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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
QWP
1401
Quotient Wealth Partners
Texas
$2.27M -$59.6K -1,127 -3%
EFG
1402
Everhart Financial Group
Ohio
$2.27M +$187K +3,540 +9%
CFP
1403
Catalyst Financial Partners
Massachusetts
$2.26M +$323K +6,119 +17%
MG
1404
Mather Group
Illinois
$2.26M +$270K +5,105 +14%
VWM
1405
VCI Wealth Management
Missouri
$2.26M -$661K -12,502 -23%
JRPIM
1406
Journey Retirement Planning & Investment Management
Idaho
$2.25M +$2.17M +40,992 New
BWM
1407
BigSur Wealth Management
Florida
$2.25M
EGA
1408
E&G Advisors
Texas
$2.24M -$10.6K -200 -0.5%
SGAM
1409
Smith Group Asset Management
Texas
$2.24M +$2.16M +40,792 New
CFM
1410
Catalyst Funds Management
Australia
$2.24M +$2.15M +40,700 New
GWANC
1411
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.24M -$519K -9,819 -19%
IAS
1412
Investment Advisory Services
Texas
$2.23M -$42.3K -800 -2%
GITFIT
1413
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.23M +$79.3K +1,500 +4%
MA
1414
MONECO Advisors
Connecticut
$2.23M -$46.9K -887 -2%
NP
1415
Nilsine Partners
Colorado
$2.22M +$136K +2,564 +7%
FAM
1416
Formidable Asset Management
Ohio
$2.22M -$140K -2,655 -6%
MYAM
1417
Meiji Yasuda Asset Management
Japan
$2.22M -$113K -2,147 -5%
AIM
1418
Advyzon Investment Management
Illinois
$2.22M +$797K +15,085 +60%
T. Rowe Price Investment Management
1419
T. Rowe Price Investment Management
Maryland
$2.21M +$485K +9,178 +30%
HP
1420
Hikari Power
Japan
$2.21M
AGWCA
1421
Annis Gardner Whiting Capital Advisors
Florida
$2.21M +$530K +10,025 +33%
ST
1422
Smithfield Trust
Pennsylvania
$2.21M +$90.3K +1,709 +4%
BOC
1423
Barbara Oil Co
Illinois
$2.2M
DM
1424
Diversified Management
Wisconsin
$2.2M +$2.11M +40,000 New
CAI
1425
Capital Advisors Inc
Oklahoma
$2.2M -$38.2K -722 -2%