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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
2701
Single Point Partners
Massachusetts
$299K -$9.55K -217 -3%
BW
2702
BostonPremier Wealth
Massachusetts
$299K +$299K +6,802 New
DWP
2703
Destiny Wealth Partners
Florida
$299K +$4.31K +98 +1%
AF
2704
Atala Financial
California
$298K +$298K +6,778 New
DOA
2705
D'Orazio & Associates
Virginia
$298K +$28.1K +639 +10%
WWM
2706
Wolff Wiese Magana
California
$298K +$880 +20 +0.3%
NF
2707
Nvest Financial
New Hampshire
$297K +$220 +5 +0.1%
CA
2708
Claris Advisors
Missouri
$294K +$115K +2,620 +64%
I
2709
INVST
Indiana
$293K +$11.8K +269 +4%
PA
2710
PSI Advisors
Florida
$291K -$3.74K -85 -1%
GL
2711
Gerber LLC
Ohio
$291K +$44 +1 +0%
CPW
2712
Cove Private Wealth
New York
$291K +$24.1K +548 +9%
SGK
2713
Steigerwald Gordon & Koch
Virginia
$290K +$18K +408 +7%
GGS
2714
Galvin Gaustad & Stein
Arizona
$290K – – –
OWP
2715
Obermeyer Wealth Partners
Colorado
$290K -$185K -4,214 -39%
OPWM
2716
Oxinas Partners Wealth Management
Indiana
$289K -$18K -409 -6%
BCMLT
2717
Beacon Capital Management LLC (Tennessee)
Tennessee
$289K +$3.74K +85 +1%
HAIM
2718
Hunter Associates Investment Management
Pennsylvania
$288K – – –
RFS
2719
Richardson Financial Services
Massachusetts
$288K +$153K +3,471 +113%
IWP
2720
Invenio Wealth Partners
Florida
$287K -$28.2K -640 -9%
FA
2721
Fermata Advisors
California
$287K -$10.8K -245 -4%
SIMG
2722
Sonora Investment Management Group
Arizona
$287K -$21.6K -492 -7%
TPW
2723
TL Private Wealth
Texas
$286K – – –
TFA
2724
Tranquilli Financial Advisor
New Jersey
$286K -$10.6K -242 -4%
HCM
2725
Highview Capital Management
Illinois
$286K +$286K +6,500 New
107 108
109
110 111