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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CWIG
2601
Chung Wu Investment Group
Texas
$453K
OAS
2602
Optivise Advisory Services
Tennessee
$453K +$46.5K +875 +12%
Axa
2603
Axa
France
$452K -$1.39M -26,126 -74%
SPA
2604
Sentinel Pension Advisors
Massachusetts
$452K +$8.08K +152 +2%
EWM
2605
Evermay Wealth Management
Virginia
$452K -$1.44K -27 -0.3%
MGWM
2606
Marks Group Wealth Management
Minnesota
$451K +$13.1K +247 +3%
PAS
2607
PKS Advisory Services
New York
$451K +$421K +7,918 New
WCM
2608
WealthBridge Capital Management
Ohio
$451K +$532 +10 +0.1%
MA
2609
Maxele Advisors
Missouri
$450K +$420K +7,892 New
SCM
2610
Sunbeam Capital Management
Georgia
$449K +$48.6K +913 +13%
VFP
2611
Vilga Financial Planning
New Jersey
$449K +$8.83K +166 +2%
MWM
2612
Moran Wealth Management
Florida
$449K -$927K -17,438 -69%
RCM
2613
Radnor Capital Management
Pennsylvania
$448K
SNB
2614
Security National Bank
Nebraska
$447K +$31K +583 +8%
SA
2615
Sonoma Allocations
California
$446K -$62.9K -1,182 -13%
NEPPG
2616
New England Professional Planning Group
Rhode Island
$445K -$52.4K -985 -11%
DWAM
2617
Duncan Williams Asset Management
Tennessee
$444K -$4.84K -91 -1%
ECM
2618
Elgethun Capital Management
South Dakota
$443K +$26.7K +502 +7%
BW
2619
Blalock Williams
Alabama
$443K +$28.6K +537 +7%
RBC
2620
Romano Brothers & Co
Illinois
$442K -$12.8K -241 -3%
UBV
2621
United Bank (Virginia)
Virginia
$440K
VCP
2622
Verus Capital Partners
Arizona
$438K +$17.1K +321 +4%
LJAC
2623
L.J. Altfest & Co
New York
$437K -$1.01K -19 -0.2%
EMAM
2624
Encompass More Asset Management
California
$437K -$20.2K -380 -5%
WFA
2625
Websterrogers Financial Advisors
South Carolina
$437K