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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2651
Chickasaw Capital Management
Tennessee
$366K – – –
GWS
2652
Greykasell Wealth Strategies
California
$366K – – –
RFM
2653
Royal Fund Management
Florida
$366K -$98.1K -1,901 -20%
IWP
2654
Invenio Wealth Partners
Florida
$365K +$46.6K +903 +14%
WWC
2655
Waypoint Wealth Counsel
Georgia
$365K -$110K -2,122 -22%
NWM
2656
Nolet Wealth Management
Texas
$364K -$4.9K -95 -1%
IFA
2657
Index Fund Advisors
California
$363K +$29.8K +577 +8%
VC
2658
Veery Capital
Delaware
$362K +$258 +5 +0.1%
SPG
2659
Strategic Planning Group
Utah
$362K -$5.52M -106,998 -94%
PWC
2660
Pathfinder Wealth Consulting
North Carolina
$362K -$45.6K -884 -11%
AC
2661
Addison Capital
Pennsylvania
$362K +$121K +2,352 +46%
CPC
2662
Consolidated Planning Corp
Georgia
$360K – – –
WP
2663
Wealthspan Partners
Iowa
$360K – – –
BWM
2664
BCS Wealth Management
Tennessee
$359K -$468K -9,078 -55%
VCP
2665
Verus Capital Partners
Arizona
$359K +$2.53K +49 +0.7%
FC
2666
Fairscale Capital
New Hampshire
$359K – – –
FFC
2667
Frederick Financial Consultants
Maryland
$358K -$27K -523 -7%
AOWM
2668
Asset One Wealth Management
Washington
$358K +$35.8K +694 +12%
MC
2669
Middleton & Co
Massachusetts
$358K +$29.7K +575 +8%
HFAS
2670
Hummer Financial Advisory Services
Illinois
$358K +$3.87K +75 +1%
CCA
2671
Cora Capital Advisors
New Jersey
$358K -$15.3K -296 -4%
EWM
2672
Evolution Wealth Management
Florida
$358K +$41.9K +812 +12%
LTAS
2673
Linden Thomas Advisory Services
North Carolina
$357K +$81K +1,569 +27%
NG
2674
Novem Group
New York
$357K -$127K -2,458 -25%
ATWA
2675
Arbor Trust Wealth Advisors
Michigan
$356K – – –
105 106
107
108 109