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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1626
Freedom Investment Management
Connecticut
$660K -$57.1K -1,931 -7%
MC
1627
Miramar Capital
Illinois
$660K -$160K -5,394 -18%
PIA
1628
Perennial Investment Advisors
California
$659K -$6.51K -220 -0.9%
GLLW
1629
Graves Light Lenhart Wealth
Virginia
$659K +$710 +24 +0.1%
IIC
1630
Integrated Investment Consultants
Michigan
$658K -$102K -3,444 -13%
FNBOO
1631
First National Bank of Omaha
Nebraska
$658K +$13.6K +461 +2%
IFPG
1632
Intrepid Financial Planning Group
Indiana
$658K
DMBA
1633
Deseret Mutual Benefit Administrators
Utah
$657K -$46.7K -1,578 -6%
FMB
1634
Field & Main Bank
Kentucky
$657K -$4.88K -165 -0.7%
BA
1635
Bridgewater Advisors
New York
$656K -$1.57K -53 -0.2%
AIA
1636
Arbor Investment Advisors
North Carolina
$656K -$8.82K -298 -1%
BFA
1637
Beacon Financial Advisory
Ohio
$656K +$17.6K +594 +3%
JDR
1638
Jay D. Rosenbaum
$655K -$281K -9,506 -28%
RZH
1639
Relyea Zuckerberg Hanson
Connecticut
$654K +$140K +4,747 +25%
WP
1640
Westmount Partners
California
$653K +$20.7K +698 +3%
PWP
1641
Pursue Wealth Partners
California
$653K -$91.5K -3,094 -11%
TA
1642
Tectonic Advisors
Texas
$652K +$33.6K +1,136 +5%
MCM
1643
Mitchell Capital Management
Kansas
$651K -$3.52K -119 -0.5%
EP
1644
Edgestream Partners
New Jersey
$651K -$802K -27,111 -53%
MMA
1645
Miracle Mile Advisors
California
$650K +$5.98K +202 +0.9%
APC
1646
Aspire Private Capital
North Carolina
$648K +$11.6K +391 +2%
ONST
1647
Old North State Trust
North Carolina
$646K -$237 -8 -0%
CFMC
1648
Curbstone Financial Management Corp
New Hampshire
$646K
WF
1649
Wayfinding Financial
Washington
$645K -$12.9K -437 -2%
NMG
1650
New Millennium Group
Utah
$644K -$34.9K -1,178 -5%