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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
3201
Smallwood Wealth Investment Management
New Jersey
$82.1K -$5.61K -115 -7%
B
3202
Birchbrook
Maine
$80.8K +$49 +1 +0.1%
PWM
3203
Peck Wealth Management
New York
$80K +$75.6K +1,550 New
TWD
3204
True Wealth Design
Ohio
$77.7K +$44.6K +915 +155%
TC
3205
Trust Company
Kansas
$77.5K -$45.5K -933 -38%
HHMI
3206
Howard Hughes Medical Institute
Maryland
$75.5K +$1.51K +31 +2%
OC
3207
Oakmont Corp
California
$75.1K – – –
KFP
3208
Keener Financial Planning
Texas
$75K – – –
MAM
3209
Meeder Asset Management
Ohio
$74.7K -$130K -2,656 -65%
MFT
3210
Moisand Fitzgerald Tamayo
Florida
$73.6K +$49 +1 +0.1%
AP
3211
Aspect Partners
Virginia
$73.4K +$9.12K +187 +15%
HFS
3212
Hopwood Financial Services
Virginia
$72.2K – – –
FFL
3213
Financial Freedom LLC
Ohio
$71.9K +$244 +5 +0.4%
VWA
3214
Valued Wealth Advisors
Utah
$70.2K +$1.22K +25 +2%
PMIM
3215
Prudent Man Investment Management
Colorado
$69.4K – – –
BC
3216
Broadwater Capital
Massachusetts
$68.7K -$3.01M -61,698 -98%
CI
3217
Clal Insurance
Israel
$67K -$1.17K -24 -2%
UFPG
3218
United Financial Planning Group
New York
$65.9K +$62.3K +1,278 New
LAM
3219
LOM Asset Management
$64K – – –
Loomis, Sayles & Company
3220
Loomis, Sayles & Company
Massachusetts
$63.8K +$1.02K +21 +2%
BL
3221
Balentine LLC
Georgia
$63.8K +$60.3K +1,236 New
CCM
3222
Cloud Capital Management
Washington
$62K +$59.3K +1,215 New
CWM
3223
Cranbrook Wealth Management
Michigan
$61.7K +$20.2K +414 +53%
Q1WB
3224
Quest 10 Wealth Builders
Virginia
$57.9K -$927 -19 -2%
FMTCOCP
3225
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$57K – – –