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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1451
Venturi Wealth Management
Texas
$1.83M +$171K +3,310 +10%
AGC
1452
Aspen Grove Capital
Colorado
$1.82M +$1.19K +23 +0.1%
SC
1453
Schulhoff & Co
Ohio
$1.82M +$91K +1,764 +5%
CWWM
1454
Clear Wave Wealth Management
New Jersey
$1.82M +$1.92M +37,274 New
BB
1455
Busey Bank
Illinois
$1.81M -$101K -1,950 -5%
CPBTD
1456
Central Pacific Bank - Trust Division
Hawaii
$1.81M +$17K +330 +0.9%
PCS
1457
Personal CFO Solutions
New Jersey
$1.81M +$3.51K +68 +0.2%
AA
1458
Advisory Alpha
Michigan
$1.8M +$117K +2,274 +7%
KFBMI
1459
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.8M
HTC
1460
Haverford Trust Company
Pennsylvania
$1.79M +$662K +12,836 +54%
AFP
1461
Ausdal Financial Partners
Iowa
$1.79M -$65.2K -1,263 -3%
DI
1462
Diligent Investors
California
$1.78M -$18.7K -362 -1%
LIM
1463
Longfellow Investment Management
Massachusetts
$1.77M +$431K +8,345 +30%
TWM
1464
TRB Wealth Management
Texas
$1.77M +$1.88M +36,344 New
LSPW
1465
Lake Street Private Wealth
Illinois
$1.77M -$56.3K -1,091 -3%
FAM
1466
Fairtree Asset Management
South Africa
$1.77M +$1.87M +36,333 New
KCFA
1467
Key Client Fiduciary Advisors
New Jersey
$1.77M +$14.2K +275 +0.8%
ZF
1468
Zhang Financial
Michigan
$1.77M +$890K +17,239 +91%
Impax Asset Management Group
1469
Impax Asset Management Group
United Kingdom
$1.76M +$809K +15,676 +76%
MW
1470
MBL Wealth
North Carolina
$1.76M +$70.2K +1,360 +4%
JSL
1471
JT Stratford LLC
Georgia
$1.76M +$140K +2,718 +8%
BAG
1472
Bridgewealth Advisory Group
California
$1.75M +$3.82K +74 +0.2%
CAS
1473
Coppell Advisory Solutions
Texas
$1.74M +$97.4K +1,888 +5%
AL
1474
Aspiriant LLC
California
$1.74M -$10.8K -209 -0.6%
JWM
1475
Jupiter Wealth Management
Colorado
$1.72M -$103K -2,000 -5%