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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1651
Aft Forsyth & Sober
Florida
$954K
BFA
1652
Benedict Financial Advisors
Georgia
$954K +$273 +6 +0%
LIM
1653
Lathrop Investment Management
Arkansas
$953K +$14K +308 +1%
DCM
1654
Donaldson Capital Management
Indiana
$952K +$169K +3,719 +21%
CFG
1655
CKW Financial Group
Hawaii
$950K -$18.2K -400 -2%
DCM
1656
Deuterium Capital Management
Florida
$950K +$972K +21,342 New
OR
1657
Olympiad Research
Connecticut
$949K +$363K +7,978 +60%
MFG
1658
Merit Financial Group
Georgia
$947K +$28.6K +627 +3%
AC
1659
ASB Consultores
Florida
$944K +$966K +21,210 New
CFMC
1660
Curbstone Financial Management Corp
New Hampshire
$943K -$1.46K -32 -0.2%
TFO
1661
Tarbox Family Office
California
$942K +$1.91K +42 +0.2%
PLFAM
1662
Pineno Levin & Ford Asset Management
Virginia
$938K +$72.8K +1,598 +8%
PA
1663
PFG Advisors
Arizona
$937K -$42.2K -926 -4%
NF
1664
NTB Financial
Colorado
$936K +$958K +21,030 New
AIA
1665
AIMZ Investment Advisors
California
$933K -$9.11K -200 -0.9%
WAOTB
1666
Wealth Advisors of Tampa Bay
Florida
$932K +$694K +15,240 +267%
CAM
1667
Cypress Asset Management
Texas
$928K -$112K -2,461 -11%
RVPG
1668
Relative Value Partners Group
$927K +$46 +1 +0%
AFG
1669
Allegheny Financial Group
Pennsylvania
$923K +$1.46K +32 +0.2%
BAG
1670
Briggs Advisory Group
Rhode Island
$922K +$944K +20,723 New
SIG
1671
Sargent Investment Group
Maryland
$919K +$17.2K +377 +2%
TC
1672
Titleist Capital
Texas
$919K +$941K +20,650 New
PWM
1673
Palumbo Wealth Management
New York
$917K +$29.8K +655 +3%
BFS
1674
Bickling Financial Services
Massachusetts
$915K +$85K +1,865 +10%
WF
1675
Wayfinding Financial
Washington
$910K +$913K +20,032 New