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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2501
Triton Wealth Management
Arizona
$519K -$476 -9 -0.1%
CPSAC
2502
Chas P. Smith & Associates (CPS)
Florida
$519K +$138K +2,615 +38%
CFC
2503
Coyle Financial Counsel
Illinois
$518K +$1.9K +36 +0.4%
DE
2504
DV Equities
Illinois
$517K +$497K +9,396 New
BWM
2505
BlackDiamond Wealth Management
New York
$517K +$50.1K +948 +12%
CWA
2506
Consilio Wealth Advisors
Washington
$517K +$9.62K +182 +2%
HFS
2507
Howard Financial Services
Texas
$516K +$46.4K +877 +10%
SPI
2508
Sutton Place Investors
New York
$514K +$11.8K +224 +2%
LC
2509
LCNB Corp
Ohio
$514K -$5.71K -108 -1%
RMP
2510
Richards, Merrill & Peterson
Washington
$513K -$14.4K -273 -3%
WP
2511
WealthPLAN Partners
Nebraska
$513K +$66.6K +1,259 +16%
BPAMU
2512
BTG Pactual Asset Management US
New York
$511K +$491K +9,294 New
ASC
2513
Ares Systematic Credit
$511K +$21.6K +408 New
SWA
2514
SFMG Wealth Advisors
Texas
$510K +$44.6K +843 +10%
BONST
2515
Bank of Nova Scotia Trust
Ontario, Canada
$509K +$489K +9,259 New
BSG
2516
Black Swift Group
Colorado
$509K – – –
SCM
2517
Sollinda Capital Management
Florida
$507K -$85.9K -1,625 -15%
CAG
2518
Centerpoint Advisory Group
Kansas
$506K – – –
AWM
2519
Ariadne Wealth Management
California
$506K -$24.6K -466 -5%
JWBC
2520
J.W. Burns & Co
New York
$505K -$22.9K -433 -5%
WW
2521
Westshore Wealth
California
$504K +$9.62K +182 +2%
WKWM
2522
Walter & Keenan Wealth Management
Indiana
$503K +$15.6K +295 +3%
LWM
2523
LeConte Wealth Management
Tennessee
$503K +$28.2K +533 +6%
EWS
2524
Eagle Wealth Strategies
New Jersey
$503K -$14.6K -276 -3%
NEPPG
2525
New England Professional Planning Group
Rhode Island
$503K – – –
99 100
101
102 103