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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
2651
BlueChip Wealth Advisors
Georgia
$431K -$9.73K -184 -2%
LPP
2652
Life Planning Partners
Florida
$431K -$226K -4,283 -35%
OAS
2653
Optivise Advisory Services
Tennessee
$430K +$94.9K +1,796 +30%
CWG
2654
Crown Wealth Group
North Carolina
$428K +$40.2K +760 +11%
PIA
2655
Polaris Investment Advisors
Massachusetts
$428K +$411K +7,779 New
WFA
2656
Websterrogers Financial Advisors
South Carolina
$428K
PAG
2657
Paladin Advisory Group
Iowa
$427K +$35.2K +666 +9%
NMG
2658
New Millennium Group
Utah
$426K -$61.7K -1,167 -13%
Q
2659
QVR
California
$426K -$238K -4,510 -37%
MM
2660
MQS Management
New York
$425K -$23.5K -445 -5%
CWA
2661
Centennial Wealth Advisory
Michigan
$424K +$10.5K +199 +3%
EAM
2662
Everstar Asset Management
North Carolina
$423K -$4.44K -84 -1%
IGGA
2663
Iron Gate Global Advisors
Utah
$423K +$2.96K +56 +0.7%
GPWM
2664
Grant Private Wealth Management
California
$422K -$634 -12 -0.2%
SIC
2665
SJS Investment Consulting
Ohio
$421K +$14.2K +269 +4%
SIC
2666
Sterling Investment Counsel
New York
$421K +$69K +1,305 +20%
CCA
2667
Cora Capital Advisors
New Jersey
$420K +$51.4K +972 +15%
FAN
2668
Financial Advisors Network
California
$420K +$86.9K +1,644 +27%
SA
2669
SPWM Advisors
Michigan
$420K +$404K +7,638 New
PG
2670
Prostatis Group
Maryland
$420K +$404K +7,635 New
CWP
2671
CFM Wealth Partners
Texas
$420K
PCM
2672
Palisade Capital Management
New Jersey
$419K +$82.4K +1,558 +26%
MWA
2673
Meridian Wealth Advisors
Texas
$418K -$3.86K -73 -1%
SFG
2674
SNS Financial Group
Minnesota
$418K -$5.18K -98 -1%
CAL
2675
Capital Advisors Ltd
Ohio
$417K +$1.8K +34 +0.5%