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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2326
Opal Wealth Advisors
New York
$324K +$92.4K +2,029 +39%
KA
2327
Klingman & Associates
New York
$323K +$42K +922 +15%
Financial Engines Advisors
2328
Financial Engines Advisors
California
$322K -$83K -1,821 -20%
WAM
2329
Winslow Asset Management
Ohio
$322K – – –
PS
2330
Planned Solutions
California
$322K +$330K +7,237 New
EIP
2331
Ellis Investment Partners
Pennsylvania
$319K +$41.7K +916 +15%
TCOO
2332
Trust Company of Oklahoma
Oklahoma
$318K -$14.3K -315 -4%
HCA
2333
Heck Capital Advisors
Wisconsin
$318K +$326K +7,155 New
VCM
2334
Versant Capital Management
Arizona
$318K +$3.96K +87 +1%
EWM
2335
EPG Wealth Management
Georgia
$317K +$48K +1,053 +17%
TDC
2336
Thompson Davis & Co
Virginia
$317K +$325K +7,125 New
HFAS
2337
Hummer Financial Advisory Services
Illinois
$316K -$14.4K -316 -4%
WWM
2338
Wolff Wiese Magana
California
$316K +$9.66K +212 +3%
SFP
2339
Sandbox Financial Partners
Maryland
$316K +$68.9K +1,512 +27%
SFS
2340
Stiles Financial Services
Minnesota
$315K +$323K +7,091 New
SFG
2341
StrategIQ Financial Group
Indiana
$314K +$85.1K +1,867 +36%
AWM
2342
Aspire Wealth Management
Massachusetts
$313K +$321K +7,038 New
AWA
2343
Amplius Wealth Advisors
Pennsylvania
$313K +$321K +7,048 New
CFA
2344
Compass Financial Advisors
Indiana
$312K +$320K +7,020 New
PCFFS
2345
Pacific Center for Financial Services
California
$311K – – –
NCM
2346
Noesis Capital Mangement
Florida
$311K +$70.4K +1,546 +28%
PCI
2347
Planning Center Inc
Illinois
$311K +$303K +6,642 New
MM
2348
MQS Management
New York
$311K +$319K +6,996 New
ER
2349
Enlightenment Research
Florida
$309K -$219K -4,800 -80%
WCWM
2350
Willow Creek Wealth Management
California
$309K – – –