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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2501
Heartwood Wealth Advisors
Virginia
$289K -$110K -2,743 -27%
WTFG
2502
Wells Trecaso Financial Group
Ohio
$288K +$240 +6 +0.1%
PCM
2503
Pennsylvania Capital Management
Pennsylvania
$288K +$9.02K +225 +3%
B
2504
Barings
North Carolina
$287K +$290K +7,245 New
TFGT
2505
TS Financial Group (TSFG)
Illinois
$287K +$13.9K +346 +5%
SL
2506
Sentry LLC
Tennessee
$287K – – –
NWM
2507
Northcape Wealth Management
New York
$287K – – –
MFA
2508
Morling Financial Advisors
California
$287K +$160 +4 +0.1%
BBW
2509
Blue Barn Wealth
Utah
$286K -$44.8K -1,119 -13%
SPI
2510
Sutton Place Investors
New York
$285K +$22K +550 +8%
FA
2511
Fountainhead AM
New Jersey
$285K -$23K -574 -7%
4WM
2512
49 Wealth Management
Texas
$285K +$288K +7,178 New
WFS
2513
Widmann Financial Services
Maryland
$285K -$18.8K -470 -6%
IWP
2514
Invenio Wealth Partners
Florida
$285K -$46.4K -1,157 -14%
APWA
2515
Atlas Private Wealth Advisors
New Jersey
$284K – – –
ASG
2516
Ariston Services Group
California
$284K -$160K -3,990 -36%
CTFG
2517
Capstone Triton Financial Group
Oklahoma
$283K -$15.9K -397 -5%
DWA
2518
Douglass Winthrop Advisors
New York
$282K +$45.8K +1,144 +19%
AIA
2519
Acute Investment Advisory
Arizona
$282K – – –
CA
2520
CGN Advisors
Kansas
$282K +$8.06K +201 +3%
DCM
2521
Donaldson Capital Management
Indiana
$282K +$2.69K +67 +1%
PAG
2522
Paladin Advisory Group
Iowa
$282K – – –
WCG
2523
Weaver Consulting Group
California
$281K -$5.33K -133 -2%
FWA
2524
FSM Wealth Advisors
Ohio
$281K +$45.3K +1,131 +19%
FBT
2525
First Bank & Trust
South Dakota
$281K -$9.94K -248 -3%
99 100
101
102 103