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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CFC
2426
Coyle Financial Counsel
Illinois
$551K +$17.6K +330 +4%
PFA
2427
Pathway Financial Advisers
Indiana
$551K +$1.38K +26 +0.3%
MWA
2428
Medallion Wealth Advisors
Connecticut
$550K +$5.21K +98 +1%
BAM
2429
Blueshift Asset Management
New Jersey
$550K +$513K +9,654 New
FNT
2430
First Nebraska Trust
Nebraska
$550K
IAS
2431
Integrity Advisory Solutions
Texas
$550K +$166K +3,130 +48%
WKWM
2432
Walter & Keenan Wealth Management
Indiana
$550K +$25.7K +484 +5%
FNBOH
2433
First National Bank of Hutchinson
Kansas
$550K
TAM
2434
Townsend Asset Management
North Carolina
$549K +$798 +15 +0.2%
TGAM
2435
TBH Global Asset Management
Tennessee
$549K -$19.1K -360 -4%
OBWA
2436
Oak Barrel Wealth Advisory
Virginia
$546K +$510K +9,582 New
HPC
2437
Hobart Private Capital
North Carolina
$546K +$59.9K +1,126 +13%
EWM
2438
Evolution Wealth Management
Florida
$544K +$117K +2,202 +30%
FCMC
2439
Founders Capital Management (Connecticut)
Connecticut
$544K -$9.36K -176 -2%
WAM
2440
Walker Asset Management
Missouri
$543K -$9.31K -175 -2%
TFA
2441
Transamerica Financial Advisors
Florida
$542K -$143K -2,694 -22%
SR
2442
Swiss Re
Switzerland
$541K +$461K +8,673 +1,054%
BAM
2443
BOS Asset Management
Illinois
$541K +$106 +2 +0%
BWM
2444
Bullock Wealth Management
Indiana
$541K +$493K +9,268 New
CST
2445
Charles Schwab Trust
Nevada
$540K +$51K +959 +11%
IIM
2446
InTrack Investment Management
Vermont
$540K
NF
2447
Napier Financial
Massachusetts
$540K -$585 -11 -0.1%
KBG
2448
Kahn Brothers Group
New York
$539K
SP
2449
Stablepoint Partners
Massachusetts
$539K +$5.64K +106 +1%
WAOTB
2450
Wealth Advisors of Tampa Bay
Florida
$538K -$26.6K -500 -5%