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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CT
2626
Clearstead Trust
Maine
$378K -$24.6K -477 -6%
ACS
2627
Archford Capital Strategies
Illinois
$376K -$19.7K -381 -5%
VFP
2628
Vilga Financial Planning
New Jersey
$376K +$13.2K +255 +3%
UBV
2629
United Bank (Virginia)
Virginia
$376K -$16K -311 -4%
LJAC
2630
L.J. Altfest & Co
New York
$375K -$129K -2,501 -25%
FTA
2631
Financial & Tax Architects
Missouri
$375K -$47.8K -926 -11%
GPWM
2632
Grant Private Wealth Management
California
$374K +$155 +3 +0%
MGWM
2633
Marks Group Wealth Management
Minnesota
$374K +$33.5K +650 +9%
WFA
2634
Websterrogers Financial Advisors
South Carolina
$374K -$5.57K -108 -1%
SNS Financial Group
2635
SNS Financial Group
Minnesota
$373K +$3.15K +61 +0.8%
KIA
2636
Koenig Investment Advisory
Oregon
$373K -$1.75K -34 -0.4%
SFGP
2637
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$372K +$90.9K +1,761 +30%
MSWMA
2638
Market Street Wealth Management Advisors
Indiana
$372K +$23.4K +453 +6%
CWP
2639
CFM Wealth Partners
Texas
$372K – – –
DF Dent & Co
2640
DF Dent & Co
Maryland
$371K -$471K -9,132 -55%
ACP
2641
Arcus Capital Partners
Georgia
$371K -$62.6K -1,214 -14%
PFA
2642
Pinnacle Family Advisors
Missouri
$371K +$12.1K +234 +3%
AWA
2643
Argos Wealth Advisors
California
$370K +$9.91K +192 +3%
S
2644
Sachetta
Massachusetts
$370K +$63.5K +1,231 +19%
BAM
2645
Bellevue Asset Management
Washington
$370K +$206 +4 +0.1%
PK
2646
Pflug Koory
Nebraska
$370K – – –
PPC
2647
Pennington Partners & Co
Maryland
$369K +$15.9K +308 +4%
CAL
2648
Capital Advisors Ltd
Ohio
$368K -$1.14K -22 -0.3%
BCMLT
2649
Beacon Capital Management LLC (Tennessee)
Tennessee
$368K +$21K +407 +6%
CDWM
2650
Campbell Deegan Wealth Management
Virginia
$367K +$11.2K +218 +3%