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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
3051
Swisher Financial Concepts
Ohio
$233K +$206 +4 +0.1%
SL
3052
Salomon & Ludwin
Virginia
$233K -$10.3K -200 -4%
IWB
3053
Innovative Wealth Building
Maryland
$233K +$1.45K +28 +0.6%
CAM
3054
Campion Asset Management
Virginia
$233K – – –
AWA
3055
AmeriServ Wealth Advisors
Pennsylvania
$233K – – –
WA
3056
WP Advisors
California
$233K +$1.39K +27 +0.6%
VAMG
3057
Voisard Asset Management Group
Michigan
$232K -$123K -2,376 -33%
CIG
3058
Cairn Investment Group
Washington
$232K – – –
DBIA
3059
Dumont & Blake Investment Advisors
New Jersey
$232K +$1.24K +24 +0.5%
KFS
3060
Kelly Financial Services
Massachusetts
$232K – – –
MAG
3061
Meadowbrook Advisors Group
New Jersey
$231K -$22.1K -429 -8%
LSIA
3062
LaSalle St. Investment Advisors
Illinois
$231K -$15.4K -298 -6%
CCA
3063
Cottonwood Capital Advisors
Utah
$231K +$980 +19 +0.4%
CFA
3064
CWS Financial Advisors
Michigan
$230K +$1.65K +32 +0.7%
TCWM
3065
Total Clarity Wealth Management
Illinois
$230K +$8.05K +156 +3%
SPWG
3066
Sage Private Wealth Group
Illinois
$230K -$212K -4,100 -46%
AA
3067
Acorns Advisers
California
$230K +$21.4K +414 +10%
B
3068
Bensler
Washington
$230K -$361 -7 -0.1%
CWA
3069
CogentBlue Wealth Advisors
Tennessee
$230K -$5.68K -110 -2%
AIA
3070
Accelerate Investment Advisors
California
$230K +$2.63K +51 +1%
PWP
3071
Prasad Wealth Partners
Ohio
$229K +$1.81K +35 +0.7%
RIP
3072
RAM Investment Partners
Washington
$229K +$136K +2,634 +128%
PCP
3073
Panoramic Capital Partners
Oregon
$229K +$3.82K +74 +2%
CIA
3074
Compass Ion Advisors
Pennsylvania
$229K +$24.8K +481 +11%
WAS
3075
Wealth Advisory Solutions
Indiana
$228K +$3.87K +75 +2%