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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RRCM
1576
Rappaport Reiches Capital Management
Illinois
$752K -$2.84K -85 -0.3%
LJAC
1577
L.J. Altfest & Co
New York
$752K +$1.1K +33 +0.1%
AG
1578
AIA Group
Hong Kong
$752K +$198K +5,915 +31%
MYIA
1579
Mount Yale Investment Advisors
Colorado
$748K +$32.1K +959 +4%
ETH
1580
Exos TFP Holdings
New York
$747K +$827K +24,746 New
SCA
1581
Sippican Capital Advisors
Massachusetts
$745K
III
1582
Independent Investors Inc
New York
$744K
FNBOO
1583
First National Bank of Omaha
Nebraska
$744K +$7.76K +232 +1%
IFPG
1584
Intrepid Financial Planning Group
Indiana
$741K +$7.66K +229 +0.9%
AI
1585
Accredited Investors
Minnesota
$739K +$42.3K +1,264 +5%
GJIC
1586
Gamble Jones Investment Counsel
California
$735K
DA
1587
Denali Advisors
California
$734K
PG
1588
Proffitt & Goodson
Tennessee
$730K -$21.9K -656 -3%
NFG
1589
Norris Financial Group
South Carolina
$730K +$3.08K +92 +0.4%
VanEck Associates
1590
VanEck Associates
New York
$729K -$1.53M -45,651 -65%
MSFS
1591
Main Street Financial Solutions
Pennsylvania
$729K -$4.81K -144 -0.6%
UL
1592
Unionview LLC
Washington
$729K +$3.21K +96 +0.4%
FAIM
1593
Financial Advocates Investment Management
Washington
$725K +$5.68K +170 +0.7%
NGA
1594
Naples Global Advisors
Florida
$725K +$19.4K +580 +2%
CWM
1595
Curi Wealth Management
North Carolina
$725K +$491K +14,690 +158%
HFRG
1596
Houlihan Financial Resource Group
Virginia
$725K +$748K +22,387 New
AA
1597
Advisory Alpha
Michigan
$724K -$7.72K -231 -1%
SG
1598
StoneX Group
New York
$722K +$7.02K +210 +0.9%
GWS
1599
Glassman Wealth Services
Virginia
$722K +$16.3K +489 +2%
SFI
1600
SPC Financial Inc
Maryland
$722K +$30.2K +903 +4%