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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2626
RKL Wealth Management
Pennsylvania
$243K -$2.44K -61 -1%
TA
2627
TFB Advisors
Kansas
$243K +$13.8K +345 +6%
MF
2628
Meridian Financial
Massachusetts
$242K -$40 -1 -0%
PWS
2629
Proactive Wealth Strategies
Georgia
$242K +$244K +6,092 New
CAM
2630
Clark Asset Management
New Hampshire
$242K +$40.5K +1,010 +20%
SCA
2631
Southern Capital Advisors
Tennessee
$241K +$281 +7 +0.1%
VAS
2632
Vestmark Advisory Solutions
Massachusetts
$241K -$2.51M -62,679 -91%
CPW
2633
Cove Private Wealth
New York
$241K – – –
MIM
2634
Moseley Investment Management
Florida
$240K +$3.37K +84 +1%
KJHP
2635
K.J. Harrison & Partners
Ontario, Canada
$240K -$108K -2,700 -32%
WKWM
2636
Walter & Keenan Wealth Management
Indiana
$240K +$7.82K +195 +3%
VBFG
2637
Vishria Bird Financial Group
Tennessee
$240K – – –
BIG
2638
Bush Investment Group
Georgia
$239K +$242K +6,032 New
LEA
2639
Legacy Edge Advisors
New York
$239K -$7.62K -190 -3%
FCM
2640
Firestone Capital Management
Florida
$238K +$160 +4 +0.1%
AAIM
2641
Asset Advisors Investment Management
Georgia
$238K – – –
ITFISA
2642
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$238K +$11.5K +287 +5%
CFG
2643
Clayton Financial Group
Missouri
$237K +$25.9K +647 +12%
MYIA
2644
Mount Yale Investment Advisors
Colorado
$236K -$64K -1,598 -21%
CNWM
2645
Clay Northam Wealth Management
California
$235K – – –
Loomis, Sayles & Company
2646
Loomis, Sayles & Company
Massachusetts
$235K +$154K +3,847 +185%
PHS
2647
Pekin Hardy Strauss
Illinois
$235K – – –
SRC
2648
Sage Rhino Capital
California
$235K +$3.37K +84 +1%
DP
2649
DDD Partners
Washington
$235K – – –
VBFP
2650
Valtinson Bruner Financial Planning
Minnesota
$234K +$40 +1 +0%