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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
1CM
2926
1492 Capital Management
Wisconsin
$207K -$3.25K -73 -1%
HWA
2927
HMV Wealth Advisors
Louisiana
$206K
FCMT
2928
Founders Capital Management (Texas)
Texas
$206K +$45 +1 +0%
CWM
2929
Crowley Wealth Management
Delaware
$206K +$1.96K +44 +0.9%
CCM
2930
Collar Capital Management
Wisconsin
$206K -$5.08K -114 -2%
SL
2931
Sentinus LLC
Illinois
$205K +$219K +4,914 New
TPWM
2932
Twelve Points Wealth Management
Massachusetts
$205K -$14K -314 -6%
WAS
2933
Wealth Advisory Solutions
Indiana
$205K +$312 +7 +0.1%
ACM
2934
Ascent Capital Management
Oregon
$205K +$2.27K +51 +1%
AWA
2935
AmeriServ Wealth Advisors
Pennsylvania
$204K
BAM
2936
Blueshift Asset Management
New Jersey
$204K +$218K +4,890 New
WP
2937
Wealthspan Partners
Iowa
$204K
BWM
2938
BKM Wealth Management
Wisconsin
$204K +$446 +10 +0.2%
WC
2939
Weil Company
California
$204K
MAM
2940
Marotta Asset Management
Virginia
$203K +$10.2K +228 +5%
EWA
2941
Encompass Wealth Advisors
Oregon
$202K -$14.4K -323 -6%
AT
2942
American Trust
Kentucky
$202K -$172K -3,854 -44%
CFFP
2943
Center for Financial Planning
Michigan
$202K -$7.89K -177 -4%
MWA
2944
Motive Wealth Advisors
Michigan
$202K -$25.7K -577 -11%
FFM
2945
Flagstone Financial Management
Nebraska
$202K
EA
2946
Eclectic Associates
California
$202K +$11.8K +265 +6%
FGWP
2947
Founders Grove Wealth Partners
Virginia
$202K -$5.26K -118 -2%
BIA
2948
BHK Investment Advisors
Alabama
$202K -$238K -5,350 -53%
Members Trust
2949
Members Trust
Florida
$201K -$35.4K -795 -14%
HDIM
2950
Hanson & Doremus Investment Management
Vermont
$201K +$111K +2,500 +108%