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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
2851
Connecticut Capital Management Group
Connecticut
$343K +$329K +6,231 New
S
2852
Steadtrust
Texas
$341K +$6.92K +131 +2%
BAWM
2853
Bennett Associates Wealth Management
Pennsylvania
$341K +$16.6K +314 +5%
FA
2854
Fermata Advisors
California
$341K +$2.43K +46 +0.7%
AWA
2855
Alta Wealth Advisors
Massachusetts
$340K +$35K +662 +12%
VDI
2856
Vaughan David Investments
Illinois
$340K
AIP
2857
Almanack Investment Partners
Pennsylvania
$339K +$34K +643 +12%
RCWM
2858
Royal Capital Wealth Management
Indiana
$339K +$264 +5 +0.1%
MWM
2859
MinichMacGregor Wealth Management
New York
$338K -$8.14K -154 -2%
AI
2860
AXS Investments
New York
$338K -$28.3K -535 -8%
EI
2861
Ellevest Inc
New York
$338K +$45.4K +858 +16%
PIA
2862
Powell Investment Advisors
Florida
$338K
CPW
2863
Cove Private Wealth
New York
$337K -$317K -6,000 -49%
MIM
2864
Moseley Investment Management
Florida
$337K +$211 +4 +0.1%
MUMSS
2865
Mitsubishi UFJ Morgan Stanley Securities
Japan
$337K +$324K +6,126 New
GIP
2866
Granite Investment Partners
California
$337K
MTIC
2867
Missouri Trust & Investment Company
Missouri
$337K
NRI
2868
NFP Retirement Inc
California
$337K -$2.91K -55 -0.9%
SCA
2869
Southern Capital Advisors
Tennessee
$336K +$264 +5 +0.1%
LWP
2870
LeClair Wealth Partners
Ohio
$335K +$6.24K +118 +2%
CIAS
2871
CBIZ Investment Advisory Services
Ohio
$335K +$48.2K +911 +18%
Members Trust
2872
Members Trust
Florida
$334K -$21K -397 -6%
KFAS
2873
Keating Financial Advisory Services
Kansas
$334K +$321K +6,070 New
OWA
2874
ORBA Wealth Advisors
Illinois
$334K -$52K -984 -14%
CCA
2875
Catalyst Capital Advisors
New York
$333K -$231K -4,365 -42%