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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
2551
CLG LLC
California
$488K +$423 +8 +0.1%
BBPWM
2552
Blue Bell Private Wealth Management
Pennsylvania
$488K +$5.66K +107 +1%
BAS
2553
Breakthru Advisory Services
Wisconsin
$488K +$9.36K +177 +2%
AFT
2554
Alpha Family Trust
California
$487K – – –
SIA
2555
SGL Investment Advisors
Montana
$486K +$14.2K +268 +3%
VC
2556
Vicus Capital
Pennsylvania
$485K -$14.5K -274 -3%
ACP
2557
Arcus Capital Partners
Georgia
$485K +$55.5K +1,049 +13%
SPWG
2558
Sage Private Wealth Group
Illinois
$485K – – –
SAM
2559
Sagewood Asset Management
New York
$485K +$466K +8,812 New
RDFA
2560
Ritter Daniher Financial Advisory
Ohio
$484K +$4.49K +85 +1%
GPW
2561
Gentry Private Wealth
Kansas
$484K +$465K +8,797 New
CHA
2562
Cooper/Haims Advisors
New York
$483K -$17K -321 -4%
RFG
2563
Range Financial Group
Oregon
$482K -$47K -889 -9%
TFA
2564
Transamerica Financial Advisors
Florida
$482K -$110K -2,080 -19%
SWMG
2565
Sard Wealth Management Group
Georgia
$480K +$33.7K +637 +8%
AWM
2566
Allen Wealth Management
North Carolina
$480K +$24.4K +461 +6%
HCM
2567
Hengehold Capital Management
Ohio
$479K +$53 +1 +0%
FWM
2568
FMB Wealth Management
California
$478K – – –
TW
2569
Traveka Wealth
California
$477K +$7.93K +150 +2%
FCM
2570
Fogel Capital Management
Florida
$477K -$32K -605 -7%
BIA
2571
BHK Investment Advisors
Alabama
$476K +$207K +3,907 +82%
CST
2572
Charles Schwab Trust
Nevada
$476K +$19.5K +368 +4%
SWM
2573
Selective Wealth Management
Virginia
$476K -$39.1K -739 -8%
TT
2574
TI-Trust
Illinois
$476K – – –
CA
2575
Crumly & Associates
Illinois
$475K -$1.48K -28 -0.3%
101 102
103
104 105