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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FA
2076
Fountainhead AM
New Jersey
$709K -$24.2K -497 -3%
BRG
2077
Bay Rivers Group
Virginia
$709K +$976 +20 +0.1%
CPWA
2078
Cerro Pacific Wealth Advisors
California
$707K -$200K -4,095 -23%
MP
2079
McDonald Partners
Ohio
$707K -$1.75M -35,795 -72%
SMC
2080
Smith, Moore & Co
Missouri
$706K +$17.3K +355 +3%
AFA
2081
AA Financial Advisors
Ohio
$705K +$276K +5,653 +70%
CIC
2082
Crawford Investment Counsel
Georgia
$705K +$30.6K +627 +5%
IVP
2083
Intrinsic Value Partners
Arizona
$704K -$2.93K -60 -0.4%
CWA
2084
Canvas Wealth Advisors
Kansas
$702K +$6.05K +124 +0.9%
WIM
2085
WealthPlan Investment Management
Nebraska
$702K +$12.1K +247 +2%
VFP
2086
Verus Financial Partners
Virginia
$701K +$146K +2,996 +28%
IRC
2087
Investors Research Corp
Georgia
$701K -$228K -4,669 -26%
CIA
2088
Cladis Investment Advisory
Montana
$700K +$49 +1 +0%
FMN
2089
Financial Management Network
California
$700K -$31.7K -649 -4%
CAM
2090
Clark Asset Management
New Hampshire
$700K +$15.4K +315 +2%
AMBIA
2091
Allen Mooney & Barnes Investment Advisors
Georgia
$700K -$139K -2,853 -17%
GC
2092
Garde Capital
Washington
$698K +$58.4K +1,198 +10%
AP
2093
Atwood & Palmer
Missouri
$698K -$47.9K -982 -7%
PWM
2094
Parkshore Wealth Management
California
$697K +$244 +5 +0%
OWA
2095
Outlook Wealth Advisors
Texas
$697K -$7.76K -159 -1%
BFA
2096
Buttonwood Financial Advisors
Maryland
$695K -$12.6K -259 -2%
TIA
2097
Traphagen Investment Advisors
New Jersey
$690K +$83.7K +1,716 +15%
AI
2098
Atom Investors
Texas
$690K -$195K -3,997 -23%
TWP
2099
Tyche Wealth Partners
Texas
$690K -$7.17K -147 -1%
MFG
2100
Menard Financial Group
Texas
$689K -$499K -10,219 -43%