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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWI
1376
Thomas White International
Illinois
$1.22M – – –
QPWM
1377
Quadrant Private Wealth Management
Pennsylvania
$1.22M +$5.33K +148 +0.4%
SVWAG
1378
Sound View Wealth Advisors Group
Georgia
$1.22M +$4.39K +122 +0.3%
FWP
1379
Falcon Wealth Planning
California
$1.21M – – –
PP
1380
Pegasus Partners
Wisconsin
$1.21M +$41.4K +1,151 +3%
BDF
1381
Balasa Dinverno & Foltz
$1.21M -$182K -5,055 -12%
SAM
1382
Sabadell Asset Management
Spain
$1.21M – – –
MW
1383
Marcum Wealth
Ohio
$1.2M +$115K +3,196 +9%
KJHP
1384
K.J. Harrison & Partners
Ontario, Canada
$1.2M +$1.08M +30,000 +351%
APP
1385
Avantax Planning Partners
Iowa
$1.2M +$62.4K +1,734 +5%
PI
1386
Parkside Investments
Illinois
$1.2M +$180K +5,000 +15%
PMA
1387
Prudent Man Advisors
Illinois
$1.2M -$14K -388 -1%
SEC
1388
Seven Eight Capital
New York
$1.2M +$250K +6,932 +22%
IIM
1389
InTrack Investment Management
Vermont
$1.19M +$4.18K +116 +0.3%
MWM
1390
Mission Wealth Management
California
$1.18M +$240K +6,672 +21%
MRCM
1391
M&R Capital Management
New Jersey
$1.18M +$12.9K +359 +1%
SC
1392
Schulhoff & Co
Ohio
$1.18M +$7.63K +212 +0.6%
TWP
1393
Tempus Wealth Planning
California
$1.18M +$65.9K +1,830 +5%
CWA
1394
Clearview Wealth Advisors
Oregon
$1.17M +$65K +1,806 +5%
UAML
1395
US Asset Management LLC
Pennsylvania
$1.17M +$5.76K +160 +0.4%
BFO
1396
Biltmore Family Office
North Carolina
$1.17M +$22.6K +629 +2%
WMA
1397
Wealth Management Associates
New Jersey
$1.17M -$59.6K -1,655 -4%
BBA
1398
BLB&B Advisors
Pennsylvania
$1.16M -$1.01K -28 -0.1%
AB
1399
Atlas Brown
Kentucky
$1.16M +$120K +3,321 +10%
IVP
1400
Intrinsic Value Partners
Arizona
$1.16M -$25.2K -700 -2%
54 55
56
57 58