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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
2501
Paces Ferry Wealth Advisors
Georgia
$435K -$5.16K -100 -1%
JHCP
2502
Jackson Hole Capital Partners
Oklahoma
$435K +$103 +2 +0%
CL
2503
CLG LLC
California
$433K +$464 +9 +0.1%
BHA
2504
Beech Hill Advisors
New York
$433K – – –
AFT
2505
Alpha Family Trust
California
$432K – – –
JWBC
2506
J.W. Burns & Co
New York
$430K -$18.4K -357 -4%
BGAI
2507
Bruce G. Allen Investments
Colorado
$429K -$53.7K -1,040 -11%
NEPPG
2508
New England Professional Planning Group
Rhode Island
$429K -$17.4K -338 -4%
CPSAC
2509
Chas P. Smith & Associates (CPS)
Florida
$428K -$33.6K -651 -7%
GWM
2510
GSB Wealth Management
Connecticut
$427K -$14.9K -288 -3%
SMH
2511
Sanders Morris Harris
Texas
$427K +$452K +8,756 New
WCFA
2512
Walkner Condon Financial Advisors
Wisconsin
$426K +$4.95K +96 +1%
LWA
2513
Legacy Wealth Advisors
Florida
$426K +$228K +4,411 +102%
SWM
2514
Sendero Wealth Management
Texas
$425K -$15.3K -297 -3%
FCM
2515
Fogel Capital Management
Florida
$424K +$2.17K +42 +0.5%
HCM
2516
Hengehold Capital Management
Ohio
$424K -$1.19K -23 -0.3%
VC
2517
Vicus Capital
Pennsylvania
$424K -$6.92K -134 -2%
BBPWM
2518
Blue Bell Private Wealth Management
Pennsylvania
$423K -$9.34K -181 -2%
TW
2519
Traveka Wealth
California
$423K +$722 +14 +0.2%
OHIS
2520
Oak Harvest Investment Services
Texas
$423K +$12.9K +250 +3%
RDFA
2521
Ritter Daniher Financial Advisory
Ohio
$422K -$7.02K -136 -2%
FAFN
2522
First Affirmative Financial Network
Colorado
$422K +$447K +8,657 New
CW
2523
Cornerstone Wealth
Tennessee
$422K +$413K +8,012 New
ACM
2524
Allred Capital Management
Texas
$422K -$45.1K -874 -9%
TT
2525
TI-Trust
Illinois
$421K – – –