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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1926
LBMC Investment Advisors
Tennessee
$826K +$2.23K +53 +0.3%
SC
1927
Stance Capital
Massachusetts
$825K +$734K +17,439 New
LWA
1928
Ledgewood Wealth Advisors
New Hampshire
$824K +$421 +10 +0.1%
WCA
1929
Westover Capital Advisors
Delaware
$823K -$5.89K -140 -0.8%
AI
1930
Atom Investors
Texas
$822K -$107K -2,539 -13%
AA
1931
Addison Advisors
Vermont
$821K +$20.8K +494 +3%
AWA
1932
AGH Wealth Advisors
Kansas
$820K +$179K +4,251 +32%
JAG
1933
Journey Advisory Group
Kentucky
$820K +$1.51K +36 +0.2%
FWP
1934
Firethorn Wealth Partners
Georgia
$818K +$17.9K +425 +3%
VCAM
1935
Van Cleef Asset Management
Ohio
$816K -$64.5K -1,533 -8%
BBA
1936
BLB&B Advisors
Pennsylvania
$816K -$239K -5,690 -25%
DDC
1937
DF Dent & Co
Maryland
$815K +$3.11K +74 +0.4%
CIR
1938
Clear Investment Research
Georgia
$815K -$9.63K -229 -1%
EA
1939
Everpar Advisors
Oklahoma
$814K +$66.6K +1,584 +10%
AGP
1940
Autumn Glory Partners
Texas
$812K
GAM
1941
Grandview Asset Management
Pennsylvania
$811K +$2.78K +66 +0.4%
SPC
1942
Spirepoint Private Client
Florida
$809K +$18.4K +437 +3%
CPRC
1943
Consolidated Portfolio Review Corp
New York
$802K +$174K +4,126 +32%
HNWAG
1944
High Net Worth Advisory Group
Florida
$800K +$27.3K +650 +4%
SSG
1945
Summit Securities Group
New York
$800K +$707K +16,812 +16,812%
EW
1946
Elyxium Wealth
California
$800K +$59.6K +1,416 +9%
HWA
1947
HHM Wealth Advisors
Tennessee
$800K -$34.2K -813 -5%
DDPIC
1948
Deroy & Devereaux Private Investment Counsel
Michigan
$799K
CT
1949
ClearAlpha Technologies
Connecticut
$796K +$708K +16,822 New
OWA
1950
One Wealth Advisors
California
$796K +$1.85K +44 +0.3%