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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
GG
2301
Greenwood Gearhart
Arkansas
$447K -$14.4K -323 -3%
ABWM
2302
Alpine Bank Wealth Management
Colorado
$446K +$477K +10,695 New
AWC
2303
Adamsbrown Wealth Consultants
Kansas
$443K +$19.8K +444 +4%
HKIM
2304
Hayek Kallen Investment Management
Alabama
$443K -$62.2K -1,396 -12%
OR
2305
Olympiad Research
Connecticut
$443K +$473K +10,615 New
WFA
2306
Wellspring Financial Advisors
Ohio
$442K -$4.41K -99 -0.9%
Confluence Investment Management
2307
Confluence Investment Management
Missouri
$442K – – –
IWM
2308
Integris Wealth Management
California
$442K – – –
VST
2309
Van Strum & Towne
California
$441K – – –
DIM
2310
Delta Investment Management
California
$440K -$891 -20 -0.2%
MWM
2311
Mindset Wealth Management
Indiana
$440K +$39.5K +887 +9%
FCMC
2312
Founders Capital Management (Connecticut)
Connecticut
$439K -$85.6K -1,920 -15%
Wedge Capital Management
2313
Wedge Capital Management
North Carolina
$438K -$2.81K -63 -0.6%
BWG
2314
Beta Wealth Group
California
$435K -$30.1K -675 -6%
RMP
2315
Richards, Merrill & Peterson
Washington
$435K -$73.1K -1,640 -14%
QFW
2316
QTR Family Wealth
Florida
$435K +$465K +10,425 New
LWM
2317
Laidlaw Wealth Management
New York
$434K +$257K +5,778 +125%
CAC
2318
Certified Advisory Corp
Florida
$434K -$1.92K -43 -0.4%
CFG
2319
Carr Financial Group
Massachusetts
$433K +$52K +1,168 +13%
DTL
2320
Dynamic Technology Lab
Singapore
$433K +$462K +10,371 New
BAM
2321
Brave Asset Management
New Jersey
$433K – – –
OBWG
2322
Onyx Bridge Wealth Group
New York
$430K +$45 +1 +0%
SAMT
2323
Select Asset Management & Trust
Pennsylvania
$430K – – –
CM
2324
Cornerstone Management
Georgia
$430K – – –
SLC
2325
Second Line Capital
Louisiana
$430K +$459K +10,297 New