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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1751
WealthTrust Asset Management
Florida
$1.31M -$38.4K -727 -3%
KFS
1752
Keynote Financial Services
Connecticut
$1.31M
GSWM
1753
Golden State Wealth Management
California
$1.31M -$64.2K -1,215 -5%
AWS
1754
Arkfeld Wealth Strategies
Nebraska
$1.31M -$7.29K -138 -0.6%
LIP
1755
Lighthouse Investment Partners
Florida
$1.31M -$4.88M -92,279 -80%
PPC
1756
Park Place Capital
Alabama
$1.3M -$155K -2,941 -11%
CAM
1757
Covenant Asset Management
New Jersey
$1.3M
Fuller & Thaler Asset Management
1758
Fuller & Thaler Asset Management
California
$1.3M
JDLA
1759
J. Derek Lewis & Associates
California
$1.3M +$1.25M +23,606 New
DWM
1760
Drive Wealth Management
Utah
$1.3M +$231K +4,375 +23%
SJL
1761
Shayne & Jacobs LLC
Tennessee
$1.29M
MAWA
1762
Moss Adams Wealth Advisors
Washington
$1.29M +$132K +2,496 +12%
MFG
1763
Mosaic Financial Group
Illinois
$1.29M -$951 -18 -0.1%
LMFP
1764
Larry Mathis Financial Planning
Arizona
$1.29M +$1.24M +23,373 New
NRC
1765
New Republic Capital
North Carolina
$1.28M +$635K +12,012 +106%
WA
1766
WealthTrust Axiom
Pennsylvania
$1.28M -$11.9K -225 -1%
HNWAG
1767
High Net Worth Advisory Group
Florida
$1.28M
RPC
1768
Rossmore Private Capital
Connecticut
$1.28M -$72.7K -1,375 -6%
NGA
1769
Naples Global Advisors
Florida
$1.28M -$10.6K -200 -0.9%
WF
1770
Wayfinding Financial
Washington
$1.27M -$9.04K -171 -0.7%
CCT
1771
Capital City Trust
Florida
$1.27M +$666K +12,596 +120%
CIM
1772
Cambria Investment Management
California
$1.27M +$467K +8,836 +62%
PFS
1773
Physicians Financial Services
North Carolina
$1.26M -$37K -700 -3%
WSCM
1774
Wellington Shields Capital Management
New York
$1.26M +$792K +14,976 +187%
HFM
1775
Harvest Fund Management
China
$1.26M +$362K +6,843 +43%