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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
2401
J.L. Bainbridge & Co
Florida
$425K +$2.95K +67 +0.7%
VDI
2402
Vaughan David Investments
Illinois
$424K -$197K -4,475 -32%
MWM
2403
Mindset Wealth Management
Indiana
$424K -$108K -2,463 -20%
CWM
2404
Centurion Wealth Management
Virginia
$424K +$6.25K +142 +1%
CWA
2405
Consilium Wealth Advisory
Texas
$423K – – –
KCPG
2406
Kavar Capital Partners Group
Kansas
$423K -$13.2K -299 -3%
MHR
2407
Matthew Hamilton Rosenberg
$423K +$11.9K +270 +3%
CDWM
2408
Campbell Deegan Wealth Management
Virginia
$420K +$421K +9,559 New
BST
2409
Bath Savings Trust
Maine
$420K -$2.9K -66 -0.7%
CCG
2410
Chatham Capital Group
Georgia
$420K -$8.8K -200 -2%
CAIM
2411
Catherine Avery Investment Management
Florida
$419K +$419K +9,531 New
FWA
2412
Flagship Wealth Advisors
Massachusetts
$418K +$419K +9,516 New
DA
2413
Dover Advisors
Virginia
$417K -$28.6K -650 -6%
ACP
2414
Argyle Capital Partners
California
$416K +$417K +9,475 New
SA
2415
Strategic Advocates
Utah
$416K -$357K -8,106 -46%
OFG
2416
Oxford Financial Group
Indiana
$416K -$20.5K -467 -5%
ELC
2417
Edgar Lomax Company
Virginia
$416K +$416K +9,455 New
AIM
2418
Aigen Investment Management
New York
$415K -$5.15M -116,988 -93%
AMCA
2419
Arthur M. Cohen & Associates
Illinois
$414K +$2.42K +55 +0.6%
RCI
2420
RS Crum Inc
California
$413K -$26.1K -593 -6%
AIP
2421
Almanack Investment Partners
Pennsylvania
$413K -$176 -4 -0%
BWA
2422
BlueChip Wealth Advisors
Georgia
$413K -$42.8K -972 -9%
FSA
2423
Financial Security Advisor
Virginia
$410K +$880 +20 +0.2%
TA
2424
Townsend & Associates
Colorado
$410K – – –
KW
2425
KWB Wealth
California
$409K -$6.86K -156 -1%