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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1951
Tyche Wealth Partners
Texas
$615K -$62.7K -1,635 -10%
GFP
1952
Gryphon Financial Partners
Ohio
$614K +$141K +3,668 +31%
FVWA
1953
Foster Victor Wealth Advisors
South Carolina
$614K -$48.2K -1,257 -8%
HNB
1954
Hilltop National Bank
Wyoming
$614K +$1.53K +40 +0.3%
Qube Research & Technologies (QRT)
1955
Qube Research & Technologies (QRT)
United Kingdom
$613K -$4.85M -126,626 -89%
TPWA
1956
TRUE Private Wealth Advisors
Oregon
$613K -$13K -339 -2%
BIA
1957
Barry Investment Advisors
Massachusetts
$611K -$13.2K -344 -2%
KIG
1958
Kowal Investment Group
Wisconsin
$610K +$29.4K +766 +5%
CG
1959
CFO4Life Group
Texas
$610K +$48.5K +1,266 +9%
BMMM
1960
Boston Mountain Money Management
Arkansas
$609K -$2.95K -77 -0.5%
FM
1961
Foster & Motley
Ohio
$609K +$1.73K +45 +0.3%
AWP
1962
Ascent Wealth Partners
New York
$607K -$47.5K -1,239 -8%
MW
1963
Maia Wealth
Colorado
$606K +$555K +14,470 New
EWA
1964
Encompass Wealth Advisors
Oregon
$605K +$38 +1 +0%
SGI
1965
Summit Global Investments
Utah
$604K -$178K -4,652 -23%
ABLA
1966
Alan B. Lancz & Associates
Ohio
$604K +$582K +15,178 New
GFA
1967
Gifford Fong Associates
California
$602K
WA
1968
Wambolt & Associates
Colorado
$601K -$49.1K -1,282 -8%
TPW
1969
Transatlantique Private Wealth
New York
$598K -$6.82K -178 -1%
SIC
1970
Shoker Investment Counsel
Ohio
$598K -$29.8K -777 -5%
ST
1971
Spinnaker Trust
Maine
$597K -$1.96K -51 -0.3%
AFG
1972
Altiora Financial Group
Ohio
$597K
BCM
1973
Brasada Capital Management
Texas
$597K -$287K -7,500 -33%
GP
1974
Girard Partners
Pennsylvania
$596K -$178K -4,644 -24%
FTC
1975
Farmers Trust Company
Ohio
$595K -$53.9K -1,406 -9%