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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCP
2576
Wealthcare Capital Partners
Pennsylvania
$320K +$16.2K +364 +5%
CWP
2577
CFM Wealth Partners
Texas
$318K -$20.3K -455 -6%
GA
2578
Goldstein Advisors
Wisconsin
$318K +$4.54K +102 +1%
BBW
2579
Blue Barn Wealth
Utah
$318K +$1.38K +31 +0.4%
IP
2580
Investment Partners
Ohio
$317K +$10.4K +233 +3%
KFG
2581
Kelly Financial Group
Connecticut
$317K -$1.11K -25 -0.3%
RCA
2582
Riverview Capital Advisers
Massachusetts
$317K – – –
CCG
2583
Catalina Capital Group
California
$317K -$988K -22,177 -75%
BAM
2584
Bellevue Asset Management
Washington
$316K +$89 +2 +0%
BFA
2585
Beacon Financial Advisory
Ohio
$316K -$2.09K -47 -0.6%
SPWM
2586
Spartan Planning & Wealth Management
North Carolina
$315K -$344K -7,710 -51%
WCWM
2587
Willow Creek Wealth Management
California
$315K +$24.9K +558 +8%
CPC
2588
Consolidated Planning Corp
Georgia
$315K -$24.5K -549 -7%
HAM
2589
Hickory Asset Management
Ohio
$315K -$3.48K -78 -1%
MPCA
2590
Madison Park Capital Advisors
Washington
$314K -$9.4K -211 -3%
ACP
2591
Arcus Capital Partners
Georgia
$314K +$45.4K +1,019 +16%
TSS
2592
Two Sigma Securities
New York
$314K -$585K -13,136 -64%
TFGT
2593
TS Financial Group (TSFG)
Illinois
$314K -$16.8K -376 -5%
LWL
2594
Leo Wealth LLC
Texas
$314K -$226K -5,082 -40%
NWM
2595
Northwest Wealth Management
Iowa
$313K -$33.4K -749 -9%
WKWM
2596
Walter & Keenan Wealth Management
Indiana
$313K +$50.5K +1,133 +18%
CWA
2597
Clarity Wealth Advisors
California
$313K +$87.5K +1,964 +35%
BWM
2598
BCS Wealth Management
Tennessee
$313K – – –
CCM
2599
Chickasaw Capital Management
Tennessee
$313K – – –
MWA
2600
Meridian Wealth Advisors
Texas
$313K -$4.23K -95 -1%
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