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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WSA
2176
Warm Springs Advisors
California
$749K -$86.7K -1,640 -11%
FFA
2177
Fi3 Financial Advisors
Indiana
$748K +$187K +3,536 +35%
PWM
2178
Parkshore Wealth Management
California
$747K +$3.49K +66 +0.5%
TWA
2179
TCI Wealth Advisors
Arizona
$746K +$143K +2,701 +25%
ESC
2180
Eurizon SLJ Capital
$743K +$714K +13,514 New
BP
2181
BNP Paribas
France
$742K +$232K +4,395 +48%
CWMK
2182
Caliber Wealth Management (Kansas)
Kansas
$740K -$76K -1,438 -10%
MSA
2183
Marino Stram & Associates
Massachusetts
$739K -$56K -1,059 -7%
OWA
2184
Opal Wealth Advisors
New York
$739K -$39.1K -739 -5%
IVP
2185
Intrinsic Value Partners
Arizona
$738K -$11.1K -210 -2%
CIA
2186
Cape Investment Advisory
Georgia
$738K +$372K +7,044 +111%
GP
2187
Greenline Partners
New York
$736K +$143K +2,700 +25%
CIA
2188
Cladis Investment Advisory
Montana
$736K -$10.5K -199 -1%
PAM
2189
PCG Asset Management
New Jersey
$735K -$42.6K -805 -6%
GC
2190
Garde Capital
Washington
$735K -$8.99K -170 -1%
SSC
2191
Syverson Strege & Co
Iowa
$734K -$33K -624 -4%
TWP
2192
Tyche Wealth Partners
Texas
$734K -$740 -14 -0.1%
VAG
2193
VisionPoint Advisory Group
Texas
$734K +$127K +2,407 +22%
PWMA
2194
Pension & Wealth Management Advisors
Massachusetts
$734K +$706K +13,350 New
Fiera Capital (Canada)
2195
Fiera Capital (Canada)
Quebec, Canada
$734K +$211K +4,001 +43%
SPA
2196
Sherbrooke Park Advisers
New York
$734K +$109K +2,054 +18%
MEG
2197
Millstone Evans Group
Colorado
$734K +$54.2K +1,025 +8%
TC
2198
Trilogy Capital
California
$733K +$30.3K +574 +4%
BT
2199
Brandywine Trust
Delaware
$733K
CWA
2200
Canvas Wealth Advisors
Kansas
$732K -$28.8K -544 -4%