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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
2676
Mayfair Advisory Group
Alabama
$419K -$143K -2,685 -28%
HFAS
2677
Hummer Financial Advisory Services
Illinois
$419K – – –
AOWM
2678
Asset One Wealth Management
Washington
$418K +$5.05K +95 +1%
CCA
2679
Cora Capital Advisors
New Jersey
$416K -$2.18K -41 -0.6%
BAM
2680
Bellevue Asset Management
Washington
$415K -$16K -300 -4%
WAL
2681
W Advisors LLC
Tennessee
$415K +$7.02K +132 +2%
TFGT
2682
TS Financial Group (TSFG)
Illinois
$415K +$160 +3 +0%
GPWM
2683
Grant Private Wealth Management
California
$415K -$21K -395 -5%
RWA
2684
Rooted Wealth Advisors
Illinois
$414K +$7.23K +136 +2%
SPG
2685
Strategic Planning Group
Utah
$414K -$8.78K -165 -2%
CCM
2686
Chickasaw Capital Management
Tennessee
$414K -$12.2K -230 -3%
LPAM
2687
Lodestar Private Asset Management
California
$413K +$638 +12 +0.2%
KIA
2688
Kraematon Investment Advisors
Massachusetts
$413K +$1.6K +30 +0.4%
MC
2689
Middleton & Co
Massachusetts
$413K -$5.32K -100 -1%
OWP
2690
Obermeyer Wealth Partners
Colorado
$412K +$74.5K +1,400 +24%
FP
2691
Financial Perspectives
Minnesota
$410K -$1.28K -24 -0.3%
FTA
2692
Financial & Tax Architects
Missouri
$409K -$26.9K -506 -7%
NRI
2693
NFP Retirement Inc
California
$409K +$57.5K +1,081 +18%
RWM
2694
Revisor Wealth Management
Ohio
$409K +$382K +7,178 New
PAG
2695
Paladin Advisory Group
Iowa
$409K – – –
TPWA
2696
Twin Peaks Wealth Advisors
California
$408K +$60.1K +1,130 +19%
LFP
2697
Lakeshore Financial Planning
Michigan
$408K – – –
BIA
2698
BHK Investment Advisors
Alabama
$408K – – –
SMA
2699
Sage Mountain Advisors
Georgia
$407K – – –
PCM
2700
Payne Capital Management
New York
$407K – – –
106 107
108
109 110