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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
2376
Delta Investment Management
California
$595K +$8.19K +154 +1%
JLBC
2377
J.L. Bainbridge & Co
Florida
$592K -$25.3K -476 -4%
BOPW
2378
Brandywine Oak Private Wealth
Pennsylvania
$592K +$5K +94 +0.9%
AHL
2379
Abel Hall LLC
Louisiana
$592K +$39K +733 +8%
DT
2380
DV Trading
Illinois
$591K -$1.52M -28,569 -73%
MSWM
2381
Mowery & Schoenfeld Wealth Management
Illinois
$591K – – –
GIPW
2382
Granite Islands Private Wealth
Connecticut
$590K +$1.92K +36 +0.3%
BCM
2383
BTC Capital Management
Iowa
$589K -$10.6K -200 -2%
ABWM
2384
Alpine Bank Wealth Management
Colorado
$589K -$425 -8 -0.1%
RWS
2385
Resolute Wealth Strategies
Mississippi
$588K +$40.7K +766 +8%
BIS
2386
BG Investment Services
Guam
$587K -$37.9K -712 -6%
BFO
2387
Boston Family Office
Massachusetts
$587K – – –
ICP
2388
Impact Capital Partners
Colorado
$585K +$5.8K +109 +1%
MP
2389
McDonald Partners
Ohio
$585K -$3.99M -75,000 -88%
AFA
2390
Allium Financial Advisors
Oregon
$584K +$160 +3 +0%
MA
2391
MBA Advisors
Pennsylvania
$583K +$24.4K +458 +5%
DLCIG
2392
D.L. Carlson Investment Group
New Hampshire
$583K -$9.2K -173 -2%
CM
2393
Cornerstone Management
Georgia
$581K – – –
AW
2394
Alchemi Wealth
Connecticut
$580K -$5.11K -96 -0.9%
SCA
2395
Sage Capital Advisors
South Dakota
$579K +$3.08K +58 +0.6%
ISFAN
2396
Investor's Fiduciary Advisor Network
Washington
$578K -$136K -2,565 -20%
CAC
2397
Certified Advisory Corp
Florida
$578K +$1.06K +20 +0.2%
MWA
2398
Meridian Wealth Advisors
Texas
$577K +$121K +2,281 +29%
RB
2399
Richmond Brothers
Michigan
$576K +$538K +10,111 New
KNW
2400
Kesler Norman & Wride
Utah
$576K +$537K +10,104 New