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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
2076
Richard W. Paul & Associates
Michigan
$634K -$31.2K -710 -5%
PW
2077
Paladin Wealth
Minnesota
$634K +$26K +591 +4%
BFC
2078
Bedel Financial Consulting
Indiana
$634K +$26.4K +600 +5%
MCA
2079
Magnolia Capital Advisors
Mississippi
$634K +$634K +14,416 New
HB
2080
HTLF Bank
Colorado
$633K -$28.6K -651 -4%
TIA
2081
Tiemann Investment Advisors
California
$633K -$3.3K -75 -0.5%
MCA
2082
MSH Capital Advisors
Arizona
$631K -$14.7K -333 -2%
DWM
2083
Defined Wealth Management
Oregon
$631K +$5.68K +129 +0.9%
CCA
2084
Coign Capital Advisors
Utah
$631K +$632K +14,356 New
Ferguson Wellman Capital Management
2085
Ferguson Wellman Capital Management
Oregon
$631K +$47.1K +1,071 +8%
SWM
2086
Selective Wealth Management
Virginia
$630K -$60.1K -1,365 -9%
PBF
2087
Petix & Botte Financial
California
$630K – – –
AWAP
2088
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$629K -$5.41K -123 -0.9%
WDG
2089
Wealth Dimensions Group
Ohio
$626K +$351K +7,989 +128%
SWRP
2090
Summit Wealth & Retirement Planning
California
$625K +$41.6K +945 +7%
AIC
2091
Archer Investment Corporation
Indiana
$624K +$264 +6 +0%
TCOT
2092
Trust Company of Toledo
Ohio
$622K +$38.4K +872 +7%
PFA
2093
Pathway Financial Advisers
Indiana
$622K +$606K +13,779 +3,796%
NFA
2094
Northern Financial Advisors
Michigan
$621K -$69.1K -1,570 -10%
ML
2095
McAdam LLC
Pennsylvania
$620K +$100K +2,276 +19%
TCWA
2096
Turtle Creek Wealth Advisors
Texas
$620K +$53.5K +1,216 +9%
HCM
2097
Hall Capital Management
Rhode Island
$620K +$620K +14,096 New
AF
2098
Apexium Financial
Texas
$619K +$1.58K +36 +0.3%
BSTWA
2099
Blake Schutter Theil Wealth Advisors
Ohio
$619K -$795K -18,071 -56%
SSWM
2100
Sheets Smith Wealth Management
North Carolina
$618K +$5.46K +124 +0.9%