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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
2076
Bond & Devick Financial Network
Minnesota
$589K -$5.75K -129 -0.9%
PFA
2077
Pathway Financial Advisers
Indiana
$588K -$1.87K -42 -0.3%
WDG
2078
Wealth Dimensions Group
Ohio
$588K -$7.22K -162 -1%
FA
2079
Fermata Advisors
California
$588K +$336K +7,550 +116%
FFG
2080
Floyd Financial Group
Missouri
$587K +$45.7K +1,026 +8%
DW30
2081
Drucker Wealth 3.0
New Jersey
$587K -$26.2K -588 -4%
IF
2082
Integrity Financial
Wyoming
$586K -$36.8K -826 -6%
TCOT
2083
Trust Company of Toledo
Ohio
$586K -$5.66K -127 -0.9%
Kestra Investment Management
2084
Kestra Investment Management
Texas
$585K -$93K -2,086 -13%
MCA
2085
MSH Capital Advisors
Arizona
$585K -$15.2K -340 -2%
FSCM
2086
Front Street Capital Management
Montana
$585K -$3.33M -74,739 -84%
SLG
2087
Stanley-Laman Group
Pennsylvania
$584K – – –
TIA
2088
Tiemann Investment Advisors
California
$584K -$18.3K -410 -3%
DWM
2089
Defined Wealth Management
Oregon
$584K -$16.7K -374 -3%
AWAP
2090
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$583K -$14.5K -325 -2%
OWA
2091
Outlook Wealth Advisors
Texas
$582K -$3.92K -88 -0.6%
CA
2092
Crumly & Associates
Illinois
$582K +$8.87K +199 +1%
CVM
2093
Cheviot Value Management
California
$581K +$630K +14,141 New
AF
2094
Apexium Financial
Texas
$581K -$7.31K -164 -1%
IVP
2095
Intrinsic Value Partners
Arizona
$580K -$54.1K -1,214 -8%
RWP
2096
Ridgecrest Wealth Partners
California
$579K +$89.1K +2,000 +17%
Destination Wealth Management
2097
Destination Wealth Management
California
$579K -$66.8K -1,500 -10%
WBWA
2098
William B. Walkup & Associates
South Carolina
$577K – – –
MSA
2099
Marino Stram & Associates
Massachusetts
$577K +$27.5K +618 +5%
BRG
2100
Bay Rivers Group
Virginia
$577K +$25K +560 +4%