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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
2451
RFP Financial Group
Georgia
$119K -$740 -25 -0.6%
RG
2452
Retirement Group
California
$118K -$2.31K -78 -2%
NF
2453
Norwood Financial
Pennsylvania
$117K -$3.7K -125 -3%
BBPWM
2454
Blue Bell Private Wealth Management
Pennsylvania
$115K -$5.5K -186 -4%
C
2455
Covestor
United Kingdom
$114K +$12.7K +428 +12%
SIC
2456
SJS Investment Consulting
Ohio
$113K +$1.89K +64 +2%
AWM
2457
Atticus Wealth Management
Florida
$110K – – –
CAC
2458
Core Alternative Capital
Georgia
$110K -$28.8K -974 -19%
VAG
2459
VisionPoint Advisory Group
Texas
$110K +$33.9K +1,147 +40%
Legacy Financial Group (Iowa)
2460
Legacy Financial Group (Iowa)
Iowa
$102K +$110K +3,728 New
BWL
2461
Bogart Wealth LLC
Virginia
$102K -$111K -3,753 -50%
JWM
2462
Janiczek Wealth Management
Colorado
$101K +$57.2K +1,934 +111%
EP
2463
Elkhorn Partners
Nebraska
$99K – – –
WOC
2464
West Oak Capital
California
$95K – – –
MLA
2465
MB, Levis & Associates
Pennsylvania
$93.2K +$680 +23 +0.7%
CWM
2466
CarsonAllaria Wealth Management
Illinois
$93.2K +$29.6K +1,000 +42%
MIM
2467
Manitou Investment Management
Ontario, Canada
$92.4K – – –
FSWA
2468
Financial Synergies Wealth Advisors
Texas
$88.4K +$73.9K +2,499 +342%
NECFA
2469
New England Capital Financial Advisors
Connecticut
$88.2K +$769 +26 +0.8%
CH
2470
Canton Hathaway
Rhode Island
$88K -$207K -7,000 -69%
M
2471
MOTCO
Texas
$87.8K -$5.86K -198 -6%
RDIA
2472
RE Dickinson Investment Advisors
Iowa
$86K +$8.88K +300 +11%
MFT
2473
Moisand Fitzgerald Tamayo
Florida
$85.6K +$38.9K +1,316 +73%
ACM
2474
Adalta Capital Management
New York
$85K – – –
FCG
2475
Financial Connections Group
California
$85K – – –