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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BOM
1651
Bank of Marin
California
$903K -$31.1K -905 -4%
EA
1652
Everpar Advisors
Oklahoma
$903K -$374K -10,897 -31%
VFA
1653
Voya Financial Advisors
Connecticut
$902K +$46.8K +1,362 +6%
PCG
1654
PFC Capital Group
California
$900K -$92.7K -2,700 -10%
HAC
1655
Harbor Advisory Corp
New Hampshire
$899K
Fuller & Thaler Asset Management
1656
Fuller & Thaler Asset Management
California
$896K
SG
1657
StoneX Group
New York
$896K +$13.5K +392 +2%
AI
1658
Accredited Investors
Minnesota
$895K +$343 +10 +0%
WJA
1659
Willis Johnson & Associates
Texas
$894K +$311K +9,065 +63%
UL
1660
Unionview LLC
Washington
$892K
JSW
1661
Journey Strategic Wealth
New Jersey
$892K +$199K +5,805 +33%
LCGC
1662
Legacy Capital Group California
California
$891K +$447K +13,026 +125%
MLL
1663
Moody Lynn & Lieberson
Massachusetts
$889K
PGWM
1664
Pitti Group Wealth Management
New York
$889K -$34.9K -1,016 -4%
RIG
1665
Ramiah Investment Group
Wisconsin
$886K -$65.7K -1,915 -8%
Kayne Anderson Rudnick Investment Management
1666
Kayne Anderson Rudnick Investment Management
California
$885K +$391K +11,396 +95%
MSWM
1667
McGlone Suttner Wealth Management
Wisconsin
$884K +$107K +3,127 +15%
AWC
1668
Abundance Wealth Counselors
Pennsylvania
$883K +$28.2K +821 +4%
WF
1669
WoodTrust Financial
Wisconsin
$881K +$518K +15,096 +186%
CFMC
1670
Curbstone Financial Management Corp
New Hampshire
$879K -$20.6K -600 -3%
MWA
1671
Monograph Wealth Advisors
California
$877K +$794K +23,130 New
CPA
1672
Court Place Advisors
Maryland
$872K -$368K -10,708 -32%
MA
1673
MJP Associates
Connecticut
$870K +$90.7K +2,642 +13%
CCWM
1674
Cassaday & Co Wealth Management
Virginia
$866K -$481 -14 -0.1%
HFRG
1675
Houlihan Financial Resource Group
Virginia
$865K +$2.81K +82 +0.4%