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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
2126
Pinnacle Wealth Management Group
Michigan
$391K
RA
2127
Riversedge Advisors
Delaware
$389K +$42.1K +1,447 +14%
MBFW
2128
Morton Brown Family Wealth
Pennsylvania
$388K +$335K +11,518 New
FMTC
2129
Farmers & Merchants Trust Company
California
$387K +$2.33K +80 +0.7%
AG
2130
Algert Global
California
$387K +$335K +11,494 New
LSA
2131
L & S Advisors
California
$386K +$2.13K +73 +0.6%
WCM
2132
Wedge Capital Management
North Carolina
$385K +$1.31K +45 +0.4%
HBW
2133
Hazlett, Burt & Watson
West Virginia
$384K -$6.64K -228 -2%
VAFP
2134
Vahanian & Associates Financial Planning
New York
$383K -$56.8K -1,950 -15%
PAIM
2135
Punch & Associates Investment Management
Minnesota
$383K -$11.6K -400 -3%
OAM
2136
Oak Asset Management
California
$382K -$2.91K -100 -0.9%
CFA
2137
Cahill Financial Advisors
Minnesota
$382K +$1.05K +36 +0.3%
WWP
2138
WR Wealth Planners
Missouri
$382K -$1.83K -63 -0.6%
PSP
2139
Pacific Sage Partners
Washington
$381K
NO
2140
Ninety One
South Africa
$380K
RFO
2141
RiverGlades Family Offices
Florida
$380K
BMC
2142
Benin Management Corp
Connecticut
$380K -$29.1K -1,000 -8%
ASG
2143
Ariston Services Group
California
$378K +$327K +11,241 New
TIA
2144
Traphagen Investment Advisors
New Jersey
$378K -$138K -4,743 -30%
IWP
2145
Invenio Wealth Partners
Florida
$378K +$8.85K +304 +3%
BCM
2146
BluePath Capital Management
Georgia
$377K +$93.2K +3,201 +40%
AI
2147
AXS Investments
New York
$377K -$29.7K -1,020 -8%
1WM
2148
1900 Wealth Management
Texas
$376K -$102K -3,510 -24%
MAWA
2149
Moss Adams Wealth Advisors
Washington
$376K +$99.6K +3,421 +44%
GEA
2150
Glen Eagle Advisors
New Jersey
$374K -$24K -824 -7%