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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
GP
2051
Greenline Partners
New York
$354K
RA
2052
Rise Advisors
New York
$354K +$2.71K +81 +0.7%
MFC
2053
Mechanics Financial Corp
Ohio
$354K +$5.75K +172 +1%
FUBT
2054
First United Bank & Trust
Maryland
$352K +$13.4K +400 +4%
IWA
2055
Intercontinental Wealth Advisors
Texas
$351K +$23.8K +711 +7%
BLC
2056
Brown, Lisle/Cummings
Rhode Island
$350K +$134 +4 +0%
Tudor Investment Corp
2057
Tudor Investment Corp
Connecticut
$349K -$6.81M -203,820 -95%
HC
2058
Hoese & Co
Minnesota
$349K
AF
2059
Apexium Financial
Texas
$348K +$385K +11,517 New
DAM
2060
Deltec Asset Management
New York
$347K -$50.1K -1,500 -12%
FPCP
2061
Fort Point Capital Partners
California
$347K +$12.5K +375 +3%
CS
2062
Capital Square
Tennessee
$346K -$76.7K -2,295 -17%
CFA
2063
Cahill Financial Advisors
Minnesota
$346K -$368 -11 -0.1%
RCG
2064
Regatta Capital Group
California
$346K +$124K +3,696 +50%
RA
2065
Riversedge Advisors
Delaware
$345K -$323K -9,669 -46%
OIS
2066
Okabena Investment Services
Minnesota
$344K +$203K +6,081 +114%
WP
2067
WMS Partners
Maryland
$343K -$49.7K -1,486 -12%
MHR
2068
Matthew Hamilton Rosenberg
$343K +$234 +7 +0.1%
PP
2069
PDS Planning
Ohio
$340K -$47.1K -1,410 -11%
G
2070
GenTrust
Florida
$340K +$145K +4,350 +63%
VNA
2071
Valley National Advisers
Pennsylvania
$339K -$52.4K -1,567 -14%
BPFA
2072
Barnes Pettey Financial Advisors
Mississippi
$339K -$36.8K -1,100 -9%
SSW
2073
Stone Summit Wealth
Florida
$339K
LC
2074
LCNB Corp
Ohio
$339K +$12.5K +375 +3%
BO
2075
BRR OpCo
Ohio
$339K +$14.6K +437 +4%