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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SSW
2201
Stone Summit Wealth
Florida
$418K -$3.83K -100 -0.9%
WCM
2202
Wedge Capital Management
North Carolina
$417K -$40.5K -1,057 -9%
SHFA
2203
SC&H Financial Advisors
Maryland
$417K +$167K +4,346 +71%
BAM
2204
Brave Asset Management
New Jersey
$417K -$8.47K -221 -2%
Cohen & Steers
2205
Cohen & Steers
New York
$415K -$7.67K -200 -2%
AT
2206
Arlington Trust
Alabama
$413K – – –
BWM
2207
Bullock Wealth Management
Indiana
$413K -$27.3K -712 -6%
APC
2208
Aspire Private Capital
North Carolina
$412K -$14.2K -371 -3%
TC
2209
TradeLink Capital
Illinois
$410K +$395K +10,300 New
CM
2210
Cornerstone Management
Georgia
$410K – – –
CPSAC
2211
Chas P. Smith & Associates (CPS)
Florida
$409K – – –
GCIM
2212
Gunn & Company Investment Management
Florida
$409K +$394K +10,289 New
MAG
2213
Mayfair Advisory Group
Alabama
$409K – – –
DIM
2214
Delta Investment Management
California
$408K +$9.7K +253 +3%
PFA
2215
Pathway Financial Advisors
Vermont
$406K +$2.11K +55 +0.5%
KFSC
2216
Keystone Financial Services (Colorado)
Colorado
$406K +$29.6K +773 +8%
EIP
2217
Ellis Investment Partners
Pennsylvania
$405K +$124K +3,239 +47%
LCOV
2218
London Company of Virginia
Virginia
$405K -$5.86K -153 -1%
FG
2219
Foster Group
Iowa
$405K +$46.3K +1,207 +13%
RWS
2220
Resolute Wealth Strategies
Mississippi
$405K -$6.48K -169 -2%
AWC
2221
Adamsbrown Wealth Consultants
Kansas
$404K +$1.23K +32 +0.3%
LNB
2222
Ledyard National Bank
$403K -$135K -3,528 -26%
SAA
2223
Southeast Asset Advisors
Georgia
$402K +$268 +7 +0.1%
UAG
2224
United Advisor Group
Ohio
$400K -$31.1K -812 -7%
MCM
2225
Morton Capital Management
California
$399K – – –