,695 +4%
GFG
1388
Goldstone Financial Group
Illinois
$2.29M +$109K +2,044 +5%
BOC
1389
Barbara Oil Co
Illinois
$2.28M
EGM
1390
Encore Global Management
Texas
$2.28M
PCS
1391
Personal CFO Solutions
New Jersey
$2.28M +$157K +2,946 +8%
BCM
1392
Birmingham Capital Management
Alabama
$2.27M
BMA
1393
Brooks Moore & Associates
Tennessee
$2.27M +$283K +5,324 +15%
ST
1394
Smithfield Trust
Pennsylvania
$2.27M -$10.4K -195 -0.5%
WDC
1395
Woodward Diversified Capital
California
$2.26M -$34.4K -647 -2%
CIAS
1396
CFS Investment Advisory Services
New Jersey
$2.26M +$41.9K +788 +2%
AT
1397
American Trust
Kentucky
$2.26M -$259K -4,877 -11%
BHBT
1398
Burke & Herbert Bank & Trust
Virginia
$2.26M
FFA
1399
Fragasso Financial Advisors
Pennsylvania
$2.25M -$33.8K -635 -2%
EPW
1400
Evolve Private Wealth
California
$2.25M -$997K -18,740 -32%