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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
2476
Financial Security Advisor
Virginia
$529K +$36.5K +686 +8%
BSG
2477
Black Swift Group
Colorado
$527K – – –
IWA
2478
Inspirion Wealth Advisors
Illinois
$527K +$3.3K +62 +0.7%
CCAM
2479
Cascades Capital Asset Management
North Carolina
$526K -$191K -3,599 -28%
SCM
2480
Sollinda Capital Management
Florida
$525K -$2.77K -52 -0.6%
GAA
2481
Global Assets Advisory
Florida
$525K +$51.5K +968 +12%
RWM
2482
RKL Wealth Management
Pennsylvania
$524K +$55.1K +1,036 +13%
FBB
2483
Fulton Breakefield Broenniman
Maryland
$522K -$6.38K -120 -1%
PA
2484
Perennial Advisors
New York
$522K -$31.9K -600 -6%
CWM
2485
Centurion Wealth Management
Virginia
$521K -$144K -2,714 -23%
NICM
2486
Neo Ivy Capital Management
New York
$520K +$486K +9,129 New
RFG
2487
Range Financial Group
Oregon
$520K -$4.2K -79 -0.9%
VWM
2488
Vertrix Wealth Management
Michigan
$518K – – –
PAG
2489
Poinciana Advisors Group
Florida
$518K – – –
CAG
2490
Centerpoint Advisory Group
Kansas
$517K -$7.34K -138 -1%
SIM
2491
SSI Investment Management
California
$516K – – –
SWM
2492
Shepherd Wealth Management
Ohio
$515K +$429K +8,058 New
FDS
2493
Freedom Day Solutions
Texas
$514K – – –
WCFA
2494
Walkner Condon Financial Advisors
Wisconsin
$513K +$14.6K +275 +3%
CWA
2495
Consilio Wealth Advisors
Washington
$513K +$3.46K +65 +0.7%
RPSA
2496
Richard P. Slaughter Associates
Texas
$513K -$333K -6,263 -41%
SWM
2497
Sendero Wealth Management
Texas
$512K +$14K +264 +3%
EWS
2498
Eagle Wealth Strategies
New Jersey
$512K +$1.12K +21 +0.2%
FF
2499
Francis Financial
$510K +$36K +677 +8%
VC
2500
Vicus Capital
Pennsylvania
$510K +$13.6K +255 +3%
98 99
100
101 102