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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TGIA
1426
Torrey Growth & Income Advisors
California
$2.2M -$2.96M -56,089 -58%
WDC
1427
Woodward Diversified Capital
California
$2.2M +$30.7K +580 +1%
FFA
1428
Fragasso Financial Advisors
Pennsylvania
$2.2M -$108K -2,044 -5%
BCG
1429
Breakwater Capital Group
New Jersey
$2.2M -$36.3K -686 -2%
BCM
1430
Birmingham Capital Management
Alabama
$2.2M -$26.4K -500 -1%
VA
1431
VestGen Advisors
Illinois
$2.19M -$1.28M -24,138 -38%
LI
1432
LRI Investments
Florida
$2.19M -$33.9K -642 -2%
BMA
1433
Brooks Moore & Associates
Tennessee
$2.19M +$31.7K +600 +2%
GFPC
1434
Global Financial Private Client
Florida
$2.19M +$5.08K +96 +0.2%
5NPW
1435
55 North Private Wealth
Florida
$2.18M +$2.1M +39,724 New
BHBT
1436
Burke & Herbert Bank & Trust
Virginia
$2.18M -$411K -7,774 -16%
DE
1437
Diversified Enterprises
Delaware
$2.18M +$618K +11,687 +42%
SC
1438
Saiph Capital
New Jersey
$2.18M +$54.4K +1,030 +0.8%
MFWP
1439
Mosaic Family Wealth Partners
Missouri
$2.17M -$1.53K -29 -0.1%
GWM
1440
Geneos Wealth Management
Colorado
$2.17M -$17.7K -335 -0.8%
WIM
1441
WealthPlan Investment Management
Nebraska
$2.17M +$1.37M +25,888 +190%
BWM
1442
Bernicke Wealth Management
Wisconsin
$2.17M +$2.08M +39,386 New
SIAG
1443
Safeguard Investment Advisory Group
California
$2.16M -$35.4K -669 -2%
NDBT
1444
North Dallas Bank & Trust
Texas
$2.16M +$2.08M +39,316 New
CCWA
1445
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.16M +$410K +7,754 +25%
BB
1446
Busey Bank
Illinois
$2.15M +$149K +2,820 +8%
AB
1447
Atlas Brown
Kentucky
$2.14M -$38.5K -729 -2%
RCAG
1448
Rehmann Capital Advisory Group
Michigan
$2.14M +$165K +3,126 +9%
IA
1449
IFG Advisory
Georgia
$2.14M +$78K +1,476 +4%
DWML
1450
Decker Wealth Management LLC
Tennessee
$2.14M +$2.06M +38,925 New