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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2601
Stablepoint Partners
Massachusetts
$461K +$740 +14 +0.2%
NFG
2602
Nadler Financial Group
Illinois
$459K – – –
RWM
2603
RKL Wealth Management
Pennsylvania
$459K +$73.4K +1,389 +20%
WCG
2604
Weaver Consulting Group
California
$459K +$16.4K +311 +4%
4WM
2605
49 Wealth Management
Texas
$458K +$61K +1,154 +16%
PWC
2606
Pathfinder Wealth Consulting
North Carolina
$457K +$439K +8,307 New
EWS
2607
Evergreen Wealth Solutions
Pennsylvania
$457K -$20.7K -392 -5%
FF
2608
Francis Financial
$456K +$740 +14 +0.2%
MWM
2609
Maltin Wealth Management
New Jersey
$455K +$2.96K +56 +0.7%
LC
2610
Lavelle Capital
California
$454K +$437K +8,261 New
PWA
2611
Physician Wealth Advisors
Utah
$454K +$13.7K +260 +3%
CT
2612
Clearstead Trust
Maine
$453K -$46.6K -881 -10%
LCOV
2613
London Company of Virginia
Virginia
$453K -$35.2K -665 -7%
SP
2614
Sequent Planning
Nebraska
$453K -$423 -8 -0.1%
SF
2615
Symphony Financial
Texas
$452K -$66.6K -1,259 -13%
AIA
2616
Arbor Investment Advisors
North Carolina
$452K -$384K -7,256 -47%
GCP
2617
GSA Capital Partners
United Kingdom
$451K -$1.7M -32,166 -80%
WCP
2618
Wealthcare Capital Partners
Pennsylvania
$451K -$8.67K -164 -2%
HPC
2619
Hobart Private Capital
North Carolina
$450K +$34.1K +646 +9%
SCP
2620
Seizert Capital Partners
Michigan
$450K – – –
FAM
2621
Flaharty Asset Management
Florida
$449K -$105K -1,987 -20%
AWA
2622
Amplius Wealth Advisors
Pennsylvania
$449K +$1.59K +30 +0.4%
MHWM
2623
Montz Harcus Wealth Management
Louisiana
$449K +$48.7K +922 +13%
JC
2624
JM2 Capital
Oklahoma
$448K +$431K +8,154 New
EWM
2625
Evermay Wealth Management
Virginia
$448K -$6.34K -120 -1%
103 104
105
106 107