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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
1826
Mine & Arao Wealth Creation & Management
California
$496K +$134 +4 +0%
VC
1827
Veracity Capital
Georgia
$496K +$7.76K +232 +1%
CFO
1828
CVA Family Office
Colorado
$494K -$6.69K -200 -1%
SWM
1829
Sendero Wealth Management
Texas
$492K +$544K +16,277 New
HWA
1830
HHM Wealth Advisors
Tennessee
$491K -$1.67K -50 -0.3%
CRI
1831
Colonial River Investments
Virginia
$491K +$40.7K +1,217 +8%
WC
1832
Whitney & Co
New York
$490K
FM
1833
Foster & Motley
Ohio
$489K -$42.7K -1,277 -7%
FCFC
1834
First Citizens Financial Corp
Iowa
$488K -$10K -300 -2%
OIA
1835
Optimum Investment Advisors
Illinois
$488K +$17.8K +531 +3%
LAM
1836
L2 Asset Management
Massachusetts
$487K +$66.8K +1,997 +14%
Aristotle Capital Management
1837
Aristotle Capital Management
California
$486K
HCM
1838
Hall Capital Management
Rhode Island
$485K -$9.16K -274 -2%
VCP
1839
Verus Capital Partners
Arizona
$484K +$41.8K +1,251 +8%
SIG
1840
Sky Investment Group
Connecticut
$483K +$3.51K +105 +0.7%
GFS
1841
GYL Financial Synergies
Connecticut
$483K +$20.3K +607 +4%
FWSM
1842
First Wilshire Securities Management
California
$482K +$27.1K +811 +5%
SAM
1843
Seelaus Asset Management
New Jersey
$481K -$20.6K -617 -4%
DAM
1844
Delta Asset Management
Tennessee
$481K -$3.51K -105 -0.7%
SFO
1845
Stokes Family Office
Louisiana
$481K +$137K +4,107 +35%
NA
1846
Navellier & Associates
Nevada
$480K -$30.1K -900 -5%
FMN
1847
Financial Management Network
California
$480K +$1.14K +34 +0.2%
BFC
1848
Bedel Financial Consulting
Indiana
$477K -$26.4K -789 -6%
BWM
1849
Baystate Wealth Management
Massachusetts
$476K -$77.7K -2,323 -13%
CSB
1850
City State Bank
Iowa
$476K -$18.6K -555 -3%