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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DE
1526
Diversified Enterprises
Delaware
$1.81M -$305K -5,743 -15%
BWM
1527
BigSur Wealth Management
Florida
$1.81M
PFW
1528
Petros Family Wealth
Minnesota
$1.81M +$12.9K +242 +0.8%
UAML
1529
US Asset Management LLC
Pennsylvania
$1.81M +$6.91K +130 +0.4%
EFH
1530
Eaton Financial Holdings
Florida
$1.81M +$184K +3,463 +12%
MSWM
1531
McGlone Suttner Wealth Management
Wisconsin
$1.81M +$34.3K +644 +2%
WG
1532
Welch Group
Alabama
$1.81M +$65.3K +1,228 +4%
MC
1533
Mathes Company
New York
$1.81M
MBTD
1534
Mechanics Bank - Trust Department
California
$1.8M -$5.48K -103 -0.3%
SM
1535
Sweeney & Michel
California
$1.8M -$37.9K -712 -2%
SPC
1536
Spirepoint Private Client
Florida
$1.8M +$12.3K +232 +0.7%
EFG
1537
Ethos Financial Group
Pennsylvania
$1.8M +$318K +5,971 +25%
IWM
1538
Iams Wealth Management
Nebraska
$1.8M -$56.6K -1,065 -3%
PFGIA
1539
Patriot Financial Group Insurance Agency
Massachusetts
$1.79M -$4.76M -89,576 -74%
RCA
1540
Resonant Capital Advisors
Wisconsin
$1.79M +$54.6K +1,026 +3%
ADL
1541
Asset Dedication LLC
California
$1.79M -$40.7K -765 -2%
CBTWT
1542
Community Bank & Trust (Waco, Texas)
Texas
$1.78M -$10.1K -190 -0.6%
TFA
1543
Toth Financial Advisory
Virginia
$1.77M +$808K +15,194 +95%
PP
1544
PDS Planning
Ohio
$1.77M +$107K +2,005 +7%
SWM
1545
Silverlake Wealth Management
Vermont
$1.77M +$23.2K +437 +1%
AA
1546
Apriem Advisors
California
$1.77M -$10.8K -203 -0.7%
Capstone Investment Advisors
1547
Capstone Investment Advisors
New York
$1.76M -$11.3M -211,954 -87%
TC
1548
TownSquare Capital
Utah
$1.76M +$138K +2,592 +9%
PWAM
1549
Private Wealth Asset Management
Iowa
$1.76M -$106K -1,984 -6%
FFA
1550
Founders Financial Alliance
North Carolina
$1.76M -$4.47K -84 -0.3%