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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
2151
Tyche Wealth Partners
Texas
$656K +$5.78K +112 +0.8%
KWM
2152
Keebeck Wealth Management
Illinois
$655K -$21.7K -420 -3%
OWA
2153
Opal Wealth Advisors
New York
$652K -$2.27K -44 -0.3%
CIA
2154
Cladis Investment Advisory
Montana
$652K +$52 +1 +0%
PB
2155
Prosperity Bancshares
Texas
$652K +$58.9K +1,141 +9%
RFW
2156
Rainier Family Wealth
Washington
$652K +$278K +5,388 +67%
GC
2157
Garde Capital
Washington
$652K
CH
2158
Cromwell Holdings
Wyoming
$651K +$32.4K +628 +5%
BT
2159
Brandywine Trust
Delaware
$650K
AWAP
2160
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$649K -$53.5K -1,036 -7%
Aristotle Capital Management
2161
Aristotle Capital Management
California
$648K
JRPIM
2162
Journey Retirement Planning & Investment Management
Idaho
$647K -$1.43M -27,715 -68%
PCM
2163
Palisade Capital Management
New Jersey
$646K +$291K +5,635 +74%
FFA
2164
Fi3 Financial Advisors
Indiana
$646K -$17.6K -341 -3%
BFA
2165
Benedict Financial Advisors
Georgia
$646K -$136K -2,644 -17%
FVWA
2166
Foster Victor Wealth Advisors
South Carolina
$644K +$27.6K +534 +5%
MFG
2167
Menard Financial Group
Texas
$644K +$155 +3 +0%
SSW
2168
Stone Summit Wealth
Florida
$644K -$54.2K -1,050 -7%
CG
2169
CFO4Life Group
Texas
$643K -$96.1K -1,863 -12%
Fiera Capital (Canada)
2170
Fiera Capital (Canada)
Quebec, Canada
$643K -$8.46K -164 -1%
PAM
2171
PCG Asset Management
New Jersey
$642K +$2.06K +40 +0.3%
MEG
2172
Millstone Evans Group
Colorado
$641K -$9.55K -185 -1%
WRPWM
2173
Werba Rubin Papier Wealth Management
California
$640K +$677K +13,125 New
XWL
2174
XXI Wealth LLC
Illinois
$639K +$211K +4,098 +45%
HL
2175
HeadInvest LLC
Maine
$638K +$7.74K +150 +1%