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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
1951
Zullo Investment Group
Pennsylvania
$841K +$7.27K +149 +0.9%
MW
1952
Maia Wealth
Colorado
$839K -$21.7K -444 -3%
FWM
1953
Forza Wealth Management
Florida
$839K – – –
IF
1954
Intrua Financial
Texas
$837K +$83.1K +1,704 +12%
Harvest Fund Management
1955
Harvest Fund Management
China
$830K -$387K -7,936 -33%
Facet Wealth Inc
1956
Facet Wealth Inc
Maryland
$829K +$132K +2,708 +20%
FCFC
1957
First Citizens Financial Corp
Iowa
$829K -$6.29K -129 -0.8%
RIM
1958
RW Investment Management
Idaho
$827K -$5.27K -108 -0.7%
PPA
1959
Pacific Point Advisors
California
$827K – – –
WP
1960
WealthShield Partners
North Carolina
$826K +$976 +20 +0.1%
Apella Capital
1961
Apella Capital
Connecticut
$825K +$163K +3,344 +26%
CWM
1962
C2C Wealth Management
Arizona
$824K – – –
BFA
1963
Benedict Financial Advisors
Georgia
$822K +$2.59K +53 +0.3%
PMA
1964
Prudent Man Advisors
Illinois
$821K -$617K -12,637 -44%
CFG
1965
CKW Financial Group
Hawaii
$820K -$98 -2 -0%
OPA
1966
Old Port Advisors
Maine
$814K -$18.1K -372 -2%
Hillsdale Investment Management
1967
Hillsdale Investment Management
Ontario, Canada
$813K -$1.23M -25,280 -62%
GDP
1968
Great Diamond Partners
Maine
$813K +$175K +3,584 +29%
HCMG
1969
Howard Capital Management Group
California
$812K – – –
PWAC
1970
Private Wealth Advisors (California)
California
$811K -$3.51K -72 -0.5%
DMBA
1971
Deseret Mutual Benefit Administrators
Utah
$810K -$39.6K -812 -5%
GIA
1972
Guyasuta Investment Advisors
Pennsylvania
$810K +$49 +1 +0%
WCM
1973
Warburton Capital Management
Oklahoma
$808K +$11.3K +231 +1%
SIG
1974
Sky Investment Group
Connecticut
$808K – – –
KIA
1975
Knollwood Investment Advisory
Maryland
$807K – – –