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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MSR
2101
Main Street Research
Connecticut
$618K -$5.72K -130 -0.9%
CCAM
2102
Cascades Capital Asset Management
North Carolina
$617K +$65.3K +1,484 +12%
OWA
2103
Outlook Wealth Advisors
Texas
$617K +$14.5K +330 +2%
AWA
2104
AGH Wealth Advisors
Kansas
$617K +$617K +14,031 New
CWA
2105
Canvas Wealth Advisors
Kansas
$616K -$5.15K -117 -0.8%
SLG
2106
Stanley-Laman Group
Pennsylvania
$615K – – –
SCP
2107
Sivia Capital Partners
California
$615K -$4.58K -104 -0.7%
BPW
2108
Bingham Private Wealth
California
$613K +$614K +13,953 New
BF
2109
Brucke Financial
Indiana
$613K +$583K +13,242 New
AIM
2110
Advyzon Investment Management
Illinois
$613K +$614K +13,950 New
TFA
2111
Transamerica Financial Advisors
Florida
$613K -$16K -364 -3%
EAM
2112
Everstar Asset Management
North Carolina
$612K +$199K +4,531 +48%
RWP
2113
Revolve Wealth Partners
New Jersey
$611K -$90.3K -2,052 -13%
WBWA
2114
William B. Walkup & Associates
South Carolina
$608K -$6.6K -150 -1%
MAG
2115
M3 Advisory Group
Massachusetts
$607K +$2.51K +57 +0.4%
AIM
2116
Acropolis Investment Management
Missouri
$606K -$48.6K -1,105 -7%
CA
2117
Crumly & Associates
Illinois
$605K -$54.8K -1,246 -8%
Gerber Kawasaki Wealth & Investment Management
2118
Gerber Kawasaki Wealth & Investment Management
California
$603K +$4.27K +97 +0.7%
CPA
2119
Capital Performance Advisors
California
$602K +$98.8K +2,246 +20%
BFG
2120
Berger Financial Group
Minnesota
$599K +$3.61K +82 +0.6%
TWP
2121
Tyche Wealth Partners
Texas
$597K -$27.9K -633 -4%
NMG
2122
New Millennium Group
Utah
$597K -$17.5K -397 -3%
CIA
2123
Cladis Investment Advisory
Montana
$597K -$2.16K -49 -0.4%
NCTC
2124
New Covenant Trust Company
Indiana
$596K -$10.1K -229 -2%
VW
2125
Vance Wealth
California
$596K -$63.3K -1,438 -10%