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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SS
1576
Sunbelt Securities
Texas
$1.3M -$70.1K -1,594 -5%
MAM
1577
McLean Asset Management
Virginia
$1.3M +$39.7K +903 +3%
KFGK
1578
Keystone Financial Group (Kentucky)
Kentucky
$1.3M -$32.3K -735 -2%
FIM
1579
Freedom Investment Management
Connecticut
$1.29M -$63.9K -1,453 -5%
OIM
1580
Oder Investment Management
California
$1.29M +$1.5K +34 +0.1%
NFG
1581
Nations Financial Group
Iowa
$1.29M -$132K -3,011 -9%
BHPW
1582
Beverly Hills Private Wealth
California
$1.29M -$316K -7,177 -20%
NLP
1583
Next Level Private
New York
$1.29M +$1.58K +36 +0.1%
HI
1584
Harbour Investments
Wisconsin
$1.28M +$76.7K +1,743 +6%
LHC
1585
Little House Capital
Massachusetts
$1.28M +$1.28M +29,204 New
TA
1586
Tectonic Advisors
Texas
$1.27M +$183K +4,163 +17%
CCA
1587
Childress Capital Advisors
Texas
$1.27M +$79.3K +1,803 +7%
WA
1588
Wealth Architects
California
$1.27M -$38.2K -869 -3%
CWP
1589
Cyndeo Wealth Partners
Florida
$1.27M -$6.2K -141 -0.5%
PCMK
1590
Paragon Capital Management (Kansas)
Kansas
$1.27M -$34.7K -789 -3%
MG
1591
Marex Group
$1.27M +$965K +21,935 +319%
OFS
1592
OneAscent Financial Services
Alabama
$1.27M +$146K +3,325 +13%
HGA
1593
Hobbs Group Advisors
South Carolina
$1.27M -$145K -3,307 -10%
MWA
1594
Midland Wealth Advisors
Illinois
$1.26M -$132K -3,004 -9%
AA
1595
Apriem Advisors
California
$1.26M -$274K -6,230 -18%
APM
1596
Advanced Portfolio Management
New York
$1.26M +$861K +19,560 +256%
AA
1597
Advisory Alpha
Michigan
$1.25M +$30.7K +698 +3%
BFA
1598
Buttonwood Financial Advisors
Maryland
$1.25M -$133K -3,033 -10%
NFTC
1599
North Forty Two & Co
Oregon
$1.25M +$1.25M +28,483 New
SSA
1600
Sierra Summit Advisors
Nevada
$1.25M +$174K +3,945 +16%