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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2476
Sollinda Capital Management
Florida
$452K +$2.89K +56 +0.6%
BSG
2477
Black Swift Group
Colorado
$451K
FWA
2478
Flagship Wealth Advisors
Massachusetts
$450K -$107K -2,070 -18%
CAG
2479
Centerpoint Advisory Group
Kansas
$449K
RFG
2480
Range Financial Group
Oregon
$449K +$22.5K +436 +5%
WKWM
2481
Walter & Keenan Wealth Management
Indiana
$447K +$619 +12 +0.1%
CHA
2482
Cooper/Haims Advisors
New York
$446K +$18.2K +353 +4%
RMP
2483
Richards, Merrill & Peterson
Washington
$445K -$10.3K -200 -2%
SA
2484
Sonoma Allocations
California
$444K -$83.2K -1,612 -15%
LTI
2485
Laffer Tengler Investments
Tennessee
$444K -$18.8K -364 -4%
VWM
2486
Vertrix Wealth Management
Michigan
$444K +$470K +9,099 New
PAG
2487
Poinciana Advisors Group
Florida
$443K
SIM
2488
SSI Investment Management
California
$441K
RCI
2489
RS Crum Inc
California
$440K +$310 +6 +0.1%
FDS
2490
Freedom Day Solutions
Texas
$440K
EWM
2491
Elevation Wealth Management
Minnesota
$439K -$57.5K -1,115 -11%
FRM
2492
Fox Run Management
Connecticut
$439K +$479K +9,288 New
BI
2493
Ballast Inc
Kentucky
$438K
IWA
2494
Inspirion Wealth Advisors
Illinois
$437K +$877 +17 +0.2%
EWS
2495
Eagle Wealth Strategies
New Jersey
$437K -$9.8K -190 -2%
PCMF
2496
Private Capital Management (Florida)
Florida
$437K
LWM
2497
LeConte Wealth Management
Tennessee
$436K -$10.7K -207 -2%
CWA
2498
Consilio Wealth Advisors
Washington
$436K -$23.6K -457 -5%
PFWA
2499
Paces Ferry Wealth Advisors
Georgia
$435K -$5.16K -100 -1%
JHCP
2500
Jackson Hole Capital Partners
Oklahoma
$435K +$103 +2 +0%