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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
2151
Wolff Wiese Magana
California
$292K -$443 -11 -0.2%
AI
2152
ArchPoint Investors
Florida
$292K +$277K +6,888 New
JAM
2153
JCIC Asset Management
Ontario, Canada
$290K -$9.91K -246 -3%
PFC
2154
Phocas Financial Corp
California
$290K – – –
KCM
2155
Karp Capital Management
California
$289K +$403 +10 +0.1%
CSM
2156
CAMG Solamere Management
North Carolina
$289K +$76.8K +1,906 +39%
WWMSC
2157
Wagner Wealth Management (South Carolina)
South Carolina
$288K -$76.1K -1,888 -24%
SAM
2158
Summit Asset Management
Tennessee
$285K +$31.4K +780 +13%
KFS
2159
Kaizen Financial Strategies
California
$284K +$269K +6,684 New
SEP
2160
Southland Equity Partners
Missouri
$284K +$4.27K +106 +2%
WCG
2161
Weaver Consulting Group
California
$283K – – –
CC
2162
Cypress Capital
Tennessee
$283K +$268K +6,655 New
TFGT
2163
TS Financial Group (TSFG)
Illinois
$282K +$483 +12 +0.2%
RFG
2164
Range Financial Group
Oregon
$282K +$29.3K +728 +12%
SHWM
2165
Silicon Hills Wealth Management
Texas
$282K +$30.2K +750 +13%
EBA
2166
Eagle Bay Advisors
New York
$282K +$71.1K +1,765 +36%
AI
2167
AXS Investments
New York
$281K -$405K -10,057 -60%
ACP
2168
Arcus Capital Partners
Georgia
$281K -$7.82K -194 -3%
JGIA
2169
Jackson Grant Investment Advisers
Connecticut
$281K – – –
PC
2170
Port Capital
Illinois
$280K -$5.56K -138 -2%
SIAG
2171
Signet Investment Advisory Group
Rhode Island
$280K -$2.01K -50 -0.8%
UC
2172
Unio Capital
New Jersey
$280K – – –
ZF
2173
Zhang Financial
Michigan
$278K +$53.5K +1,329 +25%
SCM
2174
SKBA Capital Management
California
$277K -$4.03K -100 -2%
HBT
2175
Hills Bank & Trust
Iowa
$277K – – –