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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2526
LeConte Wealth Management
Tennessee
$503K +$28.2K +533 +6%
EWS
2527
Eagle Wealth Strategies
New Jersey
$503K -$14.6K -276 -3%
NEPPG
2528
New England Professional Planning Group
Rhode Island
$503K – – –
FSA
2529
Financial Security Advisor
Virginia
$501K +$5.71K +108 +1%
GFG
2530
Greystone Financial Group
Michigan
$500K – – –
PAG
2531
Poinciana Advisors Group
Florida
$500K +$4.33K +82 +0.9%
HR
2532
Hardy Reed
Mississippi
$499K +$14.9K +281 +3%
GWM
2533
GSB Wealth Management
Connecticut
$498K +$899 +17 +0.2%
SIM
2534
SSI Investment Management
California
$498K – – –
TBT
2535
Texas Bank & Trust
Texas
$498K +$211K +3,990 +79%
FSA
2536
Franklin Street Advisors
North Carolina
$496K +$12.6K +238 +3%
PFWA
2537
Paces Ferry Wealth Advisors
Georgia
$496K -$4.44K -84 -0.9%
FDS
2538
Freedom Day Solutions
Texas
$496K +$476 +9 +0.1%
RCI
2539
RS Crum Inc
California
$496K +$317 +6 +0.1%
XWL
2540
XXI Wealth LLC
Illinois
$496K +$477K +9,019 New
SWM
2541
Sendero Wealth Management
Texas
$496K +$16.7K +316 +4%
SC
2542
Sawyer & Company
Massachusetts
$495K -$25.2K -477 -5%
SEP
2543
Southland Equity Partners
Missouri
$495K +$2.85K +54 +0.6%
MHR
2544
Matthew Hamilton Rosenberg
$494K +$6.13K +116 +1%
SP
2545
Successful Portfolios
Florida
$494K +$20.5K +388 +5%
BI
2546
Ballast Inc
Kentucky
$494K +$22.1K +419 +5%
PCMF
2547
Private Capital Management (Florida)
Florida
$492K +$53 +1 +0%
IWA
2548
Inspirion Wealth Advisors
Illinois
$492K -$510K -9,653 -52%
HDA
2549
Harold Davidson & Associates
California
$491K – – –
JHCP
2550
Jackson Hole Capital Partners
Oklahoma
$490K +$53 +1 +0%
100 101
102
103 104