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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2526
Fiduciary Planning
Florida
$420K -$100K -2,052 -20%
AWA
2527
Amplius Wealth Advisors
Pennsylvania
$419K -$155K -3,178 -28%
LWL
2528
Leo Wealth LLC
Texas
$419K -$247K -5,069 -38%
SWMG
2529
Sard Wealth Management Group
Georgia
$417K +$120K +2,462 +44%
WP
2530
WealthPLAN Partners
Nebraska
$416K -$77.3K -1,585 -16%
FA
2531
Financial Advisors
Massachusetts
$416K – – –
PWP
2532
Phillips Wealth Planners
Mississippi
$415K -$197K -4,042 -33%
WCG
2533
Weaver Consulting Group
California
$414K +$27.6K +566 +8%
HCA
2534
Heck Capital Advisors
Wisconsin
$414K +$2.1K +43 +0.5%
BWA
2535
BlueChip Wealth Advisors
Georgia
$414K -$38.1K -781 -9%
RP
2536
Rice Partnership
Hawaii
$414K -$2.19K -45 -0.6%
AWM
2537
Ameliora Wealth Management
Switzerland
$414K +$27.3K +560 +8%
HBT
2538
Hills Bank & Trust
Iowa
$413K +$20.5K +420 +6%
WSCM
2539
Wellington Shields Capital Management
New York
$413K – – –
SFWC
2540
Strategic Family Wealth Counselors
New Jersey
$413K – – –
PWA
2541
Physician Wealth Advisors
Utah
$412K +$28.3K +581 +8%
HA
2542
HC Advisors
Georgia
$411K – – –
ACS
2543
Archford Capital Strategies
Illinois
$411K +$19K +389 +5%
CWIG
2544
Chung Wu Investment Group
Texas
$410K – – –
KA
2545
Kozak & Associates
Colorado
$409K +$12.6K +259 +3%
EGM
2546
Engineers Gate Manager
New York
$408K -$15.1M -310,541 -98%
VC
2547
Veracity Capital
Georgia
$408K -$2.24K -46 -0.6%
DWAM
2548
Duncan Williams Asset Management
Tennessee
$407K +$10.6K +218 +3%
WCM
2549
WealthBridge Capital Management
Ohio
$406K +$537 +11 +0.1%
LC
2550
Lavaca Capital
Texas
$406K – – –
100 101
102
103 104