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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
2526
Financial Security Advisor
Virginia
$501K +$5.71K +108 +1%
GFG
2527
Greystone Financial Group
Michigan
$500K – – –
PAG
2528
Poinciana Advisors Group
Florida
$500K +$4.33K +82 +0.9%
HR
2529
Hardy Reed
Mississippi
$499K +$14.9K +281 +3%
GWM
2530
GSB Wealth Management
Connecticut
$498K +$899 +17 +0.2%
SIM
2531
SSI Investment Management
California
$498K – – –
TBT
2532
Texas Bank & Trust
Texas
$498K +$211K +3,990 +79%
FSA
2533
Franklin Street Advisors
North Carolina
$496K +$12.6K +238 +3%
PFWA
2534
Paces Ferry Wealth Advisors
Georgia
$496K -$4.44K -84 -0.9%
FDS
2535
Freedom Day Solutions
Texas
$496K +$476 +9 +0.1%
RCI
2536
RS Crum Inc
California
$496K +$317 +6 +0.1%
XWL
2537
XXI Wealth LLC
Illinois
$496K +$477K +9,019 New
SWM
2538
Sendero Wealth Management
Texas
$496K +$16.7K +316 +4%
SC
2539
Sawyer & Company
Massachusetts
$495K -$25.2K -477 -5%
SEP
2540
Southland Equity Partners
Missouri
$495K +$2.85K +54 +0.6%
MHR
2541
Matthew Hamilton Rosenberg
$494K +$6.13K +116 +1%
SP
2542
Successful Portfolios
Florida
$494K +$20.5K +388 +5%
BI
2543
Ballast Inc
Kentucky
$494K +$22.1K +419 +5%
PCMF
2544
Private Capital Management (Florida)
Florida
$492K +$53 +1 +0%
IWA
2545
Inspirion Wealth Advisors
Illinois
$492K -$510K -9,653 -52%
HDA
2546
Harold Davidson & Associates
California
$491K – – –
JHCP
2547
Jackson Hole Capital Partners
Oklahoma
$490K +$53 +1 +0%
HCA
2548
Hyperion Capital Advisors
New York
$490K -$9.57K -181 -2%
BHA
2549
Beech Hill Advisors
New York
$488K -$41K -775 -8%
HAS
2550
HBW Advisory Services
California
$488K +$22.1K +419 +5%
100 101
102
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