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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
3101
Collar Capital Management
Wisconsin
$258K – – –
AA
3102
Acorns Advisers
California
$258K -$10.5K -197 -4%
DI
3103
Disciplined Investments
Oklahoma
$258K +$106 +2 +0%
RHAM
3104
Round Hill Asset Management
California
$258K -$23.9K -450 -9%
KWA
3105
Kondo Wealth Advisors
California
$258K -$139K -2,605 -37%
FCM
3106
Fortis Capital Management
Washington
$258K +$241K +4,523 New
CIA
3107
Compass Ion Advisors
Pennsylvania
$257K -$9.15K -172 -4%
PRP
3108
Peak Retirement Planning
Ohio
$257K +$240K +4,508 New
BWMG
3109
Barnes Wealth Management Group
California
$257K +$240K +4,504 New
MMG
3110
Monetary Management Group
Missouri
$256K -$37.2K -700 -13%
IWB
3111
Innovative Wealth Building
Maryland
$256K -$15.4K -289 -6%
SWA
3112
Sightline Wealth Advisors
Connecticut
$255K +$7.45K +140 +3%
B
3113
Bensler
Washington
$255K -$13K -244 -5%
Hudson Bay Capital Management
3114
Hudson Bay Capital Management
Connecticut
$254K -$335K -6,290 -59%
MCM
3115
MontVue Capital Management
Virginia
$254K +$1.33K +25 +0.6%
RCA
3116
Riverview Capital Advisers
Massachusetts
$253K +$1.12K +21 +0.5%
EA
3117
Eclectic Associates
California
$253K -$21.4K -403 -8%
SIA
3118
Spectrum Investment Advisors
Wisconsin
$252K +$236K +4,430 New
MWA
3119
Madson Wealth Advisors
California
$252K +$236K +4,429 New
NS
3120
Northland Securities
Minnesota
$252K – – –
DBIA
3121
Dumont & Blake Investment Advisors
New Jersey
$252K -$17.8K -335 -7%
MFG
3122
Monte Financial Group
Connecticut
$252K +$216K +4,064 New
WAS
3123
Wealth Advisory Solutions
Indiana
$251K -$14.5K -272 -6%
HAS
3124
Holland Advisory Services
Florida
$251K +$213 +4 +0.1%
PFA
3125
Plotkin Financial Advisors
Maryland
$251K – – –