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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
2476
Mirador Capital Partners
California
$453K -$12K -233 -2%
FBB
2477
Fulton Breakefield Broenniman
Maryland
$453K -$118K -2,284 -20%
SCM
2478
Sollinda Capital Management
Florida
$452K +$2.89K +56 +0.6%
BSG
2479
Black Swift Group
Colorado
$451K – – –
FWA
2480
Flagship Wealth Advisors
Massachusetts
$450K -$107K -2,070 -18%
CAG
2481
Centerpoint Advisory Group
Kansas
$449K – – –
RFG
2482
Range Financial Group
Oregon
$449K +$22.5K +436 +5%
WKWM
2483
Walter & Keenan Wealth Management
Indiana
$447K +$619 +12 +0.1%
CHA
2484
Cooper/Haims Advisors
New York
$446K +$18.2K +353 +4%
RMP
2485
Richards, Merrill & Peterson
Washington
$445K -$10.3K -200 -2%
SA
2486
Sonoma Allocations
California
$444K -$83.2K -1,612 -15%
LTI
2487
Laffer Tengler Investments
Tennessee
$444K -$18.8K -364 -4%
VWM
2488
Vertrix Wealth Management
Michigan
$444K +$470K +9,099 New
PAG
2489
Poinciana Advisors Group
Florida
$443K – – –
SIM
2490
SSI Investment Management
California
$441K – – –
RCI
2491
RS Crum Inc
California
$440K +$310 +6 +0.1%
FDS
2492
Freedom Day Solutions
Texas
$440K – – –
EWM
2493
Elevation Wealth Management
Minnesota
$439K -$57.5K -1,115 -11%
FRM
2494
Fox Run Management
Connecticut
$439K +$479K +9,288 New
BI
2495
Ballast Inc
Kentucky
$438K – – –
IWA
2496
Inspirion Wealth Advisors
Illinois
$437K +$877 +17 +0.2%
EWS
2497
Eagle Wealth Strategies
New Jersey
$437K -$9.8K -190 -2%
PCMF
2498
Private Capital Management (Florida)
Florida
$437K – – –
LWM
2499
LeConte Wealth Management
Tennessee
$436K -$10.7K -207 -2%
CWA
2500
Consilio Wealth Advisors
Washington
$436K -$23.6K -457 -5%
98 99
100
101 102