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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
2701
Strategic Family Wealth Counselors
New Jersey
$218K -$120 -3 -0.1%
CFA
2702
Capstone Financial Advisors
Illinois
$218K +$220K +5,487 New
FGG
2703
Financial Guidance Group
Florida
$218K
AWP
2704
Abacus Wealth Partners
California
$217K +$219K +5,473 New
RLIM
2705
Red Lighthouse Investment Management
New York
$216K
IGGA
2706
Iron Gate Global Advisors
Utah
$216K -$27.4K -683 -11%
LGA
2707
Lebenthal Global Advisors
New York
$215K +$441 +11 +0.2%
Members Trust
2708
Members Trust
Florida
$215K -$9.66K -241 -4%
SFC
2709
Swisher Financial Concepts
Ohio
$215K +$221K +5,505 New
TBWA
2710
Three Bridge Wealth Advisors
California
$214K
AC
2711
Allstate Corporation
Illinois
$214K -$612K -15,280 -74%
PMFA
2712
Plante Moran Financial Advisors
Michigan
$214K -$20.8K -518 -9%
PFC
2713
Poplar Forest Capital
California
$213K
AFA
2714
Alpha Financial Advisors
North Carolina
$213K +$401 +10 +0.2%
QCIG
2715
Quad-Cities Investment Group
Iowa
$213K +$281 +7 +0.1%
FUBT
2716
First United Bank & Trust
Maryland
$213K -$80 -2 -0%
TCOK
2717
Trust Company of Kansas
Kansas
$213K
GWWM
2718
Great Waters Wealth Management
Minnesota
$213K -$120 -3 -0.1%
RFA
2719
Resurgent Financial Advisors
Georgia
$213K +$215K +5,366 New
JHP
2720
James Hambro & Partners
United Kingdom
$213K
NIM
2721
Nexus Investment Management
Ontario, Canada
$212K
BMWM
2722
Brown Miller Wealth Management
Virginia
$212K +$214K +5,334 New
GWA
2723
Gibson Wealth Advisors
Texas
$211K
HTIM
2724
Harbour Trust & Investment Management
Indiana
$211K -$32.5K -810 -13%
MSG
2725
Main Street Group
Virginia
$209K -$45.9K -1,145 -18%