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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
VLKIM
2826
Van Lanschot Kempen Investment Management
Netherlands
$33.5K -$5.59K -163 -16%
NIC
2827
Northwest Investment Counselors
Oregon
$33.5K +$30.3K +883 New
FFA
2828
Frazier Financial Advisors
Ohio
$32.8K +$12.7K +370 +75%
MSFP
2829
Mark Sheptoff Financial Planning
Connecticut
$32.7K -$6.87K -200 -19%
LFA
2830
Livelsberger Financial Advisory
Ohio
$32.5K +$206 +6 +0.7%
TLA
2831
Tanglewood Legacy Advisors
Texas
$32.1K +$2.47K +72 +9%
NECFA
2832
New England Capital Financial Advisors
Connecticut
$31.6K -$82.2K -2,396 -74%
GFL
2833
Granite FO LLC
New Hampshire
$30.8K – – –
TCM
2834
TD Capital Management
Tennessee
$30.4K +$4.88K +142 +22%
MDCM
2835
Morgan Dempsey Capital Management
Wisconsin
$30.3K – – –
CPG
2836
Cornerstone Planning Group
New Jersey
$30K -$1.68K -49 -6%
RWM
2837
Raffa Wealth Management
District of Columbia
$29.5K -$17.4K -507 -39%
CSWM
2838
Cassady Schiller Wealth Management
Ohio
$29.4K +$2.58K +75 +11%
CCC
2839
Chelsea Counsel Company
California
$26.5K – – –
DWA
2840
Delos Wealth Advisors
Texas
$25.9K +$18.8K +547 +402%
FFL
2841
Financial Freedom LLC
Ohio
$25.4K – – –
QL
2842
Quarry LP
New York
$24.8K -$2.81K -82 -11%
MFG
2843
Mendota Financial Group
Wisconsin
$24.5K – – –
WAG
2844
Wiser Advisor Group
Arizona
$24.2K – – –
DF
2845
Dunhill Financial
United Kingdom
$24K +$3.12K +91 +17%
BSWA
2846
Bromfield Sneider Wealth Advisors
Massachusetts
$23.7K – – –
PCTC
2847
Perkins Coie Trust Company
Washington
$23.7K – – –
DWS
2848
Dynamic Wealth Strategies
California
$23K – – –
RCM
2849
Richardson Capital Management
Wisconsin
$22.8K -$13.7K -400 -40%
VWA
2850
Valued Wealth Advisors
Utah
$22.4K +$11.5K +334 +130%