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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RE
2501
Rydar Equities
Texas
$433K -$14K -286 -3%
QFA
2502
Quantum Financial Advisors
California
$433K – – –
SP
2503
Stablepoint Partners
Massachusetts
$432K – – –
WCFA
2504
Walkner Condon Financial Advisors
Wisconsin
$432K +$2.29K +47 +0.6%
FAT
2505
First American Trust
California
$432K -$41.2K -844 -9%
WCP
2506
Wealthcare Capital Partners
Pennsylvania
$431K -$829 -17 -0.2%
WA
2507
Wealthstream Advisors
New York
$431K +$7.76K +159 +2%
BP
2508
BBR Partners
New York
$431K +$14.6K +299 +4%
NFG
2509
Nadler Financial Group
Illinois
$431K -$8.78K -180 -2%
IAG
2510
Investment Advisory Group
Massachusetts
$430K -$244 -5 -0.1%
ONSWM
2511
Old North State Wealth Management
North Carolina
$430K +$2.19K +45 +0.5%
MWA
2512
Medallion Wealth Advisors
Connecticut
$429K +$2.78K +57 +0.7%
SC
2513
Stance Capital
Massachusetts
$428K -$446K -9,135 -52%
KCP
2514
Kera Capital Partners
California
$428K +$134K +2,742 +49%
CST
2515
Charles Schwab Trust
Nevada
$427K -$161K -3,307 -29%
AWM
2516
Allen Wealth Management
North Carolina
$426K -$19.5K -400 -5%
EWM
2517
Evermay Wealth Management
Virginia
$426K -$45.1K -924 -10%
NF
2518
Nvest Financial
New Hampshire
$426K +$72.5K +1,487 +22%
SP
2519
Sequent Planning
Nebraska
$425K -$2.54K -52 -0.6%
MWM
2520
Maltin Wealth Management
New Jersey
$424K +$1.95K +40 +0.5%
BWM
2521
BlackDiamond Wealth Management
New York
$424K +$3.51K +72 +0.9%
UBV
2522
United Bank (Virginia)
Virginia
$424K +$8.98K +184 +2%
MG
2523
Marex Group
$424K +$400K +8,209 New
MA
2524
Maxele Advisors
Missouri
$423K – – –
SCP
2525
Seizert Capital Partners
Michigan
$422K -$46.7M -956,356 -99%
99 100
101
102 103