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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PS
2326
Planned Solutions
California
$532K – – –
AT
2327
Avalon Trust
New Mexico
$532K +$205K +4,207 +69%
MAM
2328
MMA Asset Management
Pennsylvania
$532K -$79.7K -1,633 -14%
TCM
2329
Tradewinds Capital Management
Washington
$530K +$23.9K +490 +5%
CFG
2330
Carr Financial Group
Massachusetts
$527K -$8.05K -165 -2%
ISFAN
2331
Investor's Fiduciary Advisor Network
Washington
$527K – – –
AFA
2332
Allium Financial Advisors
Oregon
$526K -$18K -368 -3%
CPC
2333
Consolidated Planning Corp
Georgia
$526K +$138K +2,820 +38%
CM
2334
Cornerstone Management
Georgia
$526K -$4.88K -100 -1%
WMA
2335
West Michigan Advisors
Michigan
$526K -$180K -3,690 -27%
GPA
2336
Guidance Point Advisors
Massachusetts
$524K -$118K -2,427 -19%
FAM
2337
Flaharty Asset Management
Florida
$524K -$38.4K -787 -7%
WAG
2338
Wallace Advisory Group
California
$523K -$106K -2,177 -16%
PEAK6
2339
PEAK6
Illinois
$522K +$494K +10,125 New
AWAU
2340
Alliance Wealth Advisors (Utah)
Utah
$522K +$21.4K +439 +5%
VFG
2341
Victory Financial Group
Texas
$521K -$59.7K -1,224 -11%
DWP
2342
Destiny Wealth Partners
Florida
$520K +$44.7K +916 +10%
OAM
2343
Occidental Asset Management
California
$520K -$45.3K -929 -8%
FFA
2344
Fi3 Financial Advisors
Indiana
$519K +$5.03K +103 +1%
JCM
2345
Jag Capital Management
Missouri
$517K +$49.4K +1,013 +11%
FCA
2346
Fortis Capital Advisors
Kansas
$516K +$80.9K +1,658 +20%
GCS
2347
Gordian Capital (Singapore)
Singapore
$516K +$488K +10,000 New
RWI
2348
Red Wave Investments
Pennsylvania
$515K – – –
CWA
2349
Consilium Wealth Advisory
Texas
$513K +$146 +3 +0%
TWM
2350
Triton Wealth Management
Arizona
$511K +$732 +15 +0.2%