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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWSG
2526
Pacific Wealth Strategies Group
California
$422K +$30.3K +622 +8%
MM
2527
MQS Management
New York
$421K +$398K +8,164 New
FP
2528
Fiduciary Planning
Florida
$420K -$100K -2,052 -20%
AWA
2529
Amplius Wealth Advisors
Pennsylvania
$419K -$155K -3,178 -28%
LWL
2530
Leo Wealth LLC
Texas
$419K -$247K -5,069 -38%
SWMG
2531
Sard Wealth Management Group
Georgia
$417K +$120K +2,462 +44%
WP
2532
WealthPLAN Partners
Nebraska
$416K -$77.3K -1,585 -16%
FA
2533
Financial Advisors
Massachusetts
$416K – – –
PWP
2534
Phillips Wealth Planners
Mississippi
$415K -$197K -4,042 -33%
WCG
2535
Weaver Consulting Group
California
$414K +$27.6K +566 +8%
HCA
2536
Heck Capital Advisors
Wisconsin
$414K +$2.1K +43 +0.5%
BWA
2537
BlueChip Wealth Advisors
Georgia
$414K -$38.1K -781 -9%
RP
2538
Rice Partnership
Hawaii
$414K -$2.19K -45 -0.6%
AWM
2539
Ameliora Wealth Management
Switzerland
$414K +$27.3K +560 +8%
HBT
2540
Hills Bank & Trust
Iowa
$413K +$20.5K +420 +6%
WSCM
2541
Wellington Shields Capital Management
New York
$413K – – –
SFWC
2542
Strategic Family Wealth Counselors
New Jersey
$413K – – –
PWA
2543
Physician Wealth Advisors
Utah
$412K +$28.3K +581 +8%
HA
2544
HC Advisors
Georgia
$411K – – –
ACS
2545
Archford Capital Strategies
Illinois
$411K +$19K +389 +5%
CWIG
2546
Chung Wu Investment Group
Texas
$410K – – –
KA
2547
Kozak & Associates
Colorado
$409K +$12.6K +259 +3%
EGM
2548
Engineers Gate Manager
New York
$408K -$15.1M -310,541 -98%
VC
2549
Veracity Capital
Georgia
$408K -$2.24K -46 -0.6%
DWAM
2550
Duncan Williams Asset Management
Tennessee
$407K +$10.6K +218 +3%
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102
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