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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2576
Centennial Wealth Advisory
Michigan
$388K +$34K +696 +10%
LPAM
2577
Lodestar Private Asset Management
California
$388K -$1.76K -36 -0.5%
BWM
2578
BCS Wealth Management
Tennessee
$387K -$869K -17,808 -70%
GWS
2579
Greykasell Wealth Strategies
California
$387K +$11K +226 +3%
CCM
2580
Chickasaw Capital Management
Tennessee
$387K
OBAM
2581
ODDO BHF Asset Management
France
$386K -$1.28M -26,166 -78%
HWA
2582
Heartwood Wealth Advisors
Virginia
$385K +$3.81K +78 +1%
EMAM
2583
Encompass More Asset Management
California
$384K -$30.5K -625 -8%
PCM
2584
Payne Capital Management
New York
$383K
VC
2585
Veery Capital
Delaware
$383K +$293 +6 +0.1%
AFA
2586
Alpha Financial Advisors
North Carolina
$383K
SIC
2587
SJS Investment Consulting
Ohio
$381K +$65.3K +1,338 +22%
BW
2588
BostonPremier Wealth
Massachusetts
$380K +$683 +14 +0.2%
FC
2589
Fairscale Capital
New Hampshire
$380K
HFAS
2590
Hummer Financial Advisory Services
Illinois
$379K
DJSG
2591
D.J. St. Germain
Massachusetts
$378K -$96.9K -1,987 -21%
FP
2592
Financial Perspectives
Minnesota
$377K -$1.8K -37 -0.5%
A
2593
Argentarii
Ohio
$377K -$4.05K -83 -1%
NAMNJ
2594
NorthStar Asset Management (New Jersey)
New Jersey
$377K +$3.12K +64 +0.9%
RMC
2595
Ring Mountain Capital
California
$377K -$683 -14 -0.2%
CWM
2596
Centric Wealth Management
Illinois
$377K -$7.17K -147 -2%
ATWA
2597
Arbor Trust Wealth Advisors
Michigan
$377K +$25.7K +526 +8%
FPCP
2598
Fort Point Capital Partners
California
$376K -$121K -2,488 -25%
PIA
2599
Pinion Investment Advisors
Kansas
$375K +$585 +12 +0.2%
TFGT
2600
TS Financial Group (TSFG)
Illinois
$375K -$12.6K -259 -3%