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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
2401
Fiera Capital (Canada)
Quebec, Canada
$482K +$49 +1 +0%
LCWP
2402
Legacy Capital Wealth Partners
Arkansas
$481K +$7.37K +151 +2%
RFO
2403
RiverGlades Family Offices
Florida
$480K
LCC
2404
Lincoln Capital Corp
Rhode Island
$480K +$1.61K +33 +0.4%
FCM
2405
Fogel Capital Management
Florida
$478K -$46.9K -961 -9%
BSG
2406
Black Swift Group
Colorado
$477K
CWA
2407
Consilio Wealth Advisors
Washington
$475K +$26.3K +540 +6%
CAG
2408
Centerpoint Advisory Group
Kansas
$475K
AIM
2409
Alhambra Investment Management
Florida
$475K -$3.56K -73 -0.8%
FM
2410
Family Management
New York
$474K +$140K +2,869 +45%
CFO
2411
CVA Family Office
Colorado
$474K +$23.4K +480 +6%
BP
2412
BNP Paribas
France
$472K +$348K +7,140 +366%
BTWM
2413
Brass Tax Wealth Management
Ohio
$472K +$11.8K +242 +3%
TWM
2414
TCFG Wealth Management
California
$471K
SPI
2415
Sutton Place Investors
New York
$471K +$7.37K +151 +2%
CT
2416
Clearstead Trust
Maine
$471K -$73.6K -1,508 -14%
BC
2417
Brio Consultants
California
$470K +$18.9K +387 +4%
PFWA
2418
Paces Ferry Wealth Advisors
Georgia
$470K -$8.15K -167 -2%
CHA
2419
Cooper/Haims Advisors
New York
$470K +$146 +3 +0%
GFG
2420
Greystone Financial Group
Michigan
$469K
VC
2421
Vicus Capital
Pennsylvania
$469K +$19K +390 +4%
PAP
2422
Persistent Asset Partners
Hong Kong
$469K -$473K -9,687 -52%
QIM
2423
Quantitative Investment Management
Virginia
$469K -$1.23M -25,255 -74%
CCA
2424
Carrera Capital Advisors
Michigan
$469K +$15.4K +315 +4%
HCA
2425
Hyperion Capital Advisors
New York
$468K