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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
NNPTE
2651
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$367K -$2.12M -41,034 -85%
SGK
2652
Steigerwald Gordon & Koch
Virginia
$366K +$15.4K +298 +4%
TAP
2653
TSG Advice Partners
Ohio
$366K -$413 -8 -0.1%
CCM
2654
Chickasaw Capital Management
Tennessee
$366K – – –
GWS
2655
Greykasell Wealth Strategies
California
$366K – – –
RFM
2656
Royal Fund Management
Florida
$366K -$98.1K -1,901 -20%
IWP
2657
Invenio Wealth Partners
Florida
$365K +$46.6K +903 +14%
WWC
2658
Waypoint Wealth Counsel
Georgia
$365K -$110K -2,122 -22%
NWM
2659
Nolet Wealth Management
Texas
$364K -$4.9K -95 -1%
Index Fund Advisors
2660
Index Fund Advisors
California
$363K +$29.8K +577 +8%
VC
2661
Veery Capital
Delaware
$362K +$258 +5 +0.1%
SPG
2662
Strategic Planning Group
Utah
$362K -$5.52M -106,998 -94%
PWC
2663
Pathfinder Wealth Consulting
North Carolina
$362K -$45.6K -884 -11%
AC
2664
Addison Capital
Pennsylvania
$362K +$121K +2,352 +46%
CPC
2665
Consolidated Planning Corp
Georgia
$360K – – –
WP
2666
Wealthspan Partners
Iowa
$360K – – –
BWM
2667
BCS Wealth Management
Tennessee
$359K -$468K -9,078 -55%
VCP
2668
Verus Capital Partners
Arizona
$359K +$2.53K +49 +0.7%
FC
2669
Fairscale Capital
New Hampshire
$359K – – –
FFC
2670
Frederick Financial Consultants
Maryland
$358K -$27K -523 -7%
AOWM
2671
Asset One Wealth Management
Washington
$358K +$35.8K +694 +12%
MC
2672
Middleton & Co
Massachusetts
$358K +$29.7K +575 +8%
HFAS
2673
Hummer Financial Advisory Services
Illinois
$358K +$3.87K +75 +1%
CCA
2674
Cora Capital Advisors
New Jersey
$358K -$15.3K -296 -4%
EWM
2675
Evolution Wealth Management
Florida
$358K +$41.9K +812 +12%