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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HIMS
1901
Hager Investment Management Services
New Hampshire
$908K -$32.7K -670 -4%
OWM
1902
OneAscent Wealth Management
Alabama
$908K -$1.51K -31 -0.2%
GAM
1903
Grandview Asset Management
Pennsylvania
$908K +$22.5K +462 +3%
RZH
1904
Relyea Zuckerberg Hanson
Connecticut
$906K -$23.1K -474 -3%
AF
1905
Apexium Financial
Texas
$906K +$118K +2,426 +16%
WC
1906
Whitney & Co
New York
$905K – – –
PCM
1907
Pointe Capital Management
Michigan
$902K – – –
EA
1908
Everpar Advisors
Oklahoma
$902K +$13.9K +285 +2%
LWA
1909
Ledgewood Wealth Advisors
New Hampshire
$898K – – –
JAG
1910
Journey Advisory Group
Kentucky
$894K – – –
WA
1911
WESPAC Advisors
California
$894K -$73.5K -1,506 -8%
SIM
1912
Sentry Investment Management
Wisconsin
$893K -$158K -3,235 -15%
Chicago Capital
1913
Chicago Capital
Illinois
$890K -$154K -3,150 -15%
WCA
1914
Westover Capital Advisors
Delaware
$890K -$6.34K -130 -0.7%
BSI
1915
Bennett Selby Investments
Maine
$890K -$17.6K -360 -2%
CIR
1916
Clear Investment Research
Georgia
$888K +$49 +1 +0%
FWM
1917
Finer Wealth Management
Massachusetts
$888K -$102K -2,099 -11%
CC
1918
Carlson Capital
Texas
$887K +$839K +17,200 New
HWA
1919
HHM Wealth Advisors
Tennessee
$884K +$11.5K +236 +1%
OL
1920
Optas LLC
Texas
$880K +$158K +3,246 +23%
LIM
1921
Lathrop Investment Management
Arkansas
$880K -$60K -1,229 -7%
EW
1922
Elyxium Wealth
California
$879K +$6.68K +137 +0.8%
WFAG
1923
Worth Financial Advisory Group
North Carolina
$877K -$38K -778 -4%
MAC
1924
Mason & Associates (California)
California
$877K +$829K +16,990 New
BBA
1925
BLB&B Advisors
Pennsylvania
$875K -$14.1K -288 -2%