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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
2526
Ridgewood Investments
New Jersey
$226K +$15.8K +350 +7%
TPW
2527
Tiller Private Wealth
Pennsylvania
$226K +$17.8K +395 +8%
PMFA
2528
Plante Moran Financial Advisors
Michigan
$225K -$249K -5,517 -50%
NSAM
2529
North Star Asset Management
Wisconsin
$225K -$9.02K -200 -4%
1WM
2530
1900 Wealth Management
Texas
$225K – – –
PSP
2531
Principal Street Partners
Tennessee
$225K +$1.76K +39 +0.7%
TFF
2532
The Family Firm
Maryland
$224K +$1.85K +41 +0.8%
CCG
2533
Chatham Capital Group
Georgia
$223K -$18.5K -410 -7%
RCI
2534
RS Crum Inc
California
$223K – – –
CAP
2535
Columbia Advisory Partners
Washington
$223K +$2.17K +48 +0.9%
SIC
2536
SJS Investment Consulting
Ohio
$223K +$24.9K +551 +11%
RGC
2537
Roberts, Glore & Co
Illinois
$222K -$7.08K -157 -3%
PFC
2538
Poplar Forest Capital
California
$222K – – –
TWM
2539
Tradition Wealth Management
Minnesota
$222K +$71.9K +1,593 +42%
NIM
2540
Nexus Investment Management
Ontario, Canada
$221K – – –
PWA
2541
Physician Wealth Advisors
Utah
$221K – – –
BWP
2542
BSW Wealth Partners
Colorado
$220K -$122K -2,703 -34%
PBF
2543
Petix & Botte Financial
California
$220K +$240K +5,328 New
OIS
2544
Okabena Investment Services
Minnesota
$219K – – –
HFS
2545
Horizon Financial Services
North Carolina
$219K +$2.84K +63 +1%
UWM
2546
USAdvisors Wealth Management
Minnesota
$219K +$240K +5,324 New
LP
2547
LGL Partners
Pennsylvania
$218K -$38.3K -849 -14%
SDH
2548
Sloy Dahl & Holst
Washington
$218K -$451 -10 -0.2%
SLWS
2549
Swaine & Leidel Wealth Services
Florida
$218K +$9.84K +218 New
JF
2550
JSF Financial
California
$218K +$11.1K +246 +5%
100 101
102
103 104