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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
GP
2351
Greenline Partners
New York
$609K – – –
LHP
2352
Lexington Hill Partners
Texas
$608K +$208K +3,920 +58%
HCC
2353
Hirtle Callaghan & Co
Pennsylvania
$607K +$178K +3,355 +46%
TWM
2354
Triton Wealth Management
Arizona
$607K +$31.9K +600 +6%
FFG
2355
Forum Finance Group
$606K – – –
AT
2356
Avalon Trust
New Mexico
$604K -$31.9K -600 -5%
FA
2357
Fermata Advisors
California
$604K +$59.5K +1,118 +12%
IFU
2358
iSAM Funds (UK)
United Kingdom
$604K -$2.57M -48,326 -82%
RPGNY
2359
Retirement Planning Group (New York)
New York
$603K -$6.97K -131 -1%
TIA
2360
TCFG Investment Advisors
California
$603K -$14.3K -268 -2%
FFC
2361
First Financial Corp
Indiana
$603K – – –
TIAA Trust, National Association
2362
TIAA Trust, National Association
North Carolina
$602K -$202K -3,801 -26%
MWM
2363
Mindset Wealth Management
Indiana
$602K -$9.25K -174 -2%
SWP
2364
Semus Wealth Partners
Florida
$602K -$54.8K -1,030 -9%
LNB
2365
Ledyard National Bank
$601K +$7.02K +132 +1%
CFA
2366
Cahill Financial Advisors
Minnesota
$600K +$160 +3 +0%
CA
2367
COFG Advisors
Illinois
$600K -$23.6K -443 -4%
AIS
2368
Advocate Investing Services
Maryland
$599K – – –
PA
2369
Promethium Advisors
Maryland
$598K +$26.6K +500 +5%
MA
2370
MKT Advisors
California
$598K +$4.68K +88 +0.9%
SFG
2371
Strive Financial Group
Indiana
$597K +$343K +6,446 +160%
VCM
2372
Vines Capital Management
Louisiana
$597K -$2.13K -40 -0.4%
PFT
2373
Providence First Trust
Arizona
$596K +$35.2K +662 +7%
KFA
2374
Kapstone Financial Advisors
Ohio
$596K -$14.4K -270 -3%
RE
2375
Rydar Equities
Texas
$595K +$61.2K +1,150 +13%