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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
2326
WJ Financial Advisors
Connecticut
$547K +$2.94K +57 +0.5%
AT
2327
Avalon Trust
New Mexico
$546K +$54.4K +1,055 +10%
SL
2328
Sentinus LLC
Illinois
$545K +$167K +3,235 +41%
WCM
2329
Weik Capital Management
Pennsylvania
$545K – – –
KTC
2330
Kentucky Trust Company
Kentucky
$544K +$2.63K +51 +0.5%
PS
2331
Planned Solutions
California
$544K -$8.15K -158 -1%
VNA
2332
Valley National Advisers
Pennsylvania
$544K +$6.86K +133 +1%
CFP
2333
Cascade Financial Partners
California
$543K – – –
CAM
2334
Cozad Asset Management
Illinois
$543K +$5.42K +105 +1%
PCG
2335
PFC Capital Group
California
$542K -$66.2K -1,283 -10%
FCA
2336
Fortis Capital Advisors
Kansas
$538K +$39.8K +772 +8%
BIS
2337
BG Investment Services
Guam
$537K +$367K +7,109 +182%
PPWM
2338
Paragon Private Wealth Management
Kentucky
$537K +$23.5K +455 +4%
BWCS
2339
Beirne Wealth Consulting Services
Connecticut
$537K +$722 +14 +0.1%
CA
2340
COFG Advisors
Illinois
$535K -$40.1K -778 -7%
North Star Asset Management
2341
North Star Asset Management
Wisconsin
$535K -$31.8K -616 -5%
FWSM
2342
First Wilshire Securities Management
California
$534K -$18.6K -360 -3%
KLCM
2343
KG&L Capital Management
Louisiana
$533K -$2.91M -56,408 -84%
ECA
2344
Elevated Capital Advisors
Utah
$532K -$291K -5,635 -34%
BFIM
2345
Beese Fulmer Investment Management
Ohio
$532K -$26.6K -515 -5%
JLBC
2346
J.L. Bainbridge & Co
Florida
$530K +$63.3K +1,226 +13%
BI
2347
Beckerman Institutional
New Jersey
$530K – – –
TWM
2348
TCFG Wealth Management
California
$529K -$45.7K -886 -8%
TIA
2349
TCFG Investment Advisors
California
$529K +$560K +10,853 New
FFG
2350
Forum Finance Group
$528K +$680K +13,170 New