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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
2051
Brave Warrior Advisors
New York
$606K – – –
KFP
2052
KMG Fiduciary Partners
Ohio
$606K -$2.5K -56 -0.4%
CCA
2053
Coign Capital Advisors
Utah
$606K +$7.04K +158 +1%
AP
2054
Atwood & Palmer
Missouri
$605K +$154K +3,457 +31%
RWPA
2055
Richard W. Paul & Associates
Michigan
$602K +$223 +5 +0%
LGW
2056
Leslie Global Wealth
Illinois
$602K -$4.72K -106 -0.7%
Curi RMB Capital
2057
Curi RMB Capital
Illinois
$602K -$736K -16,506 -53%
Winton Group
2058
Winton Group
United Kingdom
$601K -$2.77M -62,184 -81%
MCA
2059
Magnolia Capital Advisors
Mississippi
$600K -$1.47K -33 -0.2%
NFA
2060
Northern Financial Advisors
Michigan
$600K +$11.2K +252 +2%
TC
2061
TAGStone Capital
North Carolina
$600K -$241K -5,419 -27%
KOC
2062
Koss-Olinger Consulting
Florida
$599K +$43.7K +980 +7%
EC
2063
EntryPoint Capital
New York
$599K +$640K +14,352 New
PBF
2064
Petix & Botte Financial
California
$598K – – –
HC
2065
Hara Capital
Washington
$598K -$94.7K -2,125 -13%
BFG
2066
Berger Financial Group
Minnesota
$597K +$29.8K +669 +5%
MAG
2067
M3 Advisory Group
Massachusetts
$596K +$21.6K +485 +4%
Gerber Kawasaki Wealth & Investment Management
2068
Gerber Kawasaki Wealth & Investment Management
California
$596K +$25.2K +565 +4%
SW
2069
SlateStone Wealth
Florida
$595K -$10.6K -238 -2%
ST
2070
Spinnaker Trust
Maine
$593K -$37.9K -850 -6%
SAM
2071
Strive Asset Management
Ohio
$592K -$277K -6,218 -30%
SGI
2072
Summit Global Investments
Utah
$590K -$3.72M -83,408 -85%
RWP
2073
Revolve Wealth Partners
New Jersey
$590K +$10.7K +240 +2%
FA
2074
Fountainhead AM
New Jersey
$589K +$110K +2,475 +21%
WAG
2075
Wallace Advisory Group
California
$589K -$9.45K -212 -2%