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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RG
2451
Retirement Group
California
$118K -$2.31K -78 -2%
NF
2452
Norwood Financial
Pennsylvania
$117K -$3.7K -125 -3%
BBPWM
2453
Blue Bell Private Wealth Management
Pennsylvania
$115K -$5.5K -186 -4%
C
2454
Covestor
United Kingdom
$114K +$12.7K +428 +12%
SIC
2455
SJS Investment Consulting
Ohio
$113K +$1.89K +64 +2%
AWM
2456
Atticus Wealth Management
Florida
$110K
CAC
2457
Core Alternative Capital
Georgia
$110K -$28.8K -974 -19%
VAG
2458
VisionPoint Advisory Group
Texas
$110K +$33.9K +1,147 +40%
Legacy Financial Group (Iowa)
2459
Legacy Financial Group (Iowa)
Iowa
$102K +$110K +3,728 New
BWL
2460
Bogart Wealth LLC
Virginia
$102K -$111K -3,753 -50%
JWM
2461
Janiczek Wealth Management
Colorado
$101K +$57.2K +1,934 +111%
EP
2462
Elkhorn Partners
Nebraska
$99K
WOC
2463
West Oak Capital
California
$95K
MLA
2464
MB, Levis & Associates
Pennsylvania
$93.2K +$680 +23 +0.7%
CWM
2465
CarsonAllaria Wealth Management
Illinois
$93.2K +$29.6K +1,000 +42%
MIM
2466
Manitou Investment Management
Ontario, Canada
$92.4K
FSWA
2467
Financial Synergies Wealth Advisors
Texas
$88.4K +$73.9K +2,499 +342%
NECFA
2468
New England Capital Financial Advisors
Connecticut
$88.2K +$769 +26 +0.8%
CH
2469
Canton Hathaway
Rhode Island
$88K -$207K -7,000 -69%
M
2470
MOTCO
Texas
$87.8K -$5.86K -198 -6%
RDIA
2471
RE Dickinson Investment Advisors
Iowa
$86K +$8.88K +300 +11%
MFT
2472
Moisand Fitzgerald Tamayo
Florida
$85.6K +$38.9K +1,316 +73%
ACM
2473
Adalta Capital Management
New York
$85K
FCG
2474
Financial Connections Group
California
$85K
TWP
2475
TFO Wealth Partners
Ohio
$84.5K +$45.1K +1,525 +107%