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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2051
Dogwood Wealth Management
Kansas
$655K +$130K +2,953 +25%
SFWA
2052
Summit Financial Wealth Advisors
Louisiana
$655K -$177K -4,020 -22%
IF
2053
Integrity Financial
Wyoming
$654K +$44 +1 +0%
SMA
2054
Seven Mile Advisory
New Jersey
$651K +$92.6K +2,104 +17%
Savvy Advisors Inc
2055
Savvy Advisors Inc
New York
$650K +$103K +2,340 +19%
CRWM
2056
Castle Rock Wealth Management
California
$649K +$1.45K +33 +0.2%
CPWA
2057
Cerro Pacific Wealth Advisors
California
$649K +$33.1K +753 +5%
WCM
2058
Warburton Capital Management
Oklahoma
$648K +$649K +14,754 New
ISFAN
2059
Investor's Fiduciary Advisor Network
Washington
$647K +$649K +14,744 New
TCM
2060
Towercrest Capital Management
Pennsylvania
$647K – – –
LF
2061
Lantz Financial
Illinois
$644K +$11.7K +266 +2%
DW30
2062
Drucker Wealth 3.0
New Jersey
$644K -$36.6K -833 -5%
RC
2063
Rahlfs Capital
Texas
$644K +$645K +14,650 New
VCM
2064
Virtue Capital Management
Tennessee
$642K -$38.8K -882 -6%
FHC
2065
First Heartland Consultants
Missouri
$641K -$13.8K -314 -2%
KFP
2066
KMG Fiduciary Partners
Ohio
$641K -$4K -91 -0.6%
G
2067
GenTrust
Florida
$640K +$63.6K +1,445 +11%
S
2068
Sunpointe
Missouri
$639K +$108K +2,453 +20%
OL
2069
Optas LLC
Texas
$639K +$35.5K +807 +6%
BWA
2070
Brave Warrior Advisors
New York
$639K -$352K -8,000 -36%
LGW
2071
Leslie Global Wealth
Illinois
$638K +$7.43K +169 +1%
ALC
2072
Alexander Labrunerie & Co
Missouri
$638K -$2.29K -52 -0.4%
BEAM
2073
Baker Ellis Asset Management
Washington
$637K +$48.4K +1,100 +8%
FMN
2074
Financial Management Network
California
$637K +$1.32K +30 +0.2%
SW
2075
SlateStone Wealth
Florida
$637K +$47.3K +1,075 +8%