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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
2276
Certified Advisory Corp
Florida
$349K +$69 +2 +0%
FSA
2277
Financial Security Advisor
Virginia
$348K -$2.09K -61 -0.7%
WRPWM
2278
Werba Rubin Papier Wealth Management
California
$347K +$314K +9,153 New
TA
2279
Townsend & Associates
Colorado
$346K
KIA
2280
Kraematon Investment Advisors
Massachusetts
$346K -$39.3K -1,146 -11%
BST
2281
Bath Savings Trust
Maine
$346K -$5.42K -158 -2%
SIA
2282
Sage Investment Advisers
New York
$346K -$3.5K -102 -1%
CWM
2283
Cherrydale Wealth Management
New Jersey
$346K +$24.4K +710 +8%
LWM
2284
Lakeridge Wealth Management
Ohio
$345K -$280K -8,160 -47%
GFG
2285
Greystone Financial Group
Michigan
$345K -$23.9K -696 -7%
HCA
2286
Hyperion Capital Advisors
New York
$344K
NG
2287
Northstar Group
New York
$344K -$39.5K -1,150 -11%
FPWM
2288
FSB Premier Wealth Management
Iowa
$343K +$57.8K +1,685 +23%
CCA
2289
Cottonwood Capital Advisors
Utah
$342K -$24.9K -726 -7%
PA
2290
PSI Advisors
Florida
$342K +$309 +9 +0.1%
SFS
2291
Summit Financial Strategies
Ohio
$341K +$7.11K +207 +2%
FG
2292
Foster Group
Iowa
$340K +$50K +1,457 +19%
OPPS
2293
Obsidian Personal Planning Solutions
Maryland
$339K -$93.6K -2,728 -23%
EWM
2294
Evermay Wealth Management
Virginia
$339K -$2.33K -68 -0.8%
PPC
2295
Park Place Capital
Alabama
$338K +$8.93K +260 +3%
AFP
2296
Alpha Financial Partners
Kentucky
$337K +$1.2K +35 +0.4%
PAG
2297
Powers Advisory Group
Illinois
$337K +$71K +2,069 +30%
RC
2298
Rovin Capital
Arizona
$337K -$12.1K -353 -4%
M
2299
MOTCO
Texas
$336K +$187K +5,447 +159%
BWA
2300
Burt Wealth Advisors
Maryland
$335K +$49K +1,426 +19%