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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BVP
1526
Bristlecone Value Partners
California
$1.9M +$1.82M +34,457 New
TPW
1527
Transatlantique Private Wealth
New York
$1.89M -$333K -6,294 -15%
ACG
1528
Allen Capital Group
Nebraska
$1.89M +$58.3K +1,103 +3%
CNAM
1529
Campbell Newman Asset Management
Wisconsin
$1.89M – – –
FOFP
1530
Fee-Only Financial Planning
South Carolina
$1.89M – – –
BMCM
1531
Black Maple Capital Management
Wisconsin
$1.89M +$1.81M +34,300 New
BCI
1532
Blue Capital Inc
Nebraska
$1.89M +$41.3K +781 +2%
Avidian Wealth Enterprises
1533
Avidian Wealth Enterprises
Texas
$1.88M +$231K +4,365 +15%
BIP Wealth
1534
BIP Wealth
Georgia
$1.88M +$568K +10,751 +46%
FWA
1535
FSM Wealth Advisors
Ohio
$1.88M +$40.2K +761 +2%
VWM
1536
Venturi Wealth Management
Texas
$1.88M +$91.5K +1,731 +5%
CHC
1537
City Holding Co
West Virginia
$1.88M +$74.8K +1,416 +4%
Fayez Sarofim & Co
1538
Fayez Sarofim & Co
Texas
$1.88M -$822K -15,551 -31%
JWWM
1539
Johnson & White Wealth Management
Pennsylvania
$1.87M -$7.82K -148 -0.4%
WFA
1540
Wellspring Financial Advisors
Ohio
$1.86M +$1.01M +19,165 +130%
PNFS
1541
PW Nova Financial Services
Pennsylvania
$1.86M +$1.76M +33,281 New
Burney Company
1542
Burney Company
Virginia
$1.86M +$168K +3,181 +10%
CSF
1543
Capital Squared Financial
Maryland
$1.85M +$108K +2,042 +6%
ZBNA
1544
Zions Bancorporation, National Association
Utah
$1.85M +$725K +13,710 +69%
WA
1545
WBH Advisory
Maryland
$1.84M +$27.3K +516 +2%
AWM
1546
Aviso Wealth Management
Washington
$1.84M +$117K +2,220 +7%
CPA
1547
Capital Performance Advisors
California
$1.84M +$793K +15,007 +81%
Harbour Investments
1548
Harbour Investments
Wisconsin
$1.83M +$126K +2,382 +8%
CASB
1549
Cape Ann Savings Bank
Massachusetts
$1.83M +$14.6K +277 +0.8%
JSL
1550
JT Stratford LLC
Georgia
$1.83M +$218K +4,116 +14%