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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
2576
Blue Barn Wealth
Utah
$318K +$1.38K +31 +0.4%
IP
2577
Investment Partners
Ohio
$317K +$10.4K +233 +3%
KFG
2578
Kelly Financial Group
Connecticut
$317K -$1.11K -25 -0.3%
RCA
2579
Riverview Capital Advisers
Massachusetts
$317K – – –
CCG
2580
Catalina Capital Group
California
$317K -$988K -22,177 -75%
BAM
2581
Bellevue Asset Management
Washington
$316K +$89 +2 +0%
BFA
2582
Beacon Financial Advisory
Ohio
$316K -$2.09K -47 -0.6%
SPWM
2583
Spartan Planning & Wealth Management
North Carolina
$315K -$344K -7,710 -51%
WCWM
2584
Willow Creek Wealth Management
California
$315K +$24.9K +558 +8%
CPC
2585
Consolidated Planning Corp
Georgia
$315K -$24.5K -549 -7%
HAM
2586
Hickory Asset Management
Ohio
$315K -$3.48K -78 -1%
MPCA
2587
Madison Park Capital Advisors
Washington
$314K -$9.4K -211 -3%
ACP
2588
Arcus Capital Partners
Georgia
$314K +$45.4K +1,019 +16%
TSS
2589
Two Sigma Securities
New York
$314K -$585K -13,136 -64%
TFGT
2590
TS Financial Group (TSFG)
Illinois
$314K -$16.8K -376 -5%
LWL
2591
Leo Wealth LLC
Texas
$314K -$226K -5,082 -40%
NWM
2592
Northwest Wealth Management
Iowa
$313K -$33.4K -749 -9%
WKWM
2593
Walter & Keenan Wealth Management
Indiana
$313K +$50.5K +1,133 +18%
CWA
2594
Clarity Wealth Advisors
California
$313K +$87.5K +1,964 +35%
BWM
2595
BCS Wealth Management
Tennessee
$313K – – –
CCM
2596
Chickasaw Capital Management
Tennessee
$313K – – –
MWA
2597
Meridian Wealth Advisors
Texas
$313K -$4.23K -95 -1%
AI
2598
AXS Investments
New York
$311K -$14.6K -327 -4%
RMC
2599
Ring Mountain Capital
California
$311K -$12.3K -277 -4%
LCM
2600
Logan Capital Management
Pennsylvania
$311K -$1.56K -35 -0.5%
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