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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
3026
Marotta Asset Management
Virginia
$241K – – –
FCG
3027
Fielder Capital Group
Tennessee
$240K -$117K -2,271 -32%
HIF
3028
Hill Island Financial
Michigan
$240K -$5.78K -112 -2%
MWM
3029
Manske Wealth Management
Texas
$240K +$5.78K +112 +2%
DA
3030
Detalus Advisors
Missouri
$239K -$722 -14 -0.3%
SWM
3031
Steinberganna Wealth Management
New York
$238K +$2.84K +55 +1%
RBC
3032
Roble Belko & Company
Pennsylvania
$238K +$241K +4,677 +2,339%
AWA
3033
Aletheian Wealth Advisors
Washington
$238K +$252K +4,880 New
ACL
3034
Applied Capital LLC
Florida
$237K – – –
FWTB
3035
First Western Trust Bank
Colorado
$237K +$5.93K +115 +2%
1CM
3036
1492 Capital Management
Wisconsin
$237K -$2.94K -57 -1%
MFP
3037
Meridian Financial Partners
Virginia
$236K +$42.1K +816 +21%
CIG
3038
Cascade Investment Group
Colorado
$236K – – –
EA
3039
Eclectic Associates
California
$236K +$52 +1 +0%
FFM
3040
Flagstone Financial Management
Nebraska
$236K -$82.6K -1,600 -25%
NWMG
3041
Nicholson Wealth Management Group
South Carolina
$236K – – –
CA
3042
Cannon Advisors
North Carolina
$235K +$31.2K +604 +14%
CPIA
3043
Cornell Pochily Investment Advisors
New York
$235K +$464 +9 +0.2%
EMC
3044
Everest Management Corp
California
$235K +$39.9K +774 +19%
LI
3045
LifeWealth Investments
Florida
$234K -$5.37K -104 -2%
EWA
3046
Eagle Wealth Advisors
Connecticut
$234K +$7.12K +138 +3%
BFA
3047
Ballast Financial Advisors
Pennsylvania
$233K – – –
UWP
3048
Uniting Wealth Partners
Kansas
$233K -$1.29K -25 -0.5%
AC
3049
Annandale Capital
Texas
$233K – – –
SA
3050
Scarborough Advisors
Maryland
$233K +$5.11K +99 +2%