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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RBWA
1826
RFG - Bristol Wealth Advisors
Massachusetts
$1.17M +$62.6K +1,184 +6%
SA
1827
Skyline Advisors
Washington
$1.17M -$12.3K -233 -1%
ANBT
1828
American National Bank & Trust
Texas
$1.17M +$327K +6,191 +41%
BEAM
1829
Baker Ellis Asset Management
Washington
$1.16M +$18.9K +358 +2%
HWM
1830
Hohimer Wealth Management
Washington
$1.16M +$17.7K +335 +2%
JAFL
1831
Jay A. Fishman Ltd
Michigan
$1.16M
PGWM
1832
Pitti Group Wealth Management
New York
$1.16M -$18.3K -347 -2%
LCM
1833
Leisure Capital Management
California
$1.16M
PAP
1834
Persistent Asset Partners
Hong Kong
$1.16M +$632K +11,959 +132%
CSC
1835
Caldwell Sutter Capital
California
$1.16M -$5.5K -104 -0.5%
FFO
1836
Fortitude Family Office
Arizona
$1.15M +$5.76K +109 +0.5%
TF
1837
Tudor Financial
Ohio
$1.15M +$38.5K +728 +4%
SPF
1838
South Plains Financial
Texas
$1.15M
BIA
1839
Bigelow Investment Advisors
Maine
$1.15M +$24.8K +469 +2%
WE
1840
Wealth Effects
Massachusetts
$1.15M -$155K -2,925 -12%
AWC
1841
Abundance Wealth Counselors
Pennsylvania
$1.15M -$66.8K -1,263 -6%
WA
1842
WESPAC Advisors
California
$1.15M +$187K +3,540 +20%
EFA
1843
Evernest Financial Advisors
Indiana
$1.14M +$20.4K +385 +2%
TC
1844
TFR Capital
Texas
$1.14M -$2.91K -55 -0.3%
GAM
1845
Gemmer Asset Management
California
$1.14M +$477K +9,022 +77%
WPW
1846
Waldron Private Wealth
Pennsylvania
$1.13M +$344K +6,499 +46%
CCIA
1847
Cherry Creek Investment Advisors
Colorado
$1.13M -$4.92K -93 -0.4%
NWAG
1848
Net Worth Advisory Group
Utah
$1.13M +$614K +11,610 +129%
HAC
1849
Harbor Advisory Corp
New Hampshire
$1.13M
PGWM
1850
Parisi Gray Wealth Management
New Jersey
$1.13M +$2.22K +42 +0.2%