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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PWS
2726
Proactive Wealth Strategies
Georgia
$266K +$1.74K +39 +0.6%
FFC
2727
Frederick Financial Consultants
Maryland
$266K +$52.7K +1,182 +23%
CA
2728
Capital Advantage
California
$265K
LTAS
2729
Linden Thomas Advisory Services
North Carolina
$265K +$6.06K +136 +2%
BCM
2730
BluePointe Capital Management
California
$264K +$282K +6,334 New
MFG
2731
Mission Financial Group
Nevada
$264K +$241K +5,418 New
OHWA
2732
Oak Hill Wealth Advisors
Virginia
$264K -$2.9K -65 -1%
LEA
2733
Legacy Edge Advisors
New York
$263K +$14.4K +324 +5%
NJBEST
2734
New Jersey Better Educational Savings Trust
New Jersey
$263K
PAW
2735
Plan A Wealth
Nebraska
$263K -$5.17K -116 -2%
IFU
2736
iSAM Funds (UK)
United Kingdom
$262K -$1.39M -31,136 -83%
JGIA
2737
Jackson Grant Investment Advisers
Connecticut
$262K
MLFP
2738
MPS Loria Financial Planners
Illinois
$262K +$1.38K +31 +0.5%
HCWM
2739
Hidden Cove Wealth Management
Washington
$262K +$279K +6,270 New
CCWM
2740
Correct Capital Wealth Management
Missouri
$262K -$1.25K -28 -0.4%
SI
2741
Saxon Interests
Texas
$261K +$25.1K +563 +10%
DWMS
2742
Dominguez Wealth Management Solutions
Virginia
$260K +$278K +6,235 New
PAS
2743
Professional Advisory Services
Florida
$260K
VAMG
2744
Voisard Asset Management Group
Michigan
$259K -$2.23K -50 -0.8%
FC
2745
Fairscale Capital
New Hampshire
$259K
FFG
2746
Fortress Financial Group
Minnesota
$258K +$1.56K +35 +0.6%
MWM
2747
MinichMacGregor Wealth Management
New York
$258K -$5.53K -124 -2%
1IA
2748
1834 Investment Advisors
Wisconsin
$257K -$87.6K -1,965 -24%
RFW
2749
Rainier Family Wealth
Washington
$257K -$39.8K -893 -13%
RCWM
2750
Royal Capital Wealth Management
Indiana
$256K -$7.71K -173 -3%