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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
2701
Hunter Associates Investment Management
Pennsylvania
$337K -$2.49K -51 -0.8%
MFS
2702
Madrona Financial Services
Washington
$337K +$2.93K +60 +0.9%
OPWM
2703
Oxinas Partners Wealth Management
Indiana
$336K – – –
FWP
2704
Fiduciary Wealth Partners
Massachusetts
$335K +$317K +6,488 New
PWMG
2705
Private Wealth Management Group
New Jersey
$335K – – –
Members Trust
2706
Members Trust
Florida
$334K +$17.9K +367 +6%
JSC
2707
Jackson Square Capital
California
$334K +$52.5K +1,076 +20%
CC
2708
Citrine Capital
California
$334K – – –
ICA
2709
Infrastructure Capital Advisors
New York
$333K -$2.27M -46,598 -88%
MTWM
2710
Masso Torrence Wealth Management
New Jersey
$333K +$1.51K +31 +0.5%
SCA
2711
Sandy Cove Advisors
Massachusetts
$333K +$9.42K +193 +3%
LCM
2712
Logan Capital Management
Pennsylvania
$332K – – –
FFG
2713
Fortress Financial Group
Minnesota
$332K +$1.56K +32 +0.5%
AAIM
2714
Asset Advisors Investment Management
Georgia
$332K -$4.93K -101 -2%
JAM
2715
JCIC Asset Management
Ontario, Canada
$331K +$313K +6,408 New
WFA
2716
WMG Financial Advisors
Tennessee
$330K -$3.02K -62 -1%
SCA
2717
Scott Capital Advisors
Oregon
$330K +$98 +2 +0%
CIA
2718
Cape Investment Advisory
Georgia
$329K -$325K -6,668 -51%
EAMA
2719
EFG Asset Management (Americas)
Florida
$327K +$2.34K +48 +0.8%
DWMS
2720
Dominguez Wealth Management Solutions
Virginia
$327K – – –
GL
2721
Gerber LLC
Ohio
$327K -$12K -245 -4%
HCC
2722
Hirtle Callaghan & Co
Pennsylvania
$326K -$33.4K -685 -10%
KCAM
2723
Kagan Cocozza Asset Management
New Jersey
$326K -$14.1K -289 -4%
MWP
2724
Meridian Wealth Partners
Pennsylvania
$326K -$73.9K -1,514 -19%
MFA
2725
Morling Financial Advisors
California
$325K -$5.17K -106 -2%