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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
2551
Pennington Partners & Co
Maryland
$480K +$45K +846 +11%
OHIS
2552
Oak Harvest Investment Services
Texas
$479K -$14.4K -270 -3%
SWAG
2553
Spectrum Wealth Advisory Group
California
$479K +$447K +8,406 New
FFS
2554
Founders Financial Securities
Maryland
$478K -$18.3K -345 -4%
HFO
2555
Heritage Family Offices
Arizona
$477K +$128K +2,405 +40%
PEWA
2556
Pacific Excel Wealth Advisors
California
$477K +$222K +4,182 +100%
PWA
2557
Physician Wealth Advisors
Utah
$477K +$10.6K +200 +2%
SCA
2558
Sandy Cove Advisors
Massachusetts
$476K +$58K +1,090 +15%
GSIAS
2559
Garden State Investment Advisory Services
New Jersey
$476K +$957 +18 +0.2%
AWA
2560
Amplius Wealth Advisors
Pennsylvania
$476K +$3.14K +59 +0.7%
NF
2561
Nvest Financial
New Hampshire
$476K -$14.8K -278 -3%
AWM
2562
Ariadne Wealth Management
California
$476K +$5.37K +101 +1%
NI
2563
NFC Investments
Tennessee
$476K – – –
LC
2564
Lavelle Capital
California
$475K +$2.02K +38 +0.5%
NFG
2565
Nadler Financial Group
Illinois
$475K -$319 -6 -0.1%
CWM
2566
CCG Wealth Management
California
$475K +$12.3K +232 +3%
WCP
2567
Wealthcare Capital Partners
Pennsylvania
$474K +$1.28K +24 +0.3%
SWA
2568
SOA Wealth Advisors
New York
$474K +$585 +11 +0.1%
NWM
2569
Nolet Wealth Management
Texas
$474K +$45.2K +850 +11%
FCM
2570
Fogel Capital Management
Florida
$474K -$21K -394 -5%
BWAM
2571
Boyd Watterson Asset Management
Ohio
$473K -$13.8K -259 -3%
SPWM
2572
Schrum Private Wealth Management
Florida
$472K -$4.79K -90 -0.8%
CWM
2573
Cherrydale Wealth Management
New Jersey
$470K +$1.38K +26 +0.3%
HDA
2574
Harold Davidson & Associates
California
$470K +$439K +8,253 New
FA
2575
FDx Advisors
Illinois
$468K -$106K -1,985 -19%
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103
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