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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
Members Trust
2876
Members Trust
Florida
$334K -$21K -397 -6%
KFAS
2877
Keating Financial Advisory Services
Kansas
$334K +$321K +6,070 New
OWA
2878
ORBA Wealth Advisors
Illinois
$334K -$52K -984 -14%
CCA
2879
Catalyst Capital Advisors
New York
$333K -$231K -4,365 -42%
CBT
2880
Central Bank & Trust
Kentucky
$333K -$3.81K -72 -1%
RF
2881
Rossby Financial
Florida
$333K +$121K +2,288 +61%
UFF
2882
USA Financial Formulas
Michigan
$331K -$150K -2,836 -32%
1IA
2883
1834 Investment Advisors
Wisconsin
$331K -$162K -3,058 -34%
SIAP
2884
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$331K – – –
PGF
2885
Plan Group Financial
Oklahoma
$330K +$318K +6,007 New
RFG
2886
REAP Financial Group
Texas
$330K +$33.2K +629 +12%
VBFP
2887
Valtinson Bruner Financial Planning
Minnesota
$329K – – –
PWMG
2888
Private Wealth Management Group
New Jersey
$329K -$26.4K -500 -8%
WH
2889
Willner & Heller
California
$329K +$1.53K +29 +0.5%
HPIA
2890
Hamilton Point Investment Advisors
North Carolina
$329K -$423 -8 -0.1%
SNB
2891
Security National Bank
Nebraska
$329K +$132K +2,490 +71%
ACC
2892
Acorn Creek Capital
Colorado
$328K +$9.57K +181 +3%
SWGC
2893
Summit Wealth Group (Colorado)
Colorado
$328K -$1.47M -27,732 -82%
ITFISA
2894
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$327K -$891K -16,853 -74%
MAM
2895
McLaughlin Asset Management
Illinois
$327K +$314K +5,947 New
MWA
2896
Motive Wealth Advisors
Michigan
$326K +$1.37K +26 +0.4%
JESC
2897
J.E. Simmons & Co
Texas
$326K +$313K +5,921 New
AWM
2898
Abound Wealth Management
Tennessee
$326K +$16.5K +312 +6%
CA
2899
CWC Advisors
Oregon
$325K -$4.49K -85 -1%
TPWA
2900
Twin Peaks Wealth Advisors
California
$325K +$34.3K +649 +13%