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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HIF
2926
Hill Island Financial
Michigan
$258K +$10.8K +221 +5%
FH
2927
Financial Harvest
Florida
$257K +$5.03K +103 +2%
FDW
2928
Fourth Dimension Wealth
Ohio
$257K +$35.1K +719 +17%
RFG
2929
RFP Financial Group
Georgia
$257K -$98 -2 -0%
SAMC
2930
Spectrum Asset Management (California)
California
$257K +$25.8K +528 +12%
SLWA
2931
San Luis Wealth Advisors
California
$257K +$243K +4,978 New
TRIA
2932
Trail Ridge Investment Advisors
Colorado
$257K +$4.59K +94 +2%
WWA
2933
Wingate Wealth Advisors
Massachusetts
$255K +$241K +4,943 New
CWM
2934
Crowley Wealth Management
Delaware
$255K +$293 +6 +0.1%
WF
2935
WinCap Financial
Massachusetts
$255K +$49 +1 +0%
CFFP
2936
Center for Financial Planning
Michigan
$255K
IRAG
2937
Investment Research & Advisory Group
Georgia
$255K +$683 +14 +0.3%
CCM
2938
Collar Capital Management
Wisconsin
$254K
MPIA
2939
Milestones Private Investment Advisors
New York
$254K
RFM
2940
Royal Fund Management
Florida
$254K -$224K -4,592 -59%
EFL
2941
ERn Financial LLC
Wisconsin
$253K +$25.6K +524 +12%
1CM
2942
1492 Capital Management
Wisconsin
$253K +$1.12K +23 +0.5%
MWM
2943
Manske Wealth Management
Texas
$253K +$3.02K +62 +1%
WS
2944
Wela Strategies
Georgia
$253K -$5.9K -121 -2%
LWM
2945
Lionshead Wealth Management
New York
$253K +$239K +4,907 New
KF
2946
KKM Financial
Illinois
$253K -$215K -4,400 -47%
AWA
2947
AmeriServ Wealth Advisors
Pennsylvania
$253K
WP
2948
Wealthspan Partners
Iowa
$252K
EA
2949
Eclectic Associates
California
$250K +$878 +18 +0.4%
RP
2950
Riverwater Partners
Wisconsin
$250K +$237K +4,853 New