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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
5NPW
1426
55 North Private Wealth
Florida
$1.88M -$58.3K -1,129 -3%
PH
1427
Pinnacle Holdings
Oklahoma
$1.88M
MIM
1428
Morningstar Investment Management
Illinois
$1.88M +$159K +3,079 +9%
QC
1429
Quent Capital
New York
$1.88M -$247K -4,790 -11%
PFA
1430
Pure Financial Advisors
California
$1.88M +$25.6K +497 +1%
LOWM
1431
Laurel Oak Wealth Management
New Jersey
$1.88M +$131K +2,544 +7%
MYAM
1432
Meiji Yasuda Asset Management
Japan
$1.88M -$97.9K -1,898 -5%
TF
1433
TLWM Financial
Texas
$1.87M +$63.8K +1,237 +3%
MYLI
1434
Meiji Yasuda Life Insurance
Japan
$1.87M
OFS
1435
OneAscent Financial Services
Alabama
$1.87M +$611K +11,843 +45%
LFG
1436
Lazard Frères Gestion
France
$1.87M +$414K +8,023 +26%
BWG
1437
Boomfish Wealth Group
Georgia
$1.86M +$26.5K +513 +1%
HH
1438
Hilltop Holdings
Texas
$1.86M +$669K +12,957 +51%
EWS
1439
Evergreen Wealth Solutions
Pennsylvania
$1.86M +$1.54M +29,875 +360%
KIG
1440
Kessler Investment Group
Indiana
$1.86M +$316K +6,129 +19%
HCM
1441
Howland Capital Management
Massachusetts
$1.86M +$69.4K +1,344 +4%
GFG
1442
Goldstone Financial Group
Illinois
$1.86M -$247K -4,790 -11%
FHA
1443
Flagship Harbor Advisors
Massachusetts
$1.86M +$144K +2,790 +8%
AF
1444
Aviso Financial
Ontario, Canada
$1.86M -$20.5K -397 -1%
CPCM
1445
Cardinal Point Capital Management
Ontario, Canada
$1.86M -$40.2K -779 -2%
CAI
1446
Capital Advisors Inc
Oklahoma
$1.85M -$108K -2,096 -5%
CSIC
1447
Clifford Swan Investment Counsel
California
$1.84M -$377K -7,302 -16%
ACGA
1448
Atlanta Consulting Group Advisors
Georgia
$1.84M +$10.3K +199 +0.5%
DE
1449
Diversified Enterprises
Delaware
$1.83M -$108K -2,091 -5%
AP
1450
Appleton Partners
Massachusetts
$1.83M -$49.5K -960 -2%