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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2601
Belleair Asset Management
Florida
$389K – – –
EWM
2602
Evermay Wealth Management
Virginia
$388K -$9.55K -185 -2%
CWIG
2603
Chung Wu Investment Group
Texas
$388K – – –
WCM
2604
WealthBridge Capital Management
Ohio
$385K +$619 +12 +0.2%
RWA
2605
Rooted Wealth Advisors
Illinois
$385K +$34.1K +661 +10%
DWAM
2606
Duncan Williams Asset Management
Tennessee
$385K +$1.19K +23 +0.3%
LC
2607
Lavaca Capital
Texas
$384K – – –
WW
2608
Westshore Wealth
California
$384K -$67.1K -1,300 -14%
WSFG
2609
Wall Street Financial Group
Illinois
$384K +$62.1K +1,204 +18%
RCM
2610
Radnor Capital Management
Pennsylvania
$383K – – –
GG
2611
Greenwood Gearhart
Arkansas
$383K -$11.8K -228 -3%
PCM
2612
Prelude Capital Management
New York
$383K -$354K -6,867 -47%
MWA
2613
Meridian Wealth Advisors
Texas
$383K +$12.6K +245 +3%
BWA
2614
BlueChip Wealth Advisors
Georgia
$382K – – –
LPP
2615
Life Planning Partners
Florida
$382K +$155 +3 +0%
EC
2616
EdgeRock Capital
Colorado
$381K +$29.3K +568 +8%
RFS
2617
Richardson Financial Services
Massachusetts
$380K -$722 -14 -0.2%
IWA
2618
Integrity Wealth Advisors
California
$380K +$133K +2,576 +49%
SIC
2619
Sterling Investment Counsel
New York
$379K -$6.97K -135 -2%
KCP
2620
Kera Capital Partners
California
$379K +$89.9K +1,742 +29%
VCM
2621
Vivaldi Capital Management
Illinois
$379K -$12.3K -239 -3%
BC
2622
Brio Consultants
California
$379K -$7.59K -147 -2%
CT
2623
Clearstead Trust
Maine
$378K -$24.6K -477 -6%
ACS
2624
Archford Capital Strategies
Illinois
$376K -$19.7K -381 -5%
VFP
2625
Vilga Financial Planning
New Jersey
$376K +$13.2K +255 +3%
103 104
105
106 107