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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
2126
WealthPlan Investment Management
Nebraska
$632K +$59.5K +1,414 +12%
FWI
2127
Facet Wealth Inc
Maryland
$632K +$142K +3,366 +34%
SMC
2128
Smith, Moore & Co
Missouri
$631K +$54.4K +1,293 +11%
QFW
2129
QTR Family Wealth
Florida
$631K +$122K +2,910 +28%
TGAM
2130
TBH Global Asset Management
Tennessee
$631K -$124K -2,936 -21%
BT
2131
Brandywine Trust
Delaware
$631K
MHIC
2132
Marble Harbor Investment Counsel
Massachusetts
$629K
Aristotle Capital Management
2133
Aristotle Capital Management
California
$629K
CAM
2134
Clark Asset Management
New Hampshire
$627K +$309K +7,335 +124%
SSWM
2135
Sheets Smith Wealth Management
North Carolina
$625K -$4.46K -106 -0.8%
JFGIW
2136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$624K -$412K -9,796 -43%
LWL
2137
Leo Wealth LLC
Texas
$624K +$239K +5,669 +75%
VW
2138
Vance Wealth
California
$624K -$16.2K -386 -3%
CWA
2139
Clearview Wealth Advisors
Oregon
$623K -$2.48K -59 -0.4%
DA
2140
Doliver Advisors
Texas
$622K +$553K +13,151 New
NCTC
2141
New Covenant Trust Company
Indiana
$622K +$1.85K +44 +0.3%
TCMP
2142
Thrive Capital Management (Pennsylvania)
Pennsylvania
$622K +$45.6K +1,084 +9%
FNBOH
2143
First National Bank of Hutchinson
Kansas
$621K
DW30
2144
Drucker Wealth 3.0
New Jersey
$620K -$34.7K -824 -6%
LFP
2145
Lakeshore Financial Planning
Michigan
$620K -$16.5K -392 -3%
MLA
2146
My Legacy Advisors
Oregon
$619K +$49.6K +1,180 +10%
HA
2147
Hanover Advisors
South Carolina
$619K -$17.2K -409 -3%
CPBTD
2148
Central Pacific Bank - Trust Division
Hawaii
$619K -$20.7K -493 -4%
SIMG
2149
Sonora Investment Management Group
Arizona
$619K +$211K +5,021 +62%
CIA
2150
Cape Investment Advisory
Georgia
$617K +$19.8K +471 +4%