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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
2276
Sage Capital Advisors
South Dakota
$498K +$219K +4,989 +79%
TFG
2277
Tilson Financial Group
New Jersey
$498K -$1.19K -27 -0.2%
KFSC
2278
Keystone Financial Services (Colorado)
Colorado
$498K +$15.7K +356 +3%
OAM
2279
Oak Asset Management
California
$497K -$1.45K -33 -0.3%
RP
2280
Rice Partnership
Hawaii
$497K -$33.1K -752 -6%
RFO
2281
RiverGlades Family Offices
Florida
$497K – – –
FDS
2282
Freedom Day Solutions
Texas
$496K – – –
NRI
2283
NFP Retirement Inc
California
$496K +$1.06K +24 +0.2%
TF
2284
Trek Financial
Arizona
$495K +$8.4K +191 +2%
PG
2285
Patten Group
Tennessee
$495K -$92.3K -2,099 -16%
BWM
2286
Bulltick Wealth Management
Florida
$494K +$495K +11,250 New
KWM
2287
Keebeck Wealth Management
Illinois
$493K +$26.6K +604 +6%
VFP
2288
Verus Financial Partners
Virginia
$493K -$220 -5 -0%
SI
2289
Seeds Investor
New York
$493K +$78.4K +1,781 +19%
Cohen & Steers
2290
Cohen & Steers
New York
$492K +$24.9K +565 +5%
JFGIW
2291
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$491K -$1.28M -28,994 -73%
AWA
2292
Amplius Wealth Advisors
Pennsylvania
$491K +$17.4K +395 +4%
AC
2293
Addison Capital
Pennsylvania
$490K -$17.4K -396 -3%
BWG
2294
Beta Wealth Group
California
$488K +$43.8K +996 +10%
MC
2295
Middleton & Co
Massachusetts
$488K -$34.4K -782 -7%
SBF
2296
Sara-Bay Financial
Florida
$487K – – –
VCM
2297
Vivaldi Capital Management
Illinois
$487K +$207K +4,711 +84%
PWP
2298
Private Wealth Partners
California
$487K -$303K -6,892 -38%
AP
2299
Atwood & Palmer
Missouri
$486K -$44K -1,000 -8%
MA
2300
Mezzasalma Advisors
New Jersey
$485K +$93.3K +2,121 +24%