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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
2476
Breakthru Advisory Services
Wisconsin
$448K +$424K +8,689 New
LGA
2477
Lebenthal Global Advisors
New York
$447K -$17.7K -363 -4%
CA
2478
Crumly & Associates
Illinois
$447K -$164K -3,369 -28%
SAM
2479
Strive Asset Management
Ohio
$447K -$25.5K -522 -6%
MFGP
2480
Marshall Financial Group (Pennsylvania)
Pennsylvania
$447K +$2.15K +44 +0.5%
RYIA
2481
Roehl & Yi Investment Advisors
Oregon
$446K -$1.12K -23 -0.3%
TT
2482
TI-Trust
Illinois
$446K – – –
JTWM
2483
Jackson Thornton Wealth Management
Alabama
$445K +$169K +3,456 +63%
LWM
2484
LeConte Wealth Management
Tennessee
$445K +$78.2K +1,602 +23%
RBC
2485
Romano Brothers & Co
Illinois
$444K – – –
EL
2486
EWA LLC
Pennsylvania
$442K +$21.8K +447 +5%
SWM
2487
Segment Wealth Management
Texas
$442K – – –
PA
2488
Perennial Advisors
New York
$442K -$3.66K -75 -0.9%
BI
2489
Ballast Inc
Kentucky
$442K – – –
DI
2490
DDFG Inc
California
$441K +$36.9K +757 +10%
RCM
2491
Raleigh Capital Management
North Carolina
$440K -$36.5K -748 -8%
TW
2492
Traveka Wealth
California
$440K +$5.61K +115 +1%
HFS
2493
Howard Financial Services
Texas
$439K +$10K +205 +2%
SP
2494
Successful Portfolios
Florida
$436K +$5.85K +120 +1%
HAS
2495
HBW Advisory Services
California
$436K -$53.5K -1,097 -11%
SWA
2496
SFMG Wealth Advisors
Texas
$435K +$781 +16 +0.2%
BBW
2497
Blue Barn Wealth
Utah
$434K +$17.9K +366 +5%
AC
2498
Addison Capital
Pennsylvania
$433K -$126K -2,586 -24%
RE
2499
Rydar Equities
Texas
$433K -$14K -286 -3%
QFA
2500
Quantum Financial Advisors
California
$433K – – –
98 99
100
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