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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
2651
Royal Fund Management
Florida
$422K -$4.79K -90 -1%
SFGP
2652
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$422K -$12.4K -233 -3%
FFC
2653
Frederick Financial Consultants
Maryland
$421K +$1.81K +34 +0.5%
IFA
2654
Index Fund Advisors
California
$421K -$3.51K -66 -0.9%
WP
2655
Wealthspan Partners
Iowa
$421K
SAM
2656
Strategy Asset Managers
California
$420K +$5.9K +111 +2%
BWM
2657
BCS Wealth Management
Tennessee
$420K
ACP
2658
Arcus Capital Partners
Georgia
$420K -$12.6K -236 -3%
FC
2659
Fairscale Capital
New Hampshire
$420K
OCWP
2660
Owl Creek Wealth Partners
Colorado
$419K +$85.6K +1,609 +28%
CCM
2661
Chiron Capital Management
Florida
$419K +$391K +7,352 New
MAG
2662
Mayfair Advisory Group
Alabama
$419K -$143K -2,685 -28%
HFAS
2663
Hummer Financial Advisory Services
Illinois
$419K
AOWM
2664
Asset One Wealth Management
Washington
$418K +$5.05K +95 +1%
CCA
2665
Cora Capital Advisors
New Jersey
$416K -$2.18K -41 -0.6%
BAM
2666
Bellevue Asset Management
Washington
$415K -$16K -300 -4%
WAL
2667
W Advisors LLC
Tennessee
$415K +$7.02K +132 +2%
TFGT
2668
TS Financial Group (TSFG)
Illinois
$415K +$160 +3 +0%
GPWM
2669
Grant Private Wealth Management
California
$415K -$21K -395 -5%
RWA
2670
Rooted Wealth Advisors
Illinois
$414K +$7.23K +136 +2%
SPG
2671
Strategic Planning Group
Utah
$414K -$8.78K -165 -2%
CCM
2672
Chickasaw Capital Management
Tennessee
$414K -$12.2K -230 -3%
LPAM
2673
Lodestar Private Asset Management
California
$413K +$638 +12 +0.2%
KIA
2674
Kraematon Investment Advisors
Massachusetts
$413K +$1.6K +30 +0.4%
MC
2675
Middleton & Co
Massachusetts
$413K -$5.32K -100 -1%