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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FDS
2101
Freedom Day Solutions
Texas
$403K -$34.9K -1,200 -9%
Kayne Anderson Rudnick Investment Management
2102
Kayne Anderson Rudnick Investment Management
California
$402K -$13M -446,314 -97%
VFP
2103
Verus Financial Partners
Virginia
$402K +$2.21K +76 +0.6%
SW
2104
SlateStone Wealth
Florida
$401K -$207K -7,103 -37%
IA
2105
IFG Advisors
Missouri
$401K +$15K +516 +5%
OPPS
2106
Obsidian Personal Planning Solutions
Maryland
$401K -$76.1K -2,614 -18%
JDR
2107
Jay D. Rosenbaum
$400K -$351K -12,044 -50%
BIP
2108
Blueprint Investment Partners
North Carolina
$400K +$346K +11,879 New
AWG
2109
Altus Wealth Group
Colorado
$400K +$346K +11,876 New
VC
2110
Veracity Capital
Georgia
$400K -$70.5K -2,423 -17%
CG
2111
CFO4Life Group
Texas
$399K -$48K -1,649 -12%
SPWM
2112
Schrum Private Wealth Management
Florida
$398K +$49.1K +1,685 +17%
SAF
2113
Smith Anglin Financial
Texas
$398K +$71.4K +2,451 +26%
SWP
2114
Strategic Wealth Partners
Ohio
$398K -$59.3K -2,037 -15%
CWM
2115
Cahaba Wealth Management
Georgia
$398K -$84.5K -2,901 -20%
SFG
2116
Summit Financial Group
West Virginia
$398K
MAC
2117
Mason & Associates (California)
California
$396K -$107K -3,688 -24%
RWP
2118
Ridgecrest Wealth Partners
California
$396K -$233 -8 -0.1%
RMCM
2119
Reynders McVeigh Capital Management
Massachusetts
$396K -$220K -7,573 -39%
LC
2120
LCNB Corp
Ohio
$396K +$4.37K +150 +1%
NA
2121
Navellier & Associates
Nevada
$395K -$97.7K -3,356 -22%
LFP
2122
Lakeshore Financial Planning
Michigan
$395K -$25K -860 -7%
MC
2123
Middleton & Co
Massachusetts
$394K
HI
2124
Humankind Investments
New York
$393K -$12.3K -423 -3%
GFP
2125
Gryphon Financial Partners
Ohio
$393K +$104K +3,585 +44%