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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LPP
2651
Life Planning Partners
Florida
$429K -$16.9K -317 -4%
HPM
2652
Hoxton Planning & Management
West Virginia
$428K +$14K +263 +4%
BC
2653
Brio Consultants
California
$428K +$20.4K +384 +5%
GWS
2654
Greykasell Wealth Strategies
California
$428K – – –
CDWM
2655
Campbell Deegan Wealth Management
Virginia
$427K -$1.92K -36 -0.5%
DI
2656
DDFG Inc
California
$427K -$57.2K -1,075 -13%
BWA
2657
BlueChip Wealth Advisors
Georgia
$427K -$18.6K -350 -4%
IP
2658
Investment Partners
Ohio
$426K +$25.7K +483 +7%
CWM
2659
Concentrum Wealth Management
California
$425K -$41.9K -788 -10%
IWP
2660
Invenio Wealth Partners
Florida
$424K -$1.75K -33 -0.4%
JCM
2661
Jag Capital Management
Missouri
$424K -$138K -2,604 -26%
AWP
2662
Axis Wealth Partners
Rhode Island
$424K -$125K -2,343 -24%
FFO
2663
Fortitude Family Office
Arizona
$423K +$61.2K +1,151 +18%
AC
2664
Addison Capital
Pennsylvania
$423K – – –
RFM
2665
Royal Fund Management
Florida
$422K -$4.79K -90 -1%
SFGP
2666
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$422K -$12.4K -233 -3%
FFC
2667
Frederick Financial Consultants
Maryland
$421K +$1.81K +34 +0.5%
IFA
2668
Index Fund Advisors
California
$421K -$3.51K -66 -0.9%
WP
2669
Wealthspan Partners
Iowa
$421K – – –
SAM
2670
Strategy Asset Managers
California
$420K +$5.9K +111 +2%
BWM
2671
BCS Wealth Management
Tennessee
$420K – – –
ACP
2672
Arcus Capital Partners
Georgia
$420K -$12.6K -236 -3%
FC
2673
Fairscale Capital
New Hampshire
$420K – – –
OCWP
2674
Owl Creek Wealth Partners
Colorado
$419K +$85.6K +1,609 +28%
CCM
2675
Chiron Capital Management
Florida
$419K +$391K +7,352 New
105 106
107
108 109