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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
STB
1626
S&T Bank
Pennsylvania
$979K – – –
VWM
1627
Vigilare Wealth Management
Arizona
$975K -$300K -6,640 -22%
MSFS
1628
Main Street Financial Solutions
Pennsylvania
$972K -$18K -398 -2%
PWMG
1629
Prestige Wealth Management Group
New Jersey
$969K +$71.8K +1,591 +7%
SG
1630
StoneX Group
New York
$966K +$22.5K +498 +2%
SFP
1631
Sweet Financial Partners
Minnesota
$966K +$575K +12,736 +119%
LFA
1632
Legacy Financial Advisors
Kentucky
$963K +$7.31K +162 +0.7%
SIM
1633
SSI Investment Management
California
$960K -$9.93K -220 -0.9%
Accredited Investors
1634
Accredited Investors
Minnesota
$959K -$554K -12,275 -35%
Donaldson Capital Management
1635
Donaldson Capital Management
Indiana
$959K +$84.5K +1,873 +9%
BCP
1636
Berkeley Capital Partners
Georgia
$959K +$608K +13,472 +138%
GLLW
1637
Graves Light Lenhart Wealth
Virginia
$958K +$66.8K +1,480 +7%
MP
1638
McDonald Partners
Ohio
$957K +$1.05M +23,206 New
KA
1639
KLCM Advisors
Wisconsin
$956K -$151K -3,343 -13%
BWA
1640
Blodgett Wealth Advisors
California
$955K +$65.4K +1,450 +7%
SFP
1641
Shepherd Financial Partners
Massachusetts
$955K +$136K +3,007 +15%
GWS
1642
Glassman Wealth Services
Virginia
$953K +$36.4K +807 +4%
CWA
1643
Canvas Wealth Advisors
Kansas
$949K -$164K -3,637 -12%
CMT Capital Markets Trading
1644
CMT Capital Markets Trading
Germany
$948K -$6.29M -139,421 -86%
CFMC
1645
Curbstone Financial Management Corp
New Hampshire
$948K +$81.2K +1,800 +8%
AFA
1646
Abacus FCF Advisors
Florida
$948K +$1.04M +22,996 New
PG
1647
Proffitt & Goodson
Tennessee
$947K -$70.2K -1,555 -6%
WSCM
1648
Wellington Shields Capital Management
New York
$945K -$318K -7,050 -24%
DIP
1649
DT Investment Partners
Pennsylvania
$945K +$482K +10,682 +87%
AAMC
1650
Asset Allocation & Management Company
Illinois
$943K – – –