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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
2526
Lavaca Capital
Texas
$486K +$34.6K +650 +8%
TWA
2527
Tulsa Wealth Advisors
Oklahoma
$485K +$91K +1,711 +25%
AAG
2528
Asset Advisory Group
New Jersey
$484K +$53 +1 +0%
ONSWM
2529
Old North State Wealth Management
North Carolina
$484K +$2.13K +40 +0.5%
WSFG
2530
Wall Street Financial Group
Illinois
$483K +$32.5K +611 +8%
BIM
2531
Baldwin Investment Management
Pennsylvania
$483K -$532K -10,000 -54%
CWG
2532
Crown Wealth Group
North Carolina
$482K +$10.5K +197 +2%
WCG
2533
Weaver Consulting Group
California
$482K +$4.84K +91 +1%
HCM
2534
Hengehold Capital Management
Ohio
$482K -$12.7K -239 -3%
CA
2535
Cache Advisors
California
$481K – – –
WJA
2536
Willis Johnson & Associates
Texas
$480K -$641K -12,061 -59%
RCM
2537
Raleigh Capital Management
North Carolina
$480K -$8.56K -161 -2%
PPC
2538
Pennington Partners & Co
Maryland
$480K +$45K +846 +11%
OHIS
2539
Oak Harvest Investment Services
Texas
$479K -$14.4K -270 -3%
SWAG
2540
Spectrum Wealth Advisory Group
California
$479K +$447K +8,406 New
FFS
2541
Founders Financial Securities
Maryland
$478K -$18.3K -345 -4%
HFO
2542
Heritage Family Offices
Arizona
$477K +$128K +2,405 +40%
PEWA
2543
Pacific Excel Wealth Advisors
California
$477K +$222K +4,182 +100%
PWA
2544
Physician Wealth Advisors
Utah
$477K +$10.6K +200 +2%
SCA
2545
Sandy Cove Advisors
Massachusetts
$476K +$58K +1,090 +15%
GSIAS
2546
Garden State Investment Advisory Services
New Jersey
$476K +$957 +18 +0.2%
AWA
2547
Amplius Wealth Advisors
Pennsylvania
$476K +$3.14K +59 +0.7%
NF
2548
Nvest Financial
New Hampshire
$476K -$14.8K -278 -3%
AWM
2549
Ariadne Wealth Management
California
$476K +$5.37K +101 +1%
NI
2550
NFC Investments
Tennessee
$476K – – –
100 101
102
103 104