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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
2476
Range Financial Group
Oregon
$520K -$4.2K -79 -0.9%
VWM
2477
Vertrix Wealth Management
Michigan
$518K – – –
PAG
2478
Poinciana Advisors Group
Florida
$518K – – –
CAG
2479
Centerpoint Advisory Group
Kansas
$517K -$7.34K -138 -1%
SIM
2480
SSI Investment Management
California
$516K – – –
FDS
2481
Freedom Day Solutions
Texas
$514K – – –
WCFA
2482
Walkner Condon Financial Advisors
Wisconsin
$513K +$14.6K +275 +3%
CWA
2483
Consilio Wealth Advisors
Washington
$513K +$3.46K +65 +0.7%
RPSA
2484
Richard P. Slaughter Associates
Texas
$513K -$333K -6,263 -41%
SWM
2485
Sendero Wealth Management
Texas
$512K +$14K +264 +3%
EWS
2486
Eagle Wealth Strategies
New Jersey
$512K +$1.12K +21 +0.2%
FF
2487
Francis Financial
$510K +$36K +677 +8%
VC
2488
Vicus Capital
Pennsylvania
$510K +$13.6K +255 +3%
PCMF
2489
Private Capital Management (Florida)
Florida
$509K -$1.17K -22 -0.2%
FA
2490
Fountainhead AM
New Jersey
$508K -$26.2K -492 -5%
OHWP
2491
Oak Harbor Wealth Partners
North Carolina
$508K -$76.9K -1,446 -14%
RFG
2492
RFP Financial Group
Georgia
$506K +$472K +8,876 New
BHA
2493
Beech Hill Advisors
New York
$506K – – –
AFT
2494
Alpha Family Trust
California
$505K – – –
MA
2495
MW Advisory
Georgia
$504K +$470K +8,843 New
LTI
2496
Laffer Tengler Investments
Tennessee
$504K -$13.8K -259 -3%
LCC
2497
Lincoln Capital Corp
Rhode Island
$503K -$66.8K -1,256 -12%
GWM
2498
GSB Wealth Management
Connecticut
$502K +$2.71K +51 +0.6%
VHAM
2499
Van Hulzen Asset Management
California
$502K -$28.2K -530 -6%
CA
2500
Crumly & Associates
Illinois
$501K +$8.3K +156 +2%
98 99
100
101 102