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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
2826
Frazier Financial Advisors
Ohio
$32.8K +$12.7K +370 +75%
MSFP
2827
Mark Sheptoff Financial Planning
Connecticut
$32.7K -$6.87K -200 -19%
LFA
2828
Livelsberger Financial Advisory
Ohio
$32.5K +$206 +6 +0.7%
TLA
2829
Tanglewood Legacy Advisors
Texas
$32.1K +$2.47K +72 +9%
NECFA
2830
New England Capital Financial Advisors
Connecticut
$31.6K -$82.2K -2,396 -74%
GFL
2831
Granite FO LLC
New Hampshire
$30.8K
TCM
2832
TD Capital Management
Tennessee
$30.4K +$4.88K +142 +22%
MDCM
2833
Morgan Dempsey Capital Management
Wisconsin
$30.3K
CPG
2834
Cornerstone Planning Group
New Jersey
$30K -$1.68K -49 -6%
RWM
2835
Raffa Wealth Management
District of Columbia
$29.5K -$17.4K -507 -39%
CSWM
2836
Cassady Schiller Wealth Management
Ohio
$29.4K +$2.58K +75 +11%
CCC
2837
Chelsea Counsel Company
California
$26.5K
DWA
2838
Delos Wealth Advisors
Texas
$25.9K +$18.8K +547 +402%
FFL
2839
Financial Freedom LLC
Ohio
$25.4K
QL
2840
Quarry LP
New York
$24.8K -$2.81K -82 -11%
MFG
2841
Mendota Financial Group
Wisconsin
$24.5K
WAG
2842
Wiser Advisor Group
Arizona
$24.2K
DF
2843
Dunhill Financial
United Kingdom
$24K +$3.12K +91 +17%
BSWA
2844
Bromfield Sneider Wealth Advisors
Massachusetts
$23.7K
PCTC
2845
Perkins Coie Trust Company
Washington
$23.7K
DWS
2846
Dynamic Wealth Strategies
California
$23K
RCM
2847
Richardson Capital Management
Wisconsin
$22.8K -$13.7K -400 -40%
VWA
2848
Valued Wealth Advisors
Utah
$22.4K +$11.5K +334 +130%
CAM
2849
ClariVest Asset Management
California
$22K +$4.02K +117 +25%
SNB
2850
Security National Bank
Nebraska
$20.9K