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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2476
FMB Wealth Management
California
$449K – – –
FTA
2477
Financial & Tax Architects
Missouri
$448K +$16.4K +336 +4%
BAS
2478
Breakthru Advisory Services
Wisconsin
$448K +$424K +8,689 New
LGA
2479
Lebenthal Global Advisors
New York
$447K -$17.7K -363 -4%
CA
2480
Crumly & Associates
Illinois
$447K -$164K -3,369 -28%
SAM
2481
Strive Asset Management
Ohio
$447K -$25.5K -522 -6%
MFGP
2482
Marshall Financial Group (Pennsylvania)
Pennsylvania
$447K +$2.15K +44 +0.5%
RYIA
2483
Roehl & Yi Investment Advisors
Oregon
$446K -$1.12K -23 -0.3%
TT
2484
TI-Trust
Illinois
$446K – – –
JTWM
2485
Jackson Thornton Wealth Management
Alabama
$445K +$169K +3,456 +63%
LWM
2486
LeConte Wealth Management
Tennessee
$445K +$78.2K +1,602 +23%
RBC
2487
Romano Brothers & Co
Illinois
$444K – – –
EL
2488
EWA LLC
Pennsylvania
$442K +$21.8K +447 +5%
SWM
2489
Segment Wealth Management
Texas
$442K – – –
PA
2490
Perennial Advisors
New York
$442K -$3.66K -75 -0.9%
BI
2491
Ballast Inc
Kentucky
$442K – – –
DI
2492
DDFG Inc
California
$441K +$36.9K +757 +10%
RCM
2493
Raleigh Capital Management
North Carolina
$440K -$36.5K -748 -8%
TW
2494
Traveka Wealth
California
$440K +$5.61K +115 +1%
HFS
2495
Howard Financial Services
Texas
$439K +$10K +205 +2%
SP
2496
Successful Portfolios
Florida
$436K +$5.85K +120 +1%
HAS
2497
HBW Advisory Services
California
$436K -$53.5K -1,097 -11%
SWA
2498
SFMG Wealth Advisors
Texas
$435K +$781 +16 +0.2%
BBW
2499
Blue Barn Wealth
Utah
$434K +$17.9K +366 +5%
AC
2500
Addison Capital
Pennsylvania
$433K -$126K -2,586 -24%
98 99
100
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