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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2476
Walker Asset Management
Missouri
$529K -$14.7K -278 -3%
AWP
2477
Axis Wealth Partners
Rhode Island
$529K +$44.4K +839 +10%
WWC
2478
Waypoint Wealth Counsel
Georgia
$528K +$45.8K +866 +10%
MAG
2479
Mayfair Advisory Group
Alabama
$528K – – –
SWM
2480
Segment Wealth Management
Texas
$527K +$53.7K +1,016 +12%
TWA
2481
Tulsa Wealth Advisors
Oklahoma
$527K +$506K +9,577 New
KWM
2482
KW Wealth Management
California
$526K +$1.32K +25 +0.3%
WMA
2483
West Michigan Advisors
Michigan
$526K -$33.4K -632 -6%
DWP
2484
Destiny Wealth Partners
Florida
$526K +$793 +15 +0.1%
MWA
2485
Medallion Wealth Advisors
Connecticut
$526K +$65.6K +1,241 +15%
CW
2486
Channel Wealth
California
$525K +$10.4K +196 +2%
CCG
2487
Chatham Capital Group
Georgia
$525K – – –
ORC
2488
O'Rourke & Company
Massachusetts
$525K -$2.11K -40 -0.4%
OBWA
2489
Oak Barrel Wealth Advisory
Virginia
$525K +$504K +9,544 New
MCP
2490
Mirador Capital Partners
California
$524K -$4.28K -81 -0.8%
ACM
2491
Allred Capital Management
Texas
$524K -$634 -12 -0.1%
FWP
2492
Forefront Wealth Partners
Texas
$523K +$5.39K +102 +1%
LCWP
2493
Legacy Capital Wealth Partners
Arkansas
$523K +$9.57K +181 +2%
CWM
2494
Cherrydale Wealth Management
New Jersey
$522K +$687 +13 +0.1%
SA
2495
Sovran Advisors
California
$522K -$46.6K -882 -8%
SSCA
2496
South Shore Capital Advisors
Massachusetts
$522K +$502K +9,491 New
FNT
2497
First Nebraska Trust
Nebraska
$522K +$205K +3,886 +69%
ACP
2498
Argyle Capital Partners
California
$521K – – –
LTI
2499
Laffer Tengler Investments
Tennessee
$521K +$208K +3,943 +71%
RWS
2500
Resolute Wealth Strategies
Mississippi
$520K -$18K -340 -3%
98 99
100
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