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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
2951
B.O.S.S. Retirement Advisors
Utah
$303K -$10K -188 -3%
EWA
2952
Eagle Wealth Advisors
Connecticut
$303K +$27.3K +513 +11%
AFO
2953
Arrowroot Family Office
California
$302K +$47.5K +893 +20%
MWM
2954
Mosley Wealth Management
California
$302K +$244K +4,593 +646%
G
2955
GenTrust
Florida
$302K -$40.7K -765 -13%
NPT
2956
National Philanthropic Trust
Pennsylvania
$302K -$48.8K -918 -15%
VAMG
2957
Voisard Asset Management Group
Michigan
$301K +$27.5K +518 +11%
IRAG
2958
Investment Research & Advisory Group
Georgia
$301K +$691 +13 +0.3%
MSG
2959
Main Street Group
Virginia
$300K
HP
2960
Holistic Planning
Texas
$300K +$10.5K +197 +4%
TCM
2961
Traub Capital Management
Massachusetts
$300K
G
2962
Gainplan
Michigan
$299K +$5.11K +96 +2%
PWS
2963
Pursuit Wealth Strategies
North Carolina
$299K +$46.5K +875 +20%
HIM
2964
Hanlon Investment Management
New Jersey
$299K +$4.25K +80 +2%
S4W
2965
Solutions 4 Wealth
Texas
$299K +$266 +5 +0.1%
SPWG
2966
Syntegra Private Wealth Group
Missouri
$298K +$7.45K +140 +3%
MFP
2967
Meridian Financial Partners
Virginia
$297K +$6.43K +121 +3%
GFA
2968
Godfrey Financial Associates
New York
$297K
MMM
2969
Mendel Money Management
Illinois
$297K -$90.9K -1,710 -25%
GB
2970
Goepper Burkhardt
South Carolina
$296K +$213 +4 +0.1%
AWA
2971
Acorn Wealth Advisors
Michigan
$296K +$691 +13 +0.3%
MAA
2972
Mraz Amerine & Associates
California
$294K
AG
2973
AmeriFlex Group
Nevada
$294K +$88K +1,654 +47%
MF
2974
Meridian Financial
Massachusetts
$293K
RRA
2975
Round Rock Advisors
Connecticut
$293K -$5.85K -110 -2%