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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SP
1826
Stonebrook Private
Michigan
$817K +$48.2K +1,081 +6%
HL
1827
HeadInvest LLC
Maine
$817K -$2.23K -50 -0.3%
CPA
1828
Capital Performance Advisors
California
$817K +$262K +5,877 +43%
BIA
1829
Bigelow Investment Advisors
Maine
$815K -$69.7K -1,564 -7%
KA
1830
Kearns & Associates
California
$814K – – –
Valmark Advisers
1831
Valmark Advisers
Ohio
$814K -$14.8K -333 -2%
GFP
1832
Gryphon Financial Partners
Ohio
$812K +$95.3K +2,139 +12%
VCM
1833
Virtue Capital Management
Tennessee
$810K +$214K +4,795 +33%
TC
1834
TFR Capital
Texas
$809K +$402K +9,031 +87%
EAM
1835
Empirical Asset Management
Massachusetts
$809K -$1.15M -25,716 -57%
WW
1836
Waterfront Wealth
Kansas
$807K -$14K -314 -2%
OC
1837
Oakworth Capital
Alabama
$806K +$14.5K +325 +2%
Circle Wealth Management
1838
Circle Wealth Management
New Jersey
$805K +$12.4K +278 +1%
BFWA
1839
Benchmark Financial Wealth Advisors
Florida
$804K -$84.2K -1,889 -9%
FI
1840
Finivi Inc
Massachusetts
$804K -$2.99K -67 -0.3%
ZF
1841
Zhang Financial
Michigan
$803K -$119K -2,665 -12%
DFG
1842
Delta Financial Group
New Jersey
$803K -$4.54K -102 -0.5%
IIA
1843
IPG Investment Advisors
California
$799K -$494K -11,078 -37%
XSC
1844
X-Square Capital
Puerto Rico
$798K +$758 +17 +0.1%
NS
1845
NBC Securities
Alabama
$797K +$850K +19,086 +106,033%
PWP
1846
Pursue Wealth Partners
California
$794K – – –
WFI
1847
West Family Investments
California
$794K -$73.1K -1,641 -8%
CPSC
1848
Carl P. Sherr & Co
Massachusetts
$794K +$2.58K +58 +0.3%
CCG
1849
Cypress Capital Group
Florida
$794K -$170K -3,825 -17%
JPG
1850
Jordan Park Group
California
$793K – – –