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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
1951
Zullo Investment Group
Pennsylvania
$414K +$3.42K +120 +0.8%
IA
1952
Insight Advisors
Pennsylvania
$413K -$70.6K -2,475 -15%
KW
1953
KWB Wealth
California
$412K -$39.2K -1,373 -9%
UCMOK
1954
United Capital Management of KS
Kansas
$412K +$156K +5,453 +61%
GKWIM
1955
Gerber Kawasaki Wealth & Investment Management
California
$412K -$95.2K -3,335 -19%
JSW
1956
Journey Strategic Wealth
New Jersey
$411K -$368K -12,912 -47%
PBF
1957
Petix & Botte Financial
California
$411K +$185K +6,478 +82%
SFWA
1958
Summit Financial Wealth Advisors
Louisiana
$411K -$2.25K -79 -0.5%
SSWM
1959
Sheets Smith Wealth Management
North Carolina
$411K +$20.8K +729 +5%
MWAM
1960
Manhattan West Asset Management
California
$410K -$94.9K -3,326 -19%
LCM
1961
LVM Capital Management
Michigan
$408K -$4.22K -148 -1%
NG
1962
Northstar Group
New York
$406K -$6.22K -218 -2%
BIA
1963
BHK Investment Advisors
Alabama
$406K +$9.5K +333 +2%
EHAM
1964
Eagle Harbor Asset Management
Washington
$405K +$29 +1 +0%
CI
1965
Cavalier Investments
Georgia
$404K +$25.3K +885 +7%
CFO
1966
Callan Family Office
Pennsylvania
$404K -$235K -8,248 -37%
SC
1967
Sawyer & Company
Massachusetts
$404K
SL
1968
Salomon & Ludwin
Virginia
$403K -$799 -28 -0.2%
ST
1969
Spinnaker Trust
Maine
$402K -$2.43K -85 -0.6%
Cohen & Steers
1970
Cohen & Steers
New York
$402K
HI
1971
Hudock Inc
Pennsylvania
$402K +$13.6K +476 +4%
AA
1972
Addison Advisors
Vermont
$401K +$6.08K +213 +2%
NWA
1973
New World Advisors
Massachusetts
$400K +$11.4K +400 +3%
WCM
1974
Weik Capital Management
Pennsylvania
$400K -$425K -14,900 -52%
BFG
1975
Berger Financial Group
Minnesota
$400K +$25.9K +908 +7%