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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WDG
2201
Wealth Dimensions Group
Ohio
$622K +$19K +369 +3%
SAM
2202
S.A. Mason
Michigan
$621K -$52 -1 -0%
TCI Wealth Advisors
2203
TCI Wealth Advisors
Arizona
$621K -$42.5K -824 -6%
ISFAN
2204
Investor's Fiduciary Advisor Network
Washington
$619K +$24K +465 +4%
CSA
2205
Cottage Street Advisors
Massachusetts
$619K -$310K -5,998 -32%
Wedge Capital Management
2206
Wedge Capital Management
North Carolina
$618K +$75.4K +1,461 +13%
FGWP
2207
Founders Grove Wealth Partners
Virginia
$617K -$101K -1,948 -13%
BWM
2208
Baron Wealth Management
Michigan
$616K +$12.9K +250 +2%
TWA
2209
Tandem Wealth Advisors
Arizona
$616K +$65.4K +1,268 +11%
Harvest Fund Management
2210
Harvest Fund Management
China
$615K -$533K -10,322 -45%
LAM
2211
Lewis Asset Management
California
$614K +$1.24K +24 +0.2%
Boothbay Fund Management
2212
Boothbay Fund Management
New York
$614K -$8.5M -164,808 -93%
IRC
2213
Investors Research Corp
Georgia
$613K -$26.4K -511 -4%
TA
2214
TrueWealth Advisors
Alabama
$613K +$131K +2,542 +25%
CWA
2215
CM Wealth Advisors
Ohio
$612K – – –
FCM
2216
Fire Capital Management
California
$611K +$72.4K +1,404 +13%
Signature Estate & Investment Advisors
2217
Signature Estate & Investment Advisors
California
$609K -$39.1K -758 -6%
AWM
2218
Activest Wealth Management
Florida
$609K +$353K +6,848 +121%
Ellevest Inc
2219
Ellevest Inc
New York
$609K +$327K +6,337 +103%
Brookwood Investment Group
2220
Brookwood Investment Group
Arizona
$608K +$14.2K +276 +2%
PTFIS
2221
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$608K +$643K +12,469 New
MHC
2222
May Hill Capital
Massachusetts
$607K +$23.5K +455 +4%
RA
2223
Rise Advisors
New York
$607K -$5.99K -116 -0.9%
Front Street Capital Management
2224
Front Street Capital Management
Montana
$606K -$22.7K -440 -3%
Sheets Smith Wealth Management
2225
Sheets Smith Wealth Management
North Carolina
$605K -$891K -17,265 -58%