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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
M
2876
MOTCO
Texas
$335K +$34.8K +654 +13%
KFP
2877
Keystone Financial Planning
Ohio
$335K – – –
CFG
2878
Carter Financial Group
Illinois
$335K -$12.7K -239 -4%
GC
2879
GatePass Capital
Ohio
$335K +$22.3K +420 +8%
DOA
2880
D'Orazio & Associates
Virginia
$334K +$44.2K +832 +17%
MCM
2881
Monument Capital Management
Virginia
$334K +$24.1K +453 +8%
CWA
2882
Centennial Wealth Advisory
Michigan
$334K -$2.66K -50 -0.8%
AIP
2883
Almanack Investment Partners
Pennsylvania
$334K +$3.14K +59 +1%
CA
2884
CWC Advisors
Oregon
$334K -$3.14K -59 -1%
Members Trust
2885
Members Trust
Florida
$332K -$18.8K -353 -6%
EB
2886
Exchange Bank
California
$332K +$310K +5,830 New
FPW
2887
Flywheel Private Wealth
California
$332K – – –
CA
2888
Cannon Advisors
North Carolina
$331K +$33.9K +638 +13%
AMCA
2889
Arthur M. Cohen & Associates
Illinois
$331K +$1.49K +28 +0.5%
TC
2890
Toews Corporation
New Jersey
$331K +$309K +5,805 New
SRC
2891
Sage Rhino Capital
California
$331K +$8.83K +166 +3%
MCCP
2892
Mission Creek Capital Partners
California
$330K -$2.34K -44 -0.2%
KCAM
2893
Kagan Cocozza Asset Management
New Jersey
$330K -$7.61K -143 -2%
LWA
2894
LifeGoal Wealth Advisors
New York
$330K +$308K +5,789 New
MFG
2895
Mission Financial Group
Nevada
$328K +$307K +5,765 New
NC
2896
North Capital
Utah
$328K -$3.03K -57 -1%
CIM
2897
Capital Investment Management
Missouri
$328K -$372 -7 -0.1%
BAM
2898
Byrne Asset Management
New Jersey
$328K – – –
PWM
2899
Paulson Wealth Management
Illinois
$327K +$29.6K +557 +11%
SWR
2900
Spahn Wealth & Retirement
Arizona
$327K -$3M -56,408 -91%