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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PFW
1626
Petros Family Wealth
Minnesota
$1.62M +$492K +9,316 +46%
WA
1627
Wealth Architects
California
$1.62M -$15.8K -298 -1%
NCM
1628
NCM Capital Management
New Jersey
$1.62M -$60K -1,136 -4%
FNBSF
1629
First National Bank Sioux Falls
South Dakota
$1.61M – – –
UAG
1630
United Advisor Group
Ohio
$1.6M -$55.3K -1,046 -3%
CGH
1631
CMG Global Holdings
Texas
$1.6M -$4.81K -91 -0.3%
FNBTCON
1632
First National Bank & Trust Co of Newtown
Pennsylvania
$1.59M – – –
GWM
1633
Greenwich Wealth Management
Connecticut
$1.59M +$1.37K +26 +0.1%
VFA
1634
Voya Financial Advisors
Connecticut
$1.59M -$5.97K -113 -0.4%
IWM
1635
Iams Wealth Management
Nebraska
$1.59M -$64.4K -1,218 -4%
TCP
1636
TMB Capital Partners
Arkansas
$1.58M +$1.52M +28,723 New
FFA
1637
Florida Financial Advisors
Florida
$1.58M +$219K +4,137 +17%
NL
1638
Navalign LLC
California
$1.57M +$10.8K +204 +0.7%
Cassaday & Co Wealth Management
1639
Cassaday & Co Wealth Management
Virginia
$1.57M +$8.04K +152 +0.5%
PCA
1640
Purkiss Capital Advisors
Connecticut
$1.57M -$112K -2,117 -7%
SM
1641
Sweeney & Michel
California
$1.57M +$3.96K +75 +0.3%
BIP
1642
Blueprint Investment Partners
North Carolina
$1.57M +$147K +2,788 +11%
MA
1643
MJP Associates
Connecticut
$1.57M +$67.7K +1,280 +5%
AAG
1644
Armstrong Advisory Group
Massachusetts
$1.56M -$370 -7 -0%
BFG
1645
Bouchey Financial Group
New York
$1.56M +$8.35K +158 +0.6%
AAM
1646
Augustine Asset Management
Florida
$1.56M -$2.22K -42 -0.1%
PP
1647
PDS Planning
Ohio
$1.56M +$30.2K +572 +2%
GHAM
1648
Gilman Hill Asset Management
Connecticut
$1.56M -$146K -2,763 -9%
FPWM
1649
FSB Premier Wealth Management
Iowa
$1.55M -$10.4K -196 -0.7%
RK
1650
Rather & Kittrell
Tennessee
$1.55M +$77.6K +1,468 +5%