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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
2351
Ritter Daniher Financial Advisory
Ohio
$10K +$8.55K +319 New
IA
2352
Inspire Advisors
Idaho
$10K +$8.74K +326 New
BA
2353
Bellwether Advisors
Nebraska
$10K +$8.93K +333 New
IFAM
2354
Institutional & Family Asset Management
Colorado
$9K – – –
LF
2355
Lee Financial
Texas
$9K – – –
PFA
2356
Professional Financial Advisors
Nebraska
$9K – – –
WLPWM
2357
Walled Lake Planning & Wealth Management
Illinois
$9K – – –
KC
2358
Kinloch Capital
Virginia
$7K +$5.76K +215 New
DWMG
2359
DB Wealth Management Group
California
$7K +$6.17K +230 New
MFM
2360
MD Financial Management
Ontario, Canada
$7K +$6.25K +233 New
NC
2361
NewSquare Capital
Pennsylvania
$6K -$2.68K -100 -33%
CWM
2362
Cedar Wealth Management
California
$6K – – –
Q
2363
QVR
California
$6K +$4.96K +185 New
SSC
2364
Syverson Strege & Co
Iowa
$6K +$5.01K +187 New
AW
2365
Avion Wealth
Texas
$5K -$19.6K -730 -82%
SC
2366
Steph & Co
Wisconsin
$5K – – –
TCWA
2367
Ten Capital Wealth Advisors
Washington
$5K +$4.64K +173 New
CMA
2368
Cedar Mountain Advisors
Oregon
$4K – – –
IA
2369
IFS Advisors
Kansas
$4K +$3.89K +145 New
LFG
2370
Larson Financial Group
Missouri
$3K -$47.1K -1,757 -95%
ACM
2371
AUA Capital Management
Pennsylvania
$3K – – –
CIAS
2372
CBIZ Investment Advisory Services
Ohio
$2K – – –
FEG
2373
Financial Enhancement Group
Indiana
$2K +$1.74K +65 New
FGAM
2374
Financial Gravity Asset Management
Texas
$2K +$2.06K +77 New
MS
2375
Marshall & Sullivan
Washington
$1.13K -$29.5K -1,099 -97%