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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OTL
1401
Oak Thistle LLC
New York
$2.27M +$2.18M +41,329 New
Quotient Wealth Partners
1402
Quotient Wealth Partners
Texas
$2.27M -$59.6K -1,127 -3%
EFG
1403
Everhart Financial Group
Ohio
$2.27M +$187K +3,540 +9%
CFP
1404
Catalyst Financial Partners
Massachusetts
$2.26M +$323K +6,119 +17%
Mather Group
1405
Mather Group
Illinois
$2.26M +$270K +5,105 +14%
VWM
1406
VCI Wealth Management
Missouri
$2.26M -$661K -12,502 -23%
JRPIM
1407
Journey Retirement Planning & Investment Management
Idaho
$2.25M +$2.17M +40,992 New
BWM
1408
BigSur Wealth Management
Florida
$2.25M – – –
EGA
1409
E&G Advisors
Texas
$2.24M -$10.6K -200 -0.5%
SGAM
1410
Smith Group Asset Management
Texas
$2.24M +$2.16M +40,792 New
CFM
1411
Catalyst Funds Management
Australia
$2.24M +$2.15M +40,700 New
GWANC
1412
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.24M -$519K -9,819 -19%
IAS
1413
Investment Advisory Services
Texas
$2.23M -$42.3K -800 -2%
GITFIT
1414
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.23M +$79.3K +1,500 +4%
MA
1415
MONECO Advisors
Connecticut
$2.23M -$46.9K -887 -2%
NP
1416
Nilsine Partners
Colorado
$2.22M +$136K +2,564 +7%
FAM
1417
Formidable Asset Management
Ohio
$2.22M -$140K -2,655 -6%
MYAM
1418
Meiji Yasuda Asset Management
Japan
$2.22M -$113K -2,147 -5%
AIM
1419
Advyzon Investment Management
Illinois
$2.22M +$797K +15,085 +60%
T. Rowe Price Investment Management
1420
T. Rowe Price Investment Management
Maryland
$2.21M +$485K +9,178 +30%
HP
1421
Hikari Power
Japan
$2.21M – – –
AGWCA
1422
Annis Gardner Whiting Capital Advisors
Florida
$2.21M +$530K +10,025 +33%
Smithfield Trust
1423
Smithfield Trust
Pennsylvania
$2.21M +$90.3K +1,709 +4%
BOC
1424
Barbara Oil Co
Illinois
$2.2M – – –
DM
1425
Diversified Management
Wisconsin
$2.2M +$2.11M +40,000 New