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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AI
2401
AdvisorShares Investments
Maryland
$482K +$456K +9,350 New
Fiera Capital (Canada)
2402
Fiera Capital (Canada)
Quebec, Canada
$482K +$49 +1 +0%
LCWP
2403
Legacy Capital Wealth Partners
Arkansas
$481K +$7.37K +151 +2%
RFO
2404
RiverGlades Family Offices
Florida
$480K – – –
LCC
2405
Lincoln Capital Corp
Rhode Island
$480K +$1.61K +33 +0.4%
FCM
2406
Fogel Capital Management
Florida
$478K -$46.9K -961 -9%
BSG
2407
Black Swift Group
Colorado
$477K – – –
BWM
2408
Bullock Wealth Management
Indiana
$476K +$1.71K +35 +0.4%
CWA
2409
Consilio Wealth Advisors
Washington
$475K +$26.3K +540 +6%
CAG
2410
Centerpoint Advisory Group
Kansas
$475K – – –
AIM
2411
Alhambra Investment Management
Florida
$475K -$3.56K -73 -0.8%
FM
2412
Family Management
New York
$474K +$140K +2,869 +45%
CFO
2413
CVA Family Office
Colorado
$474K +$23.4K +480 +6%
BNP Paribas
2414
BNP Paribas
France
$472K +$348K +7,140 +366%
BTWM
2415
Brass Tax Wealth Management
Ohio
$472K +$11.8K +242 +3%
TWM
2416
TCFG Wealth Management
California
$471K – – –
SPI
2417
Sutton Place Investors
New York
$471K +$7.37K +151 +2%
CT
2418
Clearstead Trust
Maine
$471K -$73.6K -1,508 -14%
BC
2419
Brio Consultants
California
$470K +$18.9K +387 +4%
PFWA
2420
Paces Ferry Wealth Advisors
Georgia
$470K -$8.15K -167 -2%
CHA
2421
Cooper/Haims Advisors
New York
$470K +$146 +3 +0%
GFG
2422
Greystone Financial Group
Michigan
$469K – – –
VC
2423
Vicus Capital
Pennsylvania
$469K +$19K +390 +4%
PAP
2424
Persistent Asset Partners
Hong Kong
$469K -$473K -9,687 -52%
QIM
2425
Quantitative Investment Management
Virginia
$469K -$1.23M -25,255 -74%