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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
LJCM
2751
Lee Johnson Capital Management
Texas
$385K -$5.76K -109 -2%
WAL
2752
W Advisors LLC
Tennessee
$385K +$2.48K +47 +0.7%
SWM
2753
Stronghold Wealth Management
Florida
$384K +$369K +6,989 New
WA
2754
WPG Advisers
Maryland
$384K +$54.3K +1,027 +17%
CICC
2755
Capital Investment Counsel (Colorado)
Colorado
$384K – – –
T
2756
TOBAM
France
$383K -$37.2K -704 -9%
LC
2757
Lincoln Capital
Nebraska
$383K +$42.3K +800 +13%
TWM
2758
Topsail Wealth Management
North Carolina
$382K – – –
GW&K Investment Management
2759
GW&K Investment Management
Massachusetts
$382K +$16.2K +307 +5%
WWA
2760
Wingate Wealth Advisors
Massachusetts
$382K +$106K +2,000 +40%
GGS
2761
Galvin Gaustad & Stein
Arizona
$382K +$2.43K +46 +0.7%
PWM
2762
Peak Wealth Management
New Hampshire
$381K +$366K +6,923 New
IA
2763
Invested Advisors
Pennsylvania
$381K -$6.18K -117 -2%
FBC
2764
Fairfield, Bush & Co
Connecticut
$381K – – –
RMC
2765
Ring Mountain Capital
California
$380K -$7.14K -135 -2%
QWM
2766
QP Wealth Management
New Jersey
$380K +$365K +6,905 New
Obermeyer Wealth Partners
2767
Obermeyer Wealth Partners
Colorado
$378K +$72K +1,363 +25%
WWM
2768
Wolff Wiese Magana
California
$378K -$11K -208 -3%
Index Fund Advisors
2769
Index Fund Advisors
California
$378K +$4.02K +76 +1%
CCS
2770
Concentric Capital Strategies
Connecticut
$377K +$16.6K +314 +5%
SCA
2771
Sandy Cove Advisors
Massachusetts
$377K +$21.8K +413 +6%
GAA
2772
Global Assets Advisory
Florida
$376K -$5.29K -100 -1%
FCIM
2773
Fairview Capital Investment Management
California
$376K +$2.33K +44 +0.6%
BSA
2774
Bull Street Advisors
Georgia
$376K – – –
LEA
2775
Legacy Edge Advisors
New York
$376K -$3.86K -73 -1%