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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
2451
Jackson Thornton Wealth Management
Alabama
$546K +$32.1K +607 +7%
SIAG
2452
Signet Investment Advisory Group
Rhode Island
$546K -$71.5K -1,353 -12%
DIP
2453
DT Investment Partners
Pennsylvania
$545K – – –
RAM
2454
Reflection Asset Management
South Carolina
$544K +$619K +11,708 New
BWP
2455
Balboa Wealth Partners
Arizona
$543K +$56.9K +1,076 +12%
NFA
2456
Northern Financial Advisors
Michigan
$542K -$235K -4,448 -31%
PCM
2457
Park Capital Management
Wisconsin
$542K -$32.6K -616 -6%
NP
2458
Ninepoint Partners
Ontario, Canada
$542K – – –
SFC
2459
SYM Financial Corp
Indiana
$542K -$60.2K -1,139 -10%
BGAI
2460
Bruce G. Allen Investments
Colorado
$542K -$46.5K -879 -8%
ARG
2461
Advisory Resource Group
Oklahoma
$541K -$423 -8 -0.1%
DTC
2462
Davidson Trust Company
Washington
$540K +$220K +4,157 +73%
PFA
2463
Pathway Financial Advisers
Indiana
$539K +$1K +19 +0.2%
OFG
2464
Oxford Financial Group
Indiana
$539K -$116K -2,185 -18%
FCMC
2465
Founders Capital Management (Connecticut)
Connecticut
$538K -$38.1K -721 -7%
NG
2466
Novem Group
New York
$538K +$9.09K +172 +2%
GS
2467
GWN Securities
Florida
$538K +$45.7K +864 +10%
FNBOH
2468
First National Bank of Hutchinson
Kansas
$537K -$169K -3,200 -25%
CWA
2469
Consilium Wealth Advisory
Texas
$536K -$9.73K -184 -2%
BAM
2470
BOS Asset Management
Illinois
$536K +$159 +3 +0%
PP
2471
Postrock Partners
Oregon
$535K – – –
MA
2472
MBA Advisors
Pennsylvania
$533K – – –
National Philanthropic Trust
2473
National Philanthropic Trust
Pennsylvania
$533K +$139K +2,636 +37%
Hills Bank & Trust
2474
Hills Bank & Trust
Iowa
$531K +$87.2K +1,649 +21%
EL
2475
EWA LLC
Pennsylvania
$531K +$57.1K +1,081 +13%