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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WWC
2626
Waypoint Wealth Counsel
Georgia
$226K +$2.11K +55 +1%
BWP
2627
Balboa Wealth Partners
Arizona
$225K -$61.9K -1,614 -22%
Members Trust
2628
Members Trust
Florida
$225K +$10.3K +270 +5%
SWM
2629
Shelton Wealth Management
Texas
$225K -$70.3K -1,835 -25%
CIC
2630
Chilton Investment Company
Connecticut
$225K -$1.2M -31,341 -85%
TFO
2631
Tarbox Family Office
California
$224K -$38 -1 -0%
CWG
2632
Crown Wealth Group
North Carolina
$224K +$268 +7 +0.1%
BBNA
2633
Bremer Bank National Association
Minnesota
$223K -$14.9K -388 -6%
WTA
2634
Washington Trust Advisors
Massachusetts
$223K +$345 +9 +0.2%
BA
2635
Ballast Advisors
Minnesota
$223K -$11.7K -305 -5%
CWA
2636
Centennial Wealth Advisory
Michigan
$223K +$215K +5,600 New
NPT
2637
National Philanthropic Trust
Pennsylvania
$223K -$101K -2,641 -32%
PF
2638
Prosperitas Financial
California
$223K +$2.57K +67 +1%
S4W
2639
Solutions 4 Wealth
Texas
$222K +$5.37K +140 +3%
UWM
2640
USAdvisors Wealth Management
Minnesota
$222K -$33.9K -884 -14%
PHAM
2641
Palisades Hudson Asset Management
Florida
$222K – – –
LC
2642
Lavaca Capital
Texas
$222K – – –
SGC
2643
Slocum, Gordon & Co
Rhode Island
$222K – – –
SR
2644
Syntax Research
Florida
$222K +$613 +16 +0.3%
EMAM
2645
Encompass More Asset Management
California
$221K +$5.79K +151 +3%
CPA
2646
Cardiff Park Advisors
California
$221K +$3.64K +95 +2%
SCM
2647
SKBA Capital Management
California
$221K – – –
ECM
2648
Elgethun Capital Management
South Dakota
$220K +$268 +7 +0.1%
DAL
2649
Delta Accumulation LLC
California
$220K +$1.34K +35 +0.6%
WAM
2650
Werlinich Asset Management
Connecticut
$219K +$958 +25 +0.4%