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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
2626
Waypoint Wealth Counsel
Georgia
$326K +$32.9K +747 +11%
AIM
2627
Alhambra Investment Management
Florida
$326K -$6.6K -150 -2%
GPA
2628
Guerra Pan Advisors
New Jersey
$325K – – –
PPC
2629
Pennington Partners & Co
Maryland
$325K +$326K +7,400 New
PCM
2630
Pennsylvania Capital Management
Pennsylvania
$325K +$6.42K +146 +2%
NFSG
2631
Newbridge Financial Services Group
Florida
$324K +$325K +7,383 New
VC
2632
Veery Capital
Delaware
$324K -$2.99K -68 -0.9%
GWM
2633
GK Wealth Management
Nevada
$324K +$325K +7,376 New
CFO
2634
CVA Family Office
Colorado
$324K +$54.4K +1,237 +20%
IP
2635
Investment Partners
Ohio
$324K +$40.1K +912 +14%
GPWM
2636
Grant Private Wealth Management
California
$324K +$324K +7,367 New
LRIA
2637
Leonard Rickey Investment Advisors
Washington
$323K +$1.36K +31 +0.4%
MWM
2638
Maltin Wealth Management
New Jersey
$322K +$1.19K +27 +0.4%
SG
2639
Sharper & Granite
California
$322K – – –
NWA
2640
Navis Wealth Advisors
New York
$322K -$836 -19 -0.3%
HFS
2641
Heritage Financial Services
Massachusetts
$321K +$17.1K +388 +6%
CC
2642
Citrine Capital
California
$321K +$322K +7,311 New
TBWA
2643
Three Bridge Wealth Advisors
California
$321K +$83.6K +1,900 +35%
SL
2644
Salomon & Ludwin
Virginia
$321K -$2.73K -62 -0.8%
WCP
2645
Wealthcare Capital Partners
Pennsylvania
$321K +$321K +7,295 New
GWS
2646
Greykasell Wealth Strategies
California
$320K +$320K +7,281 New
BAM
2647
Byrne Asset Management
New Jersey
$320K -$337K -7,666 Closed
BFS
2648
BridgePort Financial Solutions
Iowa
$319K +$318K +7,225 New
CWM
2649
Challenger Wealth Management
California
$318K +$319K +7,241 New
MFA
2650
Morling Financial Advisors
California
$318K +$440 +10 +0.1%
104 105
106
107 108