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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2551
Cache Advisors
California
$411K – – –
RCG
2552
Regatta Capital Group
California
$411K -$226K -4,381 -34%
ALA
2553
Atlas Legacy Advisors
California
$411K -$93.1K -1,805 -18%
AWM
2554
Allen Wealth Management
North Carolina
$410K -$15.6K -303 -3%
SIA
2555
SGL Investment Advisors
Montana
$410K -$37.6K -729 -8%
WCG
2556
Weaver Consulting Group
California
$408K +$1.08K +21 +0.3%
BAS
2557
Breakthru Advisory Services
Wisconsin
$408K -$26.1K -505 -6%
NI
2558
NFC Investments
Tennessee
$407K +$431K +8,347 New
GSIAS
2559
Garden State Investment Advisory Services
New Jersey
$407K -$6.86K -133 -2%
NFG
2560
Nadler Financial Group
Illinois
$407K – – –
PG
2561
Prostatis Group
Maryland
$406K +$36.1K +700 +9%
SP
2562
Sequent Planning
Nebraska
$406K +$5.21K +101 +1%
HA
2563
HC Advisors
Georgia
$405K +$17.8K +345 +4%
SWA
2564
SOA Wealth Advisors
New York
$405K -$16.1K -312 -4%
LC
2565
Lavelle Capital
California
$405K +$2.37K +46 +0.6%
WCP
2566
Wealthcare Capital Partners
Pennsylvania
$405K +$5.68K +110 +1%
AWA
2567
Amplius Wealth Advisors
Pennsylvania
$405K +$7.22K +140 +2%
FF
2568
Francis Financial
$404K -$258 -5 -0.1%
CWG
2569
Crown Wealth Group
North Carolina
$402K +$24.5K +475 +6%
AWM
2570
Ariadne Wealth Management
California
$402K -$70.7K -1,371 -14%
CWM
2571
Concentrum Wealth Management
California
$402K +$425K +8,240 New
LCOV
2572
London Company of Virginia
Virginia
$401K – – –
CWM
2573
Cherrydale Wealth Management
New Jersey
$401K -$65.4K -1,268 -13%
MCC
2574
Money Concepts Capital
Florida
$400K +$167K +3,235 +65%
FAM
2575
Flaharty Asset Management
Florida
$399K +$826 +16 +0.2%
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103
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