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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2501
Medallion Wealth Advisors
Connecticut
$397K +$18.1K +431 +6%
QFA
2502
Quantum Financial Advisors
California
$397K +$2.82K +67 +0.8%
WCP
2503
Wealthcare Capital Partners
Pennsylvania
$396K +$30K +714 +9%
SP
2504
Stablepoint Partners
Massachusetts
$396K -$31.6K -750 -8%
FTA
2505
Financial & Tax Architects
Missouri
$395K +$5.68K +135 +2%
IAG
2506
Investment Advisory Group
Massachusetts
$395K +$22.8K +541 +7%
FCA
2507
Fortis Capital Advisors
Kansas
$395K -$35.8K -850 -9%
SP
2508
Successful Portfolios
Florida
$395K -$841 -20 -0.2%
WW
2509
Westshore Wealth
California
$394K -$5.17K -123 -1%
WCFA
2510
Walkner Condon Financial Advisors
Wisconsin
$394K +$41.2K +979 +13%
HFS
2511
Howard Financial Services
Texas
$393K +$26K +617 +8%
MHC
2512
May Hill Capital
Massachusetts
$393K +$13.6K +323 +4%
SP
2513
Sequent Planning
Nebraska
$392K +$5.22K +124 +2%
ONSWM
2514
Old North State Wealth Management
North Carolina
$392K +$1.89K +45 +0.5%
KMWM
2515
Keudell/Morrison Wealth Management
Oregon
$392K -$7.53K -179 -2%
JWCA
2516
J.W. Coons Advisors
Ohio
$392K – – –
BWM
2517
BlackDiamond Wealth Management
New York
$392K +$35.7K +849 +12%
AIA
2518
Arbor Investment Advisors
North Carolina
$389K +$210 +5 +0.1%
WA
2519
Wealthstream Advisors
New York
$388K +$345K +8,194 New
MA
2520
Maxele Advisors
Missouri
$388K -$11.1K -265 -3%
MWM
2521
Maltin Wealth Management
New Jersey
$387K +$34.2K +812 +11%
BWP
2522
Balboa Wealth Partners
Arizona
$385K +$342K +8,133 New
PSP
2523
Principal Street Partners
Tennessee
$385K +$342K +8,132 New
EL
2524
EWA LLC
Pennsylvania
$385K +$60.6K +1,440 +22%
LFG
2525
Lockerman Financial Group
California
$384K +$1.77K +42 +0.5%
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