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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2776
SJS Investment Consulting
Ohio
$269K -$2.99K -68 -1%
MIM
2777
Moseley Investment Management
Florida
$269K +$2.51K +57 +0.9%
HCM
2778
HMS Capital Management
Tennessee
$268K -$14.9K -339 -5%
RWM
2779
RKL Wealth Management
Pennsylvania
$268K -$748 -17 -0.3%
SCA
2780
Southern Capital Advisors
Tennessee
$268K +$264 +6 +0.1%
DCM
2781
Donaldson Capital Management
Indiana
$266K -$45.8K -1,040 -15%
CA
2782
Capital Advantage
California
$265K +$266K +6,038 New
BIG
2783
Bush Investment Group
Georgia
$265K – – –
EAMA
2784
EFG Asset Management (Americas)
Florida
$265K +$265K +6,030 New
SCM
2785
Sunbeam Capital Management
Georgia
$265K +$265K +6,026 New
SCA
2786
Scott Capital Advisors
Oregon
$265K +$308 +7 +0.1%
CNWM
2787
Clay Northam Wealth Management
California
$265K +$4.22K +96 +2%
SIAP
2788
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$264K +$265K +6,017 New
FCM
2789
Firestone Capital Management
Florida
$264K +$176 +4 +0.1%
MWM
2790
Merriman Wealth Management
Washington
$264K +$264K +6,003 New
AAIM
2791
Asset Advisors Investment Management
Georgia
$264K – – –
MP
2792
Moment Partners
California
$264K +$264K +6,000 New
HCP
2793
Hamilton Capital Partners
Georgia
$263K +$264K +5,994 New
COCM
2794
Charter Oak Capital Management
New Hampshire
$263K -$31.2K -710 -11%
FNT
2795
First Nebraska Trust
Nebraska
$263K +$7.57K +172 +3%
PMFA
2796
Plante Moran Financial Advisors
Michigan
$263K +$25.9K +589 +11%
FWA
2797
FSM Wealth Advisors
Ohio
$263K -$63.6K -1,445 -20%
CAM
2798
Clark Asset Management
New Hampshire
$263K -$4.97K -113 -2%
DP
2799
DDD Partners
Washington
$263K +$2.82K +64 +1%
LEA
2800
Legacy Edge Advisors
New York
$263K -$1.89K -43 -0.7%