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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
2901
Ironwood Investment Management
Massachusetts
$278K -$671 -13 -0.2%
LBC
2902
Leigh Baldwin & Co
New York
$278K +$4.03K +78 +1%
LWM
2903
LongView Wealth Management
Georgia
$278K -$602K -11,660 -69%
CG
2904
Clarus Group
Texas
$278K +$1.34K +26 +0.5%
IWA
2905
Invera Wealth Advisors
Oregon
$277K +$293K +5,682 New
MWS
2906
MFA Wealth Services
California
$277K +$1.24K +24 +0.4%
BAWM
2907
Bennett Associates Wealth Management
Pennsylvania
$276K -$27.5K -533 -9%
FZCM
2908
Flynn Zito Capital Management
New York
$276K +$1.81K +35 +0.6%
KA
2909
Kozak & Associates
Colorado
$276K -$18.1K -350 -6%
TPW
2910
TL Private Wealth
Texas
$275K -$15.4K -299 -5%
FUBT
2911
First United Bank & Trust
Maryland
$275K -$1.29K -25 -0.4%
SIA
2912
Sage Investment Advisers
New York
$275K +$52 +1 +0%
SRC
2913
Sage Rhino Capital
California
$275K -$103 -2 -0%
KPWG
2914
KFA Private Wealth Group
Virginia
$275K +$21.2K +410 +8%
SMA
2915
Seven Mile Advisory
New Jersey
$274K -$839K -16,268 -74%
BCM
2916
Banyan Capital Management
Georgia
$274K
KJHP
2917
K.J. Harrison & Partners
Ontario, Canada
$274K
CPA
2918
Cardiff Park Advisors
California
$274K +$877 +17 +0.3%
CFO
2919
Custos Family Office
Texas
$273K +$29.8K +577 +11%
TRIA
2920
Trail Ridge Investment Advisors
Colorado
$273K +$11.1K +215 +4%
YIM
2921
Yoffe Investment Management
Pennsylvania
$272K
CFGA
2922
Cambridge Financial Group (Arizona)
Arizona
$271K
SCA
2923
St. Clair Advisors
Ohio
$271K
SCM
2924
SKBA Capital Management
California
$271K
LJHT
2925
Laurie J. Hall Trustee
$268K