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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
2276
Patriot Investment Management Group
Tennessee
$255K -$742 -26 -0.3%
ACP
2277
Aveo Capital Partners
Colorado
$255K -$83.1K -2,911 -25%
NFSG
2278
Newbridge Financial Services Group
Florida
$255K -$245K -8,582 -49%
TCOT
2279
Trust Company of Toledo
Ohio
$254K +$253K +8,863 New
MA
2280
MKT Advisors
California
$254K -$66.9K -2,344 -23%
B
2281
Bridgeworth
Alabama
$254K +$41.6K +1,459 +20%
QFA
2282
Quantum Financial Advisors
California
$254K – – –
NWM
2283
Northcape Wealth Management
New York
$253K +$42.8K +1,500 +21%
NCM
2284
Narwhal Capital Management
Georgia
$253K – – –
CW
2285
Channel Wealth
California
$252K -$37.6K -1,317 -13%
CWP
2286
CFM Wealth Partners
Texas
$251K – – –
MHR
2287
Matthew Hamilton Rosenberg
$251K -$80.8K -2,830 -24%
DWM
2288
Destination Wealth Management
California
$250K +$14.1K +494 +6%
FA
2289
Financial Advisors
Massachusetts
$250K -$599 -21 -0.2%
FWM
2290
Forza Wealth Management
Florida
$249K +$14.3K +500 +6%
BWM
2291
BNC Wealth Management
Oregon
$248K -$18.5K -647 -7%
MIM
2292
Meixler Investment Management
Arizona
$248K -$35.7K -1,250 -13%
CHA
2293
Cooper/Haims Advisors
New York
$247K +$1.34K +47 +0.5%
AFG
2294
Alterity Financial Group
Maine
$245K -$7.42K -260 -3%
LPAM
2295
Lodestar Private Asset Management
California
$245K -$4.59K -161 -2%
SIMG
2296
Sonora Investment Management Group
Arizona
$245K +$1.43K +50 +0.6%
BCMLT
2297
Beacon Capital Management LLC (Tennessee)
Tennessee
$244K +$7.76K +272 +3%
CA
2298
Centerpoint Advisors
Massachusetts
$244K +$970 +34 +0.4%
BSB
2299
Bangor Savings Bank
Maine
$244K -$52.4K -1,837 -18%
BMCM
2300
Bryn Mawr Capital Management
Pennsylvania
$244K -$200 -7 -0.1%