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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
1726
Houlihan Financial Resource Group
Virginia
$1.07M -$18.3K -434 -2%
AWM
1727
Accredited Wealth Management
Kentucky
$1.07M +$953K +22,664 New
ATS
1728
Ashton Thomas Securities
New York
$1.07M +$13.6K +324 +1%
PCP
1729
Proficio Capital Partners
Massachusetts
$1.07M +$49.6K +1,178 +5%
LA
1730
LexAurum Advisors
Kansas
$1.07M -$37.9K -901 -4%
ST
1731
Sentinel Trust
Texas
$1.07M +$799 +19 +0.1%
CA
1732
Continuum Advisory
Idaho
$1.07M +$17.9K +425 +2%
SFA
1733
Souders Financial Advisors
Ohio
$1.07M -$202K -4,801 -18%
CCG
1734
Cypress Capital Group
Florida
$1.07M +$151K +3,583 +19%
WA
1735
WealthTrust Axiom
Pennsylvania
$1.07M -$20.9K -497 -2%
SPF
1736
South Plains Financial
Texas
$1.07M -$73.8K -1,754 -7%
WF
1737
Wayfinding Financial
Washington
$1.07M +$505 +12 +0.1%
NGA
1738
Naples Global Advisors
Florida
$1.07M +$4K +95 +0.4%
TA
1739
TruWealth Advisors
Louisiana
$1.06M -$14.5K -345 -2%
CP
1740
Clarendon Private
Massachusetts
$1.06M +$173K +4,112 +22%
WP
1741
Westmount Partners
California
$1.06M +$673 +16 +0.1%
PGWM
1742
Pitti Group Wealth Management
New York
$1.06M -$14.9K -355 -2%
EWM
1743
Edge Wealth Management
New York
$1.05M +$21.1K +502 +2%
AI
1744
Arvest Investments
Arkansas
$1.05M -$628K -14,931 -40%
MAWA
1745
Moss Adams Wealth Advisors
Washington
$1.05M -$135K -3,202 -13%
CWP
1746
Clark Wealth Partners
Illinois
$1.05M -$17.4K -413 -2%
JAFL
1747
Jay A. Fishman Ltd
Michigan
$1.05M – – –
1C
1748
111 Capital
France
$1.05M -$496K -11,790 -35%
MMHP
1749
Murphy Middleton Hinkle & Parker
Georgia
$1.04M – – –
POIA
1750
Pin Oak Investment Advisors
Texas
$1.04M -$64.2K -1,525 -6%