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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
NG
2376
Novem Group
New York
$495K -$19K -390 -4%
ORC
2377
O'Rourke & Company
Massachusetts
$495K -$105K -2,161 -18%
CCG
2378
Chatham Capital Group
Georgia
$493K – – –
KWM
2379
KW Wealth Management
California
$492K +$466K +9,546 New
ACM
2380
Allred Capital Management
Texas
$492K -$5.03K -103 -1%
PPWM
2381
Paragon Private Wealth Management
Kentucky
$492K +$147K +3,010 +46%
SWM
2382
Selective Wealth Management
Virginia
$492K -$157K -3,218 -25%
WFA
2383
WJ Financial Advisors
Connecticut
$492K +$465K +9,534 New
TWA
2384
Tandem Wealth Advisors
Arizona
$491K -$95.1K -1,949 -17%
CWM
2385
Cherrydale Wealth Management
New Jersey
$489K +$683 +14 +0.1%
Eisler Capital Management
2386
Eisler Capital Management
United Kingdom
$489K +$294K +6,026 +182%
GAM
2387
Gould Asset Management
California
$489K – – –
ACP
2388
Argyle Capital Partners
California
$489K – – –
LC
2389
LCNB Corp
Ohio
$488K +$878 +18 +0.2%
MAG
2390
Mayfair Advisory Group
Alabama
$487K – – –
SA
2391
Strategic Advocates
Utah
$486K – – –
EWS
2392
Eagle Wealth Strategies
New Jersey
$486K +$2.88K +59 +0.6%
FWP
2393
Forefront Wealth Partners
Texas
$486K +$93.1K +1,909 +25%
LIG
2394
Lokken Investment Group
Delaware
$485K -$1.9K -39 -0.4%
4WM
2395
44 Wealth Management
Oregon
$485K +$121K +2,472 +36%
VI
2396
Versor Investments
New York
$485K +$459K +9,400 New
SF
2397
Symphony Financial
Texas
$484K +$131K +2,695 +40%
CFC
2398
Coyle Financial Counsel
Illinois
$484K +$5.37K +110 +1%
EL
2399
Essex LLC
Illinois
$484K -$6.34K -130 -1%
CW
2400
Channel Wealth
California
$483K +$98 +2 +0%