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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
2501
Private Capital Management (Florida)
Florida
$509K -$1.17K -22 -0.2%
FA
2502
Fountainhead AM
New Jersey
$508K -$26.2K -492 -5%
OHWP
2503
Oak Harbor Wealth Partners
North Carolina
$508K -$76.9K -1,446 -14%
RFG
2504
RFP Financial Group
Georgia
$506K +$472K +8,876 New
BHA
2505
Beech Hill Advisors
New York
$506K – – –
AFT
2506
Alpha Family Trust
California
$505K – – –
MA
2507
MW Advisory
Georgia
$504K +$470K +8,843 New
LTI
2508
Laffer Tengler Investments
Tennessee
$504K -$13.8K -259 -3%
LCC
2509
Lincoln Capital Corp
Rhode Island
$503K -$66.8K -1,256 -12%
GWM
2510
GSB Wealth Management
Connecticut
$502K +$2.71K +51 +0.6%
VHAM
2511
Van Hulzen Asset Management
California
$502K -$28.2K -530 -6%
CA
2512
Crumly & Associates
Illinois
$501K +$8.3K +156 +2%
DAL
2513
Delta Accumulation LLC
California
$501K -$308K -5,796 -40%
1WM
2514
1900 Wealth Management
Texas
$500K +$467K +8,777 New
EC
2515
EdgeRock Capital
Colorado
$498K +$49K +921 +12%
CWMA
2516
Capstone Wealth Management (Alabama)
Alabama
$498K +$465K +8,735 New
DWP
2517
Destiny Wealth Partners
Florida
$498K -$117K -2,200 -21%
SP
2518
Successful Portfolios
Florida
$497K -$21.4K -403 -5%
LTAS
2519
Linden Thomas Advisory Services
North Carolina
$495K +$72.9K +1,371 +19%
ACS
2520
Archford Capital Strategies
Illinois
$495K +$51.6K +970 +13%
SIC
2521
SJS Investment Consulting
Ohio
$494K +$27.9K +525 +6%
CW
2522
Cornerstone Wealth
Tennessee
$493K – – –
PFWA
2523
Paces Ferry Wealth Advisors
Georgia
$493K -$14.3K -269 -3%
TW
2524
Traveka Wealth
California
$493K -$1.65K -31 -0.4%
BBPWM
2525
Blue Bell Private Wealth Management
Pennsylvania
$493K -$1.81K -34 -0.4%
99 100
101
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