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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PAI
2551
Pittenger & Anderson Inc
Nebraska
$236K +$48.6K +1,417 +29%
IWS
2552
Integrity Wealth Solutions
Colorado
$236K +$1.06K +31 +0.5%
VBFG
2553
Vishria Bird Financial Group
Tennessee
$235K +$6.11K +178 +3%
SGK
2554
Steigerwald Gordon & Koch
Virginia
$235K -$13.7K -398 -6%
SIC
2555
SJS Investment Consulting
Ohio
$234K +$73.7K +2,146 +53%
BCFS
2556
Butensky & Cohen Financial Security
Florida
$233K
FCG
2557
Fielder Capital Group
Tennessee
$233K +$3.71K +108 +2%
SF
2558
Symphony Financial
Texas
$233K -$46.8K -1,364 -18%
SHFA
2559
SC&H Financial Advisors
Maryland
$233K -$49.4K -1,440 -19%
FWM
2560
ForthRight Wealth Management
Georgia
$232K +$618 +18 +0.3%
MLFP
2561
MPS Loria Financial Planners
Illinois
$232K +$1.17K +34 +0.6%
AW
2562
Atlas Wealth
Ohio
$232K +$210K +6,108 New
NIWA
2563
New Insight Wealth Advisors
California
$231K -$90.4K -2,633 -30%
MF
2564
Meridian Financial
Massachusetts
$231K +$1.78K +52 +0.9%
CW
2565
Cook Wealth
North Carolina
$231K +$215K +6,264 New
MPCG
2566
Matrix Private Capital Group
New York
$231K -$14.5K -421 -6%
EWM
2567
Elevatus Welath Management
New York
$231K +$103 +3 +0%
FFA
2568
Fragasso Financial Advisors
Pennsylvania
$231K +$209K +6,081 New
WWMSC
2569
Wagner Wealth Management (South Carolina)
South Carolina
$231K -$39.3K -1,144 -16%
CPW
2570
Cove Private Wealth
New York
$230K
FB
2571
First Bancorp
Maine
$230K +$208K +6,065 New
TPW
2572
TL Private Wealth
Texas
$229K
SCA
2573
Scott Capital Advisors
Oregon
$229K -$4.67K -136 -2%
MA
2574
Modus Advisors
Minnesota
$228K -$17K -496 -8%
BBNA
2575
Bremer Bank National Association
Minnesota
$228K +$206K +6,002 New