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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AIIMS
2151
Analyst IMS Investment Management Services
Israel
$419K +$43K +1,254 +13%
TFA
2152
Toth Financial Advisory
Virginia
$417K +$7.04K +205 +2%
BWCS
2153
Beirne Wealth Consulting Services
Connecticut
$417K -$127K -3,699 -25%
HKIM
2154
Hayek Kallen Investment Management
Alabama
$417K +$107K +3,120 +40%
TAM
2155
Townsend Asset Management
North Carolina
$417K +$65.9K +1,920 +21%
CAM
2156
Cozad Asset Management
Illinois
$416K -$1.37K -40 -0.4%
CRWM
2157
Castle Rock Wealth Management
California
$415K -$32.2K -937 -8%
BWM
2158
Bullock Wealth Management
Indiana
$414K +$379K +11,036 New
FFC
2159
First Financial Corp
Indiana
$413K -$55.6K -1,620 -13%
SWP
2160
Semus Wealth Partners
Florida
$413K +$3.36K +98 +0.9%
NWA
2161
New World Advisors
Massachusetts
$413K -$66.9K -1,950 -15%
Arax Advisory Partners
2162
Arax Advisory Partners
Colorado
$412K +$1.96K +57 +0.5%
MWAM
2163
Manhattan West Asset Management
California
$412K +$2.33K +68 +0.6%
UAG
2164
United Advisor Group
Ohio
$412K +$373K +10,862 New
MCWA
2165
Meadow Creek Wealth Advisors
Georgia
$411K +$45.5K +1,325 +14%
Confluence Investment Management
2166
Confluence Investment Management
Missouri
$409K -$343K -10,000 -48%
AFG
2167
ABLE Financial Group
Arizona
$409K -$10.4K -304 -3%
OFS
2168
Oldfather Financial Services
Nebraska
$408K – – –
FFA
2169
Florida Financial Advisors
Florida
$408K -$1.83M -53,194 -83%
OL
2170
Optas LLC
Texas
$407K +$1.89K +55 +0.5%
JCM
2171
Jag Capital Management
Missouri
$407K +$58.5K +1,703 +19%
APC
2172
Aspire Private Capital
North Carolina
$407K -$1.54K -45 -0.4%
SIC
2173
Sigma Investment Counselors
Michigan
$406K – – –
APW
2174
Austin Private Wealth
Texas
$406K -$95.4K -2,780 -20%
BAM
2175
Brave Asset Management
New Jersey
$406K +$24.1K +701 +7%