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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AA
2076
Addison Advisors
Vermont
$362K -$11.6K -321 -3%
RA
2077
Rise Advisors
New York
$362K -$72 -2 -0%
HBW
2078
Hazlett, Burt & Watson
West Virginia
$362K +$72 +2 +0%
CCM
2079
Carlson Capital Management
Minnesota
$362K +$42.3K +1,175 +11%
CI
2080
CX Institutional
Indiana
$361K -$22.4K -621 -5%
BLC
2081
Brown, Lisle/Cummings
Rhode Island
$361K -$44.9K -1,246 -10%
HC
2082
Hoese & Co
Minnesota
$360K
VNA
2083
Valley National Advisers
Pennsylvania
$360K +$72 +2 +0%
MTWM
2084
Masso Torrence Wealth Management
New Jersey
$359K +$5.37K +149 +1%
MFC
2085
Mechanics Financial Corp
Ohio
$359K +$9.9K +275 +2%
MHR
2086
Matthew Hamilton Rosenberg
$358K +$45.4K +1,262 +13%
CFA
2087
Cahill Financial Advisors
Minnesota
$357K +$2.59K +72 +0.6%
CBFP
2088
Cedar Brook Financial Partners
Ohio
$357K +$18K +500 +5%
HFM
2089
Harvest Fund Management
China
$357K +$96.8K +2,688 +31%
KFS
2090
Kaizen Financial Strategies
California
$355K +$182K +5,044 +79%
ACM
2091
Allred Capital Management
Texas
$354K +$9.79K +272 +2%
HA
2092
HYA Advisors
Missouri
$353K -$74.6K -2,072 -15%
RFO
2093
RiverGlades Family Offices
Florida
$352K
CWA
2094
Consilium Wealth Advisory
Texas
$350K -$18K -500 -4%
FA
2095
Financial Advisors
Massachusetts
$350K
FUBT
2096
First United Bank & Trust
Maryland
$350K +$6.3K +175 +2%
SSW
2097
Stone Summit Wealth
Florida
$350K +$18K +500 +5%
LSA
2098
L & S Advisors
California
$349K -$94.4K -2,621 -19%
ACM
2099
Alethea Capital Management
Washington
$349K -$79.5K -2,208 -16%
SAM
2100
Smithbridge Asset Management
Pennsylvania
$349K