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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
2176
Capital Performance Advisors
California
$454K +$76.1K +1,899 +20%
GA
2177
Gateway Advisory
New Jersey
$454K +$6.65K +166 +1%
DWM
2178
Destination Wealth Management
California
$454K +$168K +4,202 +58%
FSA
2179
Franklin Street Advisors
North Carolina
$454K +$83.7K +2,089 +22%
OCBCO
2180
Oversea-Chinese Banking Corp (OCBC)
Singapore
$454K -$112K -2,789 -20%
SB
2181
Sunflower Bank
Texas
$454K +$30.7K +765 +7%
BMC
2182
Benin Management Corp
Connecticut
$454K +$842 +21 +0.2%
CFP
2183
Cascade Financial Partners
California
$453K
LWM
2184
LongView Wealth Management
Georgia
$453K -$13.2K -329 -3%
TFG
2185
Tilson Financial Group
New Jersey
$451K -$5.85K -146 -1%
OAM
2186
Oak Asset Management
California
$450K
PSP
2187
Pacific Sage Partners
Washington
$450K -$761 -19 -0.2%
RFO
2188
RiverGlades Family Offices
Florida
$448K
FDS
2189
Freedom Day Solutions
Texas
$448K
SWP
2190
Semus Wealth Partners
Florida
$448K +$17.2K +429 +4%
NRI
2191
NFP Retirement Inc
California
$447K -$307K -7,667 -40%
GA
2192
Geller Advisors
New York
$446K -$218K -5,427 -33%
LSA
2193
L & S Advisors
California
$446K +$24.8K +620 +6%
CCB
2194
Cutter & Co Brokerage
Missouri
$445K -$22.7K -566 -5%
AFG
2195
ABLE Financial Group
Arizona
$445K -$1.6K -40 -0.4%
CWS
2196
Cypress Wealth Services
California
$442K +$5.85K +146 +1%
KA
2197
Klingman & Associates
New York
$442K +$16.7K +416 +4%
DLCIG
2198
D.L. Carlson Investment Group
New Hampshire
$441K -$88.8K -2,216 -17%
TCPW
2199
Twin City Private Wealth
North Carolina
$441K +$6.33K +158 +1%
SBF
2200
Sara-Bay Financial
Florida
$440K -$134K -3,348 -23%