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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1526
Iams Wealth Management
Nebraska
$1.42M -$4.49K -102 -0.3%
DF
1527
Dunhill Financial
United Kingdom
$1.42M +$132K +2,992 +10%
IFG Advisory
1528
IFG Advisory
Georgia
$1.41M -$133K -3,028 -9%
KIG
1529
Kessler Investment Group
Indiana
$1.41M -$56.1K -1,275 -4%
CLA (CliftonLarsonAllen) Wealth Advisors
1530
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.41M +$748 +17 +0.1%
CTA
1531
Colonial Trust Advisors
South Carolina
$1.41M -$1.92M -43,744 -58%
SFI
1532
SPC Financial Inc
Maryland
$1.41M +$97K +2,205 +7%
CFP
1533
Catalyst Financial Partners
Massachusetts
$1.4M +$120K +2,737 +9%
Meridian Wealth Management
1534
Meridian Wealth Management
Kentucky
$1.4M +$108K +2,444 +8%
AWM
1535
Accurate Wealth Management
Florida
$1.4M -$142K -3,230 -9%
NP
1536
Nilsine Partners
Colorado
$1.4M +$183K +4,166 +15%
FFA
1537
Founders Financial Alliance
North Carolina
$1.39M +$9.11K +207 +0.7%
DFCM
1538
Dark Forest Capital Management
Puerto Rico
$1.39M -$382K -8,684 -22%
CIAS
1539
CFS Investment Advisory Services
New Jersey
$1.39M -$5.32K -121 -0.4%
BFA
1540
Brown Financial Advisors
Ohio
$1.39M +$49.5K +1,124 +4%
LA
1541
LVW Advisors
New York
$1.39M -$276K -6,266 -17%
CHC
1542
City Holding Co
West Virginia
$1.39M +$9.02K +205 +0.7%
STA
1543
Smith Thornton Advisors
Alabama
$1.39M +$44 +1 +0%
Avidian Wealth Enterprises
1544
Avidian Wealth Enterprises
Texas
$1.38M +$41.8K +949 +3%
TCM
1545
Teza Capital Management
Illinois
$1.38M – – –
Pure Financial Advisors
1546
Pure Financial Advisors
California
$1.38M +$132K +3,005 +11%
Journey Strategic Wealth
1547
Journey Strategic Wealth
New Jersey
$1.38M -$146K -3,329 -10%
CBTWT
1548
Community Bank & Trust (Waco, Texas)
Texas
$1.38M -$20.7K -470 -1%
TWP
1549
Tempus Wealth Planning
California
$1.38M -$17.2K -392 -1%
SA
1550
Strategic Advisors
New York
$1.36M +$161K +3,667 +13%