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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
2051
Annapolis Financial Services
Maryland
$516K +$40.1K +888 +8%
LF
2052
Lantz Financial
Illinois
$515K
MIM
2053
Meridiem Investment Management
United Kingdom
$515K +$564K +12,500 New
JWA
2054
JFS Wealth Advisors
Pennsylvania
$514K +$115K +2,547 +26%
CG
2055
Clarus Group
Texas
$513K +$13.7K +304 +3%
RFA
2056
RTD Financial Advisors
Pennsylvania
$513K +$34.2K +757 +6%
LCM
2057
Lattice Capital Management
Washington
$513K +$2.93K +65 +0.5%
GAM
2058
Gemmer Asset Management
California
$512K -$2.71K -60 -0.5%
NFG
2059
Nadler Financial Group
Illinois
$511K -$47.1K -1,045 -8%
CCM
2060
Condor Capital Management
New Jersey
$510K +$226 +5 +0%
FAM
2061
Flaharty Asset Management
Florida
$509K +$2.93K +65 +0.5%
RCWM
2062
Royal Capital Wealth Management
Indiana
$508K +$316 +7 +0.1%
SFO
2063
Stokes Family Office
Louisiana
$508K +$23.6K +522 +4%
Hotchkis & Wiley Capital Management
2064
Hotchkis & Wiley Capital Management
California
$507K -$82.9M -1,838,267 -99%
BMC
2065
Benin Management Corp
Connecticut
$507K
TCMP
2066
Thrive Capital Management (Pennsylvania)
Pennsylvania
$507K +$20.8K +461 +4%
CC
2067
Chicago Capital
Illinois
$506K -$33.8K -750 -6%
AWM
2068
Aberdeen Wealth Management
Illinois
$505K
HCA
2069
Heck Capital Advisors
Wisconsin
$504K +$229K +5,078 +71%
CI
2070
CX Institutional
Indiana
$504K -$4.29K -95 -0.8%
RWP
2071
Ridgecrest Wealth Partners
California
$504K
GCAC
2072
Guardian Capital Advisors (Canada)
Ontario, Canada
$504K +$22.2K +492 +4%
BIA
2073
Bigelow Investment Advisors
Maine
$504K +$72.5K +1,607 +15%
PWMG
2074
Pinnacle Wealth Management Group
Michigan
$498K +$58.7K +1,300 +12%
BHA
2075
Beech Hill Advisors
New York
$497K