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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CG
1826
Corundum Group
Colorado
$1.18M -$152K -2,870 -12%
RBWA
1827
RFG - Bristol Wealth Advisors
Massachusetts
$1.17M +$62.6K +1,184 +6%
SA
1828
Skyline Advisors
Washington
$1.17M -$12.3K -233 -1%
ANBT
1829
American National Bank & Trust
Texas
$1.17M +$327K +6,191 +41%
BEAM
1830
Baker Ellis Asset Management
Washington
$1.16M +$18.9K +358 +2%
HWM
1831
Hohimer Wealth Management
Washington
$1.16M +$17.7K +335 +2%
JAFL
1832
Jay A. Fishman Ltd
Michigan
$1.16M – – –
PGWM
1833
Pitti Group Wealth Management
New York
$1.16M -$18.3K -347 -2%
LCM
1834
Leisure Capital Management
California
$1.16M – – –
PAP
1835
Persistent Asset Partners
Hong Kong
$1.16M +$632K +11,959 +132%
CSC
1836
Caldwell Sutter Capital
California
$1.16M -$5.5K -104 -0.5%
FFO
1837
Fortitude Family Office
Arizona
$1.15M +$5.76K +109 +0.5%
TF
1838
Tudor Financial
Ohio
$1.15M +$38.5K +728 +4%
SPF
1839
South Plains Financial
Texas
$1.15M – – –
BIA
1840
Bigelow Investment Advisors
Maine
$1.15M +$24.8K +469 +2%
WE
1841
Wealth Effects
Massachusetts
$1.15M -$155K -2,925 -12%
AWC
1842
Abundance Wealth Counselors
Pennsylvania
$1.15M -$66.8K -1,263 -6%
WA
1843
WESPAC Advisors
California
$1.15M +$187K +3,540 +20%
EFA
1844
Evernest Financial Advisors
Indiana
$1.14M +$20.4K +385 +2%
TC
1845
TFR Capital
Texas
$1.14M -$2.91K -55 -0.3%
GAM
1846
Gemmer Asset Management
California
$1.14M +$477K +9,022 +77%
Waldron Private Wealth
1847
Waldron Private Wealth
Pennsylvania
$1.13M +$344K +6,499 +46%
CCIA
1848
Cherry Creek Investment Advisors
Colorado
$1.13M -$4.92K -93 -0.4%
NWAG
1849
Net Worth Advisory Group
Utah
$1.13M +$614K +11,610 +129%
HAC
1850
Harbor Advisory Corp
New Hampshire
$1.13M – – –