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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2651
WealthBridge Capital Management
Ohio
$434K +$529 +10 +0.1%
FFC
2652
Frederick Financial Consultants
Maryland
$433K +$6.08K +115 +1%
LC
2653
Lavaca Capital
Texas
$433K – – –
RCM
2654
Radnor Capital Management
Pennsylvania
$433K – – –
BWA
2655
BlueChip Wealth Advisors
Georgia
$431K -$9.73K -184 -2%
LPP
2656
Life Planning Partners
Florida
$431K -$226K -4,283 -35%
OAS
2657
Optivise Advisory Services
Tennessee
$430K +$94.9K +1,796 +30%
CWG
2658
Crown Wealth Group
North Carolina
$428K +$40.2K +760 +11%
PIA
2659
Polaris Investment Advisors
Massachusetts
$428K +$411K +7,779 New
WFA
2660
Websterrogers Financial Advisors
South Carolina
$428K – – –
PAG
2661
Paladin Advisory Group
Iowa
$427K +$35.2K +666 +9%
NMG
2662
New Millennium Group
Utah
$426K -$61.7K -1,167 -13%
QVR
2663
QVR
California
$426K -$238K -4,510 -37%
MM
2664
MQS Management
New York
$425K -$23.5K -445 -5%
CWA
2665
Centennial Wealth Advisory
Michigan
$424K +$10.5K +199 +3%
EAM
2666
Everstar Asset Management
North Carolina
$423K -$4.44K -84 -1%
IGGA
2667
Iron Gate Global Advisors
Utah
$423K +$2.96K +56 +0.7%
GPWM
2668
Grant Private Wealth Management
California
$422K -$634 -12 -0.2%
SIC
2669
SJS Investment Consulting
Ohio
$421K +$14.2K +269 +4%
SIC
2670
Sterling Investment Counsel
New York
$421K +$69K +1,305 +20%
CCA
2671
Cora Capital Advisors
New Jersey
$420K +$51.4K +972 +15%
FAN
2672
Financial Advisors Network
California
$420K +$86.9K +1,644 +27%
SA
2673
SPWM Advisors
Michigan
$420K +$404K +7,638 New
PG
2674
Prostatis Group
Maryland
$420K +$404K +7,635 New
CWP
2675
CFM Wealth Partners
Texas
$420K – – –