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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
2476
Alpha Financial Partners
Kentucky
$413K -$18.8K -447 -5%
ECA
2477
Elevated Capital Advisors
Utah
$412K – – –
CFO
2478
CVA Family Office
Colorado
$412K -$9.47K -225 -3%
VC
2479
Vicus Capital
Pennsylvania
$412K +$1.18K +28 +0.3%
FWM
2480
FMB Wealth Management
California
$411K +$42 +1 +0%
RYIA
2481
Roehl & Yi Investment Advisors
Oregon
$411K -$6.35K -151 -2%
AWM
2482
Allen Wealth Management
North Carolina
$410K -$10.1K -240 -3%
TT
2483
TI-Trust
Illinois
$409K – – –
PA
2484
Perennial Advisors
New York
$409K – – –
CWA
2485
Consilio Wealth Advisors
Washington
$409K -$5.68K -135 -2%
FF
2486
Francis Financial
$408K +$28.8K +685 +9%
CCP
2487
Clarity Capital Partners
California
$408K -$2.52K -60 -0.7%
MFGP
2488
Marshall Financial Group (Pennsylvania)
Pennsylvania
$407K +$1.89K +45 +0.5%
CAS
2489
CTC Alternative Strategies
Illinois
$407K +$109K +2,600 +43%
RBC
2490
Romano Brothers & Co
Illinois
$407K -$38.2K -909 -10%
TSMHT
2491
Thurston Springer Miller Herd & Titak
Indiana
$406K -$33.7K -802 -9%
SWM
2492
Segment Wealth Management
Texas
$405K +$7.28K +173 +2%
BI
2493
Ballast Inc
Kentucky
$405K -$1.36M -32,222 -79%
HCM
2494
Hengehold Capital Management
Ohio
$405K +$24.6K +584 +7%
BFA
2495
Beacon Financial Advisory
Ohio
$405K +$41.6K +988 +13%
NFG
2496
Nadler Financial Group
Illinois
$403K +$42 +1 +0%
AG
2497
AmeriFlex Group
Nevada
$402K -$48.2K -1,145 -12%
TFA
2498
Transamerica Financial Advisors
Florida
$399K -$22.5K -535 -6%
SWA
2499
SFMG Wealth Advisors
Texas
$398K -$97K -2,305 -22%
TW
2500
Traveka Wealth
California
$398K -$162K -3,851 -31%
98 99
100
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