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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1426
Bernicke Wealth Management
Wisconsin
$1.89M -$33.9K -657 -2%
5NPW
1427
55 North Private Wealth
Florida
$1.88M -$58.3K -1,129 -3%
PH
1428
Pinnacle Holdings
Oklahoma
$1.88M – – –
MIM
1429
Morningstar Investment Management
Illinois
$1.88M +$159K +3,079 +9%
QC
1430
Quent Capital
New York
$1.88M -$247K -4,790 -11%
Pure Financial Advisors
1431
Pure Financial Advisors
California
$1.88M +$25.6K +497 +1%
LOWM
1432
Laurel Oak Wealth Management
New Jersey
$1.88M +$131K +2,544 +7%
MYAM
1433
Meiji Yasuda Asset Management
Japan
$1.88M -$97.9K -1,898 -5%
TF
1434
TLWM Financial
Texas
$1.87M +$63.8K +1,237 +3%
Meiji Yasuda Life Insurance
1435
Meiji Yasuda Life Insurance
Japan
$1.87M – – –
OFS
1436
OneAscent Financial Services
Alabama
$1.87M +$611K +11,843 +45%
Lazard Frères Gestion
1437
Lazard Frères Gestion
France
$1.87M +$414K +8,023 +26%
BWG
1438
Boomfish Wealth Group
Georgia
$1.86M +$26.5K +513 +1%
HH
1439
Hilltop Holdings
Texas
$1.86M +$669K +12,957 +51%
EWS
1440
Evergreen Wealth Solutions
Pennsylvania
$1.86M +$1.54M +29,875 +360%
KIG
1441
Kessler Investment Group
Indiana
$1.86M +$316K +6,129 +19%
HCM
1442
Howland Capital Management
Massachusetts
$1.86M +$69.4K +1,344 +4%
GFG
1443
Goldstone Financial Group
Illinois
$1.86M -$247K -4,790 -11%
FHA
1444
Flagship Harbor Advisors
Massachusetts
$1.86M +$144K +2,790 +8%
Aviso Financial
1445
Aviso Financial
Ontario, Canada
$1.86M -$20.5K -397 -1%
CPCM
1446
Cardinal Point Capital Management
Ontario, Canada
$1.86M -$40.2K -779 -2%
Capital Advisors Inc
1447
Capital Advisors Inc
Oklahoma
$1.85M -$108K -2,096 -5%
Clifford Swan Investment Counsel
1448
Clifford Swan Investment Counsel
California
$1.84M -$377K -7,302 -16%
ACGA
1449
Atlanta Consulting Group Advisors
Georgia
$1.84M +$10.3K +199 +0.5%
DE
1450
Diversified Enterprises
Delaware
$1.83M -$108K -2,091 -5%