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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CFGA
2926
Cambridge Financial Group (Arizona)
Arizona
$271K – – –
SCA
2927
St. Clair Advisors
Ohio
$271K – – –
SCM
2928
SKBA Capital Management
California
$271K – – –
LJHT
2929
Laurie J. Hall Trustee
$268K – – –
SC
2930
Seldon Capital
California
$268K – – –
NRG
2931
Nemes Rush Group
Michigan
$268K +$64.2K +1,244 +29%
TCA
2932
Trifecta Capital Advisors
Illinois
$268K -$15.5K -300 -5%
IAG
2933
Innovative Advisory Group
Massachusetts
$268K +$284K +5,500 New
BOSSRA
2934
B.O.S.S. Retirement Advisors
Utah
$268K -$14.3K -277 -5%
RLIM
2935
Red Lighthouse Investment Management
New York
$268K +$284K +5,496 New
GWM
2936
Goldenstone Wealth Management
California
$268K -$8.51K -165 -3%
FGG
2937
Financial Guidance Group
Florida
$267K – – –
SI
2938
Saxon Interests
Texas
$267K -$45.5K -882 -14%
GPA
2939
Guerra Pan Advisors
New Jersey
$267K -$7.95K -154 -3%
PCFFS
2940
Pacific Center for Financial Services
California
$267K -$69.6K -1,348 -20%
MAG
2941
MRA Advisory Group
New Jersey
$266K +$10.5K +204 +4%
GC
2942
GatePass Capital
Ohio
$266K +$9.8K +190 +4%
RC
2943
Rahlfs Capital
Texas
$266K – – –
BWP
2944
Balboa Wealth Partners
Arizona
$265K -$229K -4,436 -45%
SGFG
2945
Silver Grove Financial Group
New York
$265K +$16.6K +322 +6%
SR
2946
Syntax Research
Florida
$265K -$4.75K -92 -2%
SHGA
2947
Sand Hill Global Advisors
California
$264K +$52.8K +1,024 +23%
MCM
2948
Monument Capital Management
Virginia
$264K -$10K -194 -3%
API
2949
Asset Planning Inc
California
$264K +$16.9K +328 +6%
QCIG
2950
Quad-Cities Investment Group
Iowa
$264K +$361 +7 +0.1%