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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
IIA
2426
Integral Investment Advisors
California
$226K – – –
D
2427
Diversified
Delaware
$226K +$235K +6,831 New
HWA
2428
Heartwood Wealth Advisors
Virginia
$226K +$235K +6,830 New
MWA
2429
Motive Wealth Advisors
Michigan
$226K +$235K +6,817 New
AWP
2430
Abacus Wealth Partners
California
$226K +$3.44K +100 +1%
WAM
2431
Winslow Asset Management
Ohio
$225K -$1.79K -52 -0.8%
Loomis, Sayles & Company
2432
Loomis, Sayles & Company
Massachusetts
$225K +$214K +6,222 +1,086%
UAS
2433
United Asset Strategies
New York
$224K -$34K -986 -13%
CCA
2434
Column Capital Advisors
Indiana
$224K -$34K -986 -13%
SIAP
2435
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$224K -$41.3K -1,200 -15%
STB
2436
S&T Bank
Pennsylvania
$223K -$14.5K -420 -6%
CA
2437
Crewe Advisors
Utah
$223K +$11K +320 +5%
EAM
2438
Empirical Asset Management
Massachusetts
$222K +$57.1K +1,657 +25%
RMCM
2439
Reynders McVeigh Capital Management
Massachusetts
$222K -$2.62K -76 -1%
RBCM
2440
Raub Brock Capital Management
California
$222K – – –
MWM
2441
Maltin Wealth Management
New Jersey
$221K -$699K -20,288 -75%
FFWM
2442
Future Financial Wealth Management
Ohio
$221K +$379 +11 +0.2%
OAM
2443
Occidental Asset Management
California
$220K +$229K +6,641 New
JGIA
2444
Jackson Grant Investment Advisers
Connecticut
$220K – – –
SFG
2445
StrategIQ Financial Group
Indiana
$218K +$227K +6,593 New
OWA
2446
Opal Wealth Advisors
New York
$217K -$6.82K -198 -3%
GWP
2447
Gateway Wealth Partners
Wisconsin
$217K +$226K +6,551 New
SI
2448
Saxon Interests
Texas
$217K +$207 +6 +0.1%
BC
2449
Brio Consultants
California
$216K -$20.2K -586 -8%
SFP
2450
Sandbox Financial Partners
Maryland
$216K +$225K +6,525 New