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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
2526
Hoxton Planning & Management
West Virginia
$244K +$221K +6,444 New
WWG
2527
West Wealth Group
California
$244K +$1.17K +34 +0.5%
WAM
2528
WFA Asset Management
Wisconsin
$244K -$158K -4,609 -42%
UWM
2529
USAdvisors Wealth Management
Minnesota
$244K +$222K +6,467 New
PAM
2530
Peak Asset Management
Colorado
$244K – – –
WAL
2531
W Advisors LLC
Tennessee
$244K +$1.68K +49 +0.8%
RCM
2532
Rain Capital Management
Oregon
$243K +$4.39K +128 +2%
AWA
2533
Alaska Wealth Advisors
Alaska
$242K +$219K +6,387 New
JAM
2534
JCIC Asset Management
Ontario, Canada
$242K +$19.6K +570 +10%
SIS
2535
Sound Income Strategies
Florida
$242K -$18.7K -544 -8%
SCA
2536
Southern Capital Advisors
Tennessee
$241K +$8.27K +241 +4%
M1FG
2537
Mach-1 Financial Group
Arkansas
$241K -$2.29M -66,681 -91%
CCA
2538
Cora Capital Advisors
New Jersey
$240K +$275 +8 +0.1%
PIA
2539
Powell Investment Advisors
Florida
$240K – – –
DWP
2540
Destiny Wealth Partners
Florida
$239K -$25.9K -755 -11%
HCM
2541
Hengehold Capital Management
Ohio
$239K +$584 +17 +0.3%
AIM
2542
Alhambra Investment Management
Florida
$239K +$7.66K +223 +4%
RCWM
2543
Royal Capital Wealth Management
Indiana
$238K +$275 +8 +0.1%
JGIA
2544
Jackson Grant Investment Advisers
Connecticut
$238K -$12.2K -354 -5%
HCM
2545
HMS Capital Management
Tennessee
$238K +$215K +6,275 New
DP
2546
DDD Partners
Washington
$238K -$53K -1,543 -20%
MYIA
2547
Mount Yale Investment Advisors
Colorado
$237K +$215K +6,260 New
PAS
2548
Professional Advisory Services
Florida
$237K – – –
RWM
2549
RKL Wealth Management
Pennsylvania
$237K +$214K +6,247 New
NWM
2550
Northwest Wealth Management
Iowa
$237K -$2.92K -85 -1%
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102
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