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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
2651
Strategic Family Wealth Counselors
New Jersey
$219K +$1.23K +32 +0.6%
WH
2652
Willner & Heller
California
$218K +$2.57K +67 +1%
FGG
2653
Financial Guidance Group
Florida
$218K – – –
HW
2654
Hamilton Wealth
California
$218K – – –
WAM
2655
WFA Asset Management
Wisconsin
$217K -$37.6K -980 -15%
MFG
2656
Midwest Financial Group
Kansas
$217K +$209K +5,456 New
CWA
2657
Clarity Wealth Advisors
California
$217K +$153 +4 +0.1%
RLIM
2658
Red Lighthouse Investment Management
New York
$217K – – –
WS
2659
Wela Strategies
Georgia
$216K +$1.8K +47 +0.9%
COCM
2660
Charter Oak Capital Management
New Hampshire
$216K – – –
SHWM
2661
Smith & Howard Wealth Management
Georgia
$216K +$208K +5,421 New
LGA
2662
Lebenthal Global Advisors
New York
$215K +$805 +21 +0.4%
TBWA
2663
Three Bridge Wealth Advisors
California
$215K -$72.8K -1,900 -26%
TFIPS
2664
Towarzystwo Funduszy Inwestycyjnych PZU SA
$215K – – –
MA
2665
Modus Advisors
Minnesota
$214K -$24.4K -636 -11%
TCOK
2666
Trust Company of Kansas
Kansas
$214K +$206K +5,372 New
PFC
2667
Poplar Forest Capital
California
$214K – – –
WAS
2668
Wealth Advisory Solutions
Indiana
$214K -$126K -3,276 -38%
SPG
2669
Strategic Planning Group
Utah
$214K -$1.4M -36,617 -87%
FUBT
2670
First United Bank & Trust
Maryland
$214K +$383 +10 +0.2%
GWWM
2671
Great Waters Wealth Management
Minnesota
$214K +$206K +5,370 New
WGCA
2672
Wolf Group Capital Advisors
Virginia
$214K +$206K +5,369 New
NPF
2673
Norris Perne & French
Michigan
$213K -$22.8K -594 -10%
QCIG
2674
Quad-Cities Investment Group
Iowa
$213K +$498 +13 +0.2%
BFM
2675
Boothbay Fund Management
New York
$213K -$1.48M -38,669 -88%
105 106
107
108 109