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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
2176
Bond & Devick Financial Network
Minnesota
$591K -$67.8K -1,612 -11%
MBFW
2177
Morton Brown Family Wealth
Pennsylvania
$591K
AWM
2178
Activest Wealth Management
Florida
$591K -$883 -21 -0.2%
SEIA
2179
Signature Estate & Investment Advisors
California
$590K +$29.5K +701 +6%
VHAM
2180
Van Hulzen Asset Management
California
$590K +$146K +3,459 +38%
AFG
2181
ABLE Financial Group
Arizona
$589K -$28K -665 -5%
MEG
2182
Millstone Evans Group
Colorado
$588K
ETC
2183
Exchange Traded Concepts
Oklahoma
$587K +$289K +6,862 +124%
AWG
2184
Altus Wealth Group
Colorado
$584K -$883 -21 -0.2%
GC
2185
Garde Capital
Washington
$584K +$36.1K +859 +7%
FOA
2186
Five Oceans Advisors
California
$583K +$17K +405 +3%
TWM
2187
Tradition Wealth Management
Minnesota
$579K -$1.68K -40 -0.3%
PWP
2188
Phillips Wealth Planners
Mississippi
$578K +$516K +12,268 New
TC
2189
Trilogy Capital
California
$578K +$205K +4,869 +66%
CFG
2190
Copley Financial Group
California
$577K -$46.7K -1,111 -8%
VP
2191
Verum Partners
North Carolina
$577K -$3.91K -93 -0.8%
MEAC
2192
M.E. Allison & Co
Texas
$577K -$29.2K -693 -5%
GDP
2193
Great Diamond Partners
Maine
$576K +$122K +2,896 +31%
SIC
2194
Sigma Investment Counselors
Michigan
$574K +$21.9K +521 +4%
FAIM
2195
Financial Advocates Investment Management
Washington
$574K -$417K -9,918 -45%
CPW
2196
Cove Private Wealth
New York
$574K +$221K +5,263 +77%
SWP
2197
Semus Wealth Partners
Florida
$574K +$41.2K +979 +9%
SP
2198
Saranac Partners
$574K +$510K +12,121 New
LPP
2199
Life Planning Partners
Florida
$573K -$26.5K -630 -5%
TWM
2200
Thrive Wealth Management
Pennsylvania
$573K +$14.8K +351 +3%