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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
3501
Quaker Wealth Management
New Jersey
$35.1K +$6.13K +116 +22%
MDCM
3502
Morgan Dempsey Capital Management
Wisconsin
$34.9K
1M
3503
1248 Management
Missouri
$34.8K
HIA
3504
HFM Investment Advisors
New Jersey
$34.4K +$28.1K +532 +566%
CFS
3505
CGC Financial Services
Oregon
$33.5K
DWS
3506
Dynamic Wealth Strategies
California
$33K
MHIP
3507
Mountain Hill Investment Partners
New Jersey
$33K
RCM
3508
Richardson Capital Management
Wisconsin
$33K
RWM
3509
RMG Wealth Management
Wisconsin
$32.9K +$2.01K +38 +6%
WPA
3510
Wealth Preservation Advisors
Tennessee
$32.3K -$476 -9 -2%
JGCM
3511
Joseph Group Capital Management
Ohio
$32.3K +$31K +587 New
CF
3512
Collier Financial
Colorado
$32.2K -$53 -1 -0.2%
GK
3513
Graney & King
New York
$31.2K
PSFG
3514
Park Square Financial Group
Georgia
$30.7K +$5.6K +106 +18%
CW
3515
CrossGen Wealth
North Carolina
$30.3K +$29.1K +550 New
KSB
3516
Kennebec Savings Bank
Maine
$30.3K
SC
3517
Steph & Co
Wisconsin
$30.1K
BWM
3518
Bernard Wealth Management
Michigan
$29.6K
NWM
3519
Nova Wealth Management
Florida
$29.1K
VWWMG
3520
Vermillion & White Wealth Management Group
Pennsylvania
$28.5K +$106 +2 +0.4%
LB
3521
Legacy Bridge
Iowa
$28.1K +$17.4K +330 +182%
GI
3522
GS Investments
Minnesota
$28.1K
BHWM
3523
Bay Harbor Wealth Management
Maryland
$27.6K +$7.98K +151 +43%
FS
3524
Financially Speaking
Colorado
$27.5K +$106 +2 +0.4%
WFA
3525
West Financial Advisors
Iowa
$27.3K