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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWG
2526
West Wealth Group
California
$244K +$1.17K +34 +0.5%
WAM
2527
WFA Asset Management
Wisconsin
$244K -$158K -4,609 -42%
UWM
2528
USAdvisors Wealth Management
Minnesota
$244K +$222K +6,467 New
PAM
2529
Peak Asset Management
Colorado
$244K – – –
WAL
2530
W Advisors LLC
Tennessee
$244K +$1.68K +49 +0.8%
RCM
2531
Rain Capital Management
Oregon
$243K +$4.39K +128 +2%
AWA
2532
Alaska Wealth Advisors
Alaska
$242K +$219K +6,387 New
JAM
2533
JCIC Asset Management
Ontario, Canada
$242K +$19.6K +570 +10%
SIS
2534
Sound Income Strategies
Florida
$242K -$18.7K -544 -8%
SCA
2535
Southern Capital Advisors
Tennessee
$241K +$8.27K +241 +4%
M1FG
2536
Mach-1 Financial Group
Arkansas
$241K -$2.29M -66,681 -91%
CCA
2537
Cora Capital Advisors
New Jersey
$240K +$275 +8 +0.1%
PIA
2538
Powell Investment Advisors
Florida
$240K – – –
DWP
2539
Destiny Wealth Partners
Florida
$239K -$25.9K -755 -11%
HCM
2540
Hengehold Capital Management
Ohio
$239K +$584 +17 +0.3%
AIM
2541
Alhambra Investment Management
Florida
$239K +$7.66K +223 +4%
RCWM
2542
Royal Capital Wealth Management
Indiana
$238K +$275 +8 +0.1%
JGIA
2543
Jackson Grant Investment Advisers
Connecticut
$238K -$12.2K -354 -5%
HCM
2544
HMS Capital Management
Tennessee
$238K +$215K +6,275 New
DP
2545
DDD Partners
Washington
$238K -$53K -1,543 -20%
MYIA
2546
Mount Yale Investment Advisors
Colorado
$237K +$215K +6,260 New
PAS
2547
Professional Advisory Services
Florida
$237K – – –
RWM
2548
RKL Wealth Management
Pennsylvania
$237K +$214K +6,247 New
NWM
2549
Northwest Wealth Management
Iowa
$237K -$2.92K -85 -1%
MTIC
2550
Missouri Trust & Investment Company
Missouri
$237K +$48K +1,399 +29%
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