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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1826
Advisornet Financial
Minnesota
$1.01M -$36K -738 -4%
OC
1827
Opinicus Capital
Florida
$1M -$21.2K -435 -2%
WCM
1828
Whitener Capital Management
North Carolina
$1M +$63.4K +1,300 +7%
IIA
1829
IPG Investment Advisors
California
$1M -$11K -225 -1%
Heritage Wealth Advisors
1830
Heritage Wealth Advisors
Virginia
$1M – – –
NICM
1831
Neo Ivy Capital Management
New York
$1M -$167K -3,432 -15%
Circle Wealth Management
1832
Circle Wealth Management
New Jersey
$1,000K +$146 +3 +0%
MFGM
1833
Marshall Financial Group (Maryland)
Maryland
$999K +$8.05K +165 +0.9%
BOJHT
1834
Bank of Jackson Hole Trust
Wyoming
$999K +$15.4K +315 +2%
SIA
1835
SkyView Investment Advisors
New Jersey
$997K -$13.1K -269 -1%
FM
1836
Foster & Motley
Ohio
$992K +$17.3K +354 +2%
SP
1837
Stonebrook Private
Michigan
$991K +$11.4K +233 +1%
SCM
1838
Steele Capital Management
Iowa
$990K – – –
DWM
1839
Drive Wealth Management
Utah
$990K +$16.4K +337 +2%
MPWS
1840
McCarter Private Wealth Services
Massachusetts
$989K +$36.1K +740 +4%
FI
1841
Finivi Inc
Massachusetts
$988K +$4.44K +91 +0.5%
PTP
1842
Platform Technology Partners
New York
$986K +$2.29K +47 +0.2%
PWP
1843
Pursue Wealth Partners
California
$982K – – –
XSC
1844
X-Square Capital
Puerto Rico
$981K +$1.9K +39 +0.2%
JPG
1845
Jordan Park Group
California
$980K – – –
ZF
1846
Zhang Financial
Michigan
$980K -$11.9K -244 -1%
CAM
1847
Columbia Asset Management
Michigan
$978K -$31.6K -647 -3%
GPA
1848
Garrison Point Advisors
California
$977K +$49 +1 +0%
Pine Valley Investments
1849
Pine Valley Investments
New Jersey
$976K +$10.8K +221 +1%
BMCM
1850
Bryn Mawr Capital Management
Pennsylvania
$973K +$49.8K +1,020 +6%