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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2651
Tucker Asset Management
Colorado
$318K -$59.6K -1,355 -16%
WP
2652
WealthShield Partners
North Carolina
$318K -$52K -1,183 -14%
TCB
2653
Texas Capital Bancshares
Texas
$317K -$9.68K -220 -3%
BFF
2654
Byrne Financial Freedom
Massachusetts
$316K +$316K +7,182 New
WFS
2655
Widmann Financial Services
Maryland
$315K – – –
WWG
2656
West Wealth Group
California
$315K +$28.7K +652 +10%
APWA
2657
Atlas Private Wealth Advisors
New Jersey
$315K – – –
ASG
2658
Ariston Services Group
California
$315K – – –
PWSG
2659
Pacific Wealth Strategies Group
California
$315K +$315K +7,159 New
AWM
2660
Allen Wealth Management
North Carolina
$314K -$9.24K -210 -3%
IPW
2661
Intergy Private Wealth
Colorado
$314K -$34.9K -794 -10%
KIA
2662
Kraematon Investment Advisors
Massachusetts
$313K -$7.26K -165 -2%
PAG
2663
Paladin Advisory Group
Iowa
$312K – – –
CTFG
2664
Capstone Triton Financial Group
Oklahoma
$311K -$1.45K -33 -0.5%
NWM
2665
Northcape Wealth Management
New York
$311K -$6.6K -150 -2%
RFW
2666
Rainier Family Wealth
Washington
$310K +$310K +7,050 New
PCFFS
2667
Pacific Center for Financial Services
California
$309K +$59.9K +1,362 +24%
WCG
2668
Weaver Consulting Group
California
$309K -$2.2K -50 -0.7%
BC
2669
Brio Consultants
California
$309K +$17.8K +405 +6%
BFIM
2670
Beese Fulmer Investment Management
Ohio
$308K – – –
TFIPS
2671
Towarzystwo Funduszy Inwestycyjnych PZU SA
$308K +$24.2K +550 +9%
HPM
2672
Hoxton Planning & Management
West Virginia
$308K +$25.1K +571 +9%
WCWM
2673
Willow Creek Wealth Management
California
$307K -$2.46K -56 -0.8%
LJCM
2674
Lee Johnson Capital Management
Texas
$307K – – –
PWA
2675
Physician Wealth Advisors
Utah
$306K -$26.6K -604 -8%
105 106
107
108 109