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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DAL
2501
Delta Accumulation LLC
California
$501K -$308K -5,796 -40%
1WM
2502
1900 Wealth Management
Texas
$500K +$467K +8,777 New
EC
2503
EdgeRock Capital
Colorado
$498K +$49K +921 +12%
CWMA
2504
Capstone Wealth Management (Alabama)
Alabama
$498K +$465K +8,735 New
DWP
2505
Destiny Wealth Partners
Florida
$498K -$117K -2,200 -21%
SP
2506
Successful Portfolios
Florida
$497K -$21.4K -403 -5%
LTAS
2507
Linden Thomas Advisory Services
North Carolina
$495K +$72.9K +1,371 +19%
ACS
2508
Archford Capital Strategies
Illinois
$495K +$51.6K +970 +13%
SIC
2509
SJS Investment Consulting
Ohio
$494K +$27.9K +525 +6%
CW
2510
Cornerstone Wealth
Tennessee
$493K – – –
PFWA
2511
Paces Ferry Wealth Advisors
Georgia
$493K -$14.3K -269 -3%
TW
2512
Traveka Wealth
California
$493K -$1.65K -31 -0.4%
BBPWM
2513
Blue Bell Private Wealth Management
Pennsylvania
$493K -$1.81K -34 -0.4%
RCG
2514
Regatta Capital Group
California
$493K +$11.3K +213 +3%
CHA
2515
Cooper/Haims Advisors
New York
$492K -$26.5K -498 -5%
SC
2516
Sawyer & Company
Massachusetts
$492K – – –
SWMG
2517
Sard Wealth Management Group
Georgia
$490K +$2.39K +45 +0.5%
FA
2518
Faithward Advisors
Pennsylvania
$490K -$101K -1,908 -18%
TFCP
2519
Twin Focus Capital Partners
Massachusetts
$490K – – –
RDFA
2520
Ritter Daniher Financial Advisory
Ohio
$490K -$3.24K -61 -0.7%
ACM
2521
Allred Capital Management
Texas
$489K -$3.51K -66 -0.8%
CNBOF
2522
City National Bank of Florida
Florida
$489K +$4.47K +84 +1%
FSA
2523
Franklin Street Advisors
North Carolina
$489K +$53 +1 +0%
SWM
2524
Segment Wealth Management
Texas
$488K -$70.6K -1,328 -13%
BGAI
2525
Bruce G. Allen Investments
Colorado
$487K -$13.6K -256 -3%
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