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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BA
2701
Ballast Advisors
Minnesota
$218K -$4.13K -103 -2%
MFG
2702
Midwest Financial Group
Kansas
$218K +$1.04K +26 +0.5%
SFWC
2703
Strategic Family Wealth Counselors
New Jersey
$218K -$120 -3 -0.1%
CFA
2704
Capstone Financial Advisors
Illinois
$218K +$220K +5,487 New
FGG
2705
Financial Guidance Group
Florida
$218K – – –
AWP
2706
Abacus Wealth Partners
California
$217K +$219K +5,473 New
RLIM
2707
Red Lighthouse Investment Management
New York
$216K – – –
IGGA
2708
Iron Gate Global Advisors
Utah
$216K -$27.4K -683 -11%
LGA
2709
Lebenthal Global Advisors
New York
$215K +$441 +11 +0.2%
Members Trust
2710
Members Trust
Florida
$215K -$9.66K -241 -4%
SFC
2711
Swisher Financial Concepts
Ohio
$215K +$221K +5,505 New
TBWA
2712
Three Bridge Wealth Advisors
California
$214K – – –
AC
2713
Allstate Corporation
Illinois
$214K -$612K -15,280 -74%
PMFA
2714
Plante Moran Financial Advisors
Michigan
$214K -$20.8K -518 -9%
PFC
2715
Poplar Forest Capital
California
$213K – – –
AFA
2716
Alpha Financial Advisors
North Carolina
$213K +$401 +10 +0.2%
QCIG
2717
Quad-Cities Investment Group
Iowa
$213K +$281 +7 +0.1%
FUBT
2718
First United Bank & Trust
Maryland
$213K -$80 -2 -0%
TCOK
2719
Trust Company of Kansas
Kansas
$213K – – –
GWWM
2720
Great Waters Wealth Management
Minnesota
$213K -$120 -3 -0.1%
RFA
2721
Resurgent Financial Advisors
Georgia
$213K +$215K +5,366 New
JHP
2722
James Hambro & Partners
United Kingdom
$213K – – –
NIM
2723
Nexus Investment Management
Ontario, Canada
$212K – – –
BMWM
2724
Brown Miller Wealth Management
Virginia
$212K +$214K +5,334 New
GWA
2725
Gibson Wealth Advisors
Texas
$211K – – –