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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
2301
Integris Wealth Management
California
$510K +$8.37K +199 +2%
CFP
2302
Cascade Financial Partners
California
$508K
FCM
2303
Fire Capital Management
California
$508K +$38.3K +910 +9%
PCM
2304
Pinnbrook Capital Management
New York
$507K +$451K +10,719 New
VAG
2305
VisionPoint Advisory Group
Texas
$507K +$451K +10,719 New
FC
2306
Financial Council
Maryland
$507K +$252 +6 +0.1%
FFC
2307
First Financial Corp
Indiana
$506K -$39.8K -945 -8%
OFS
2308
Orrstown Financial Services
Pennsylvania
$504K +$25.7K +611 +6%
G
2309
GenTrust
Florida
$504K -$164K -3,902 -27%
CT
2310
Clearstead Trust
Maine
$503K +$96.9K +2,304 +28%
SAW
2311
Signal Advisors Wealth
Michigan
$503K -$1.09M -25,897 -71%
BWAM
2312
Boyd Watterson Asset Management
Ohio
$503K +$14.9K +354 +3%
WIM
2313
Warwick Investment Management
Texas
$502K +$123K +2,916 +38%
RA
2314
Riversedge Advisors
Delaware
$502K +$35.4K +841 +9%
ACM
2315
Aster Capital Management
United Arab Emirates
$501K +$446K +10,595 New
HWM
2316
Hemington Wealth Management
Virginia
$501K -$8.04K -191 -2%
MWM
2317
Mindset Wealth Management
Indiana
$501K +$2.19K +52 +0.5%
AFA
2318
Allium Financial Advisors
Oregon
$500K -$16.6K -395 -4%
DIM
2319
Delta Investment Management
California
$500K +$252 +6 +0.1%
FCMC
2320
Founders Capital Management (Connecticut)
Connecticut
$497K
CWM
2321
Cahaba Wealth Management
Georgia
$497K -$50.2K -1,194 -10%
TWA
2322
TCI Wealth Advisors
Arizona
$496K -$67.1K -1,596 -13%
AWM
2323
Ariadne Wealth Management
California
$496K +$24.9K +592 +6%
VFP
2324
Verus Financial Partners
Virginia
$496K
VST
2325
Van Strum & Towne
California
$496K -$4K -95 -0.9%