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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
2701
Plante Moran Financial Advisors
Michigan
$275K +$27.1K +608 +10%
CWP
2702
Core Wealth Partners
California
$275K -$99.6K -2,235 -25%
TFA
2703
Tranquilli Financial Advisor
New Jersey
$274K +$3.34K +75 +1%
NCFG
2704
New Century Financial Group
New Jersey
$274K -$207K -4,639 -41%
HAIM
2705
Hunter Associates Investment Management
Pennsylvania
$273K – – –
WIM
2706
Waverton Investment Management
United Kingdom
$273K +$13.8K +310 +5%
AAIM
2707
Asset Advisors Investment Management
Georgia
$273K +$23.8K +533 +9%
KCAM
2708
Kagan Cocozza Asset Management
New Jersey
$272K -$55.1K -1,236 -16%
OPWM
2709
Oxinas Partners Wealth Management
Indiana
$272K -$3.39K -76 -1%
GL
2710
Gerber LLC
Ohio
$271K -$5.53K -124 -2%
PWMG
2711
Private Wealth Management Group
New Jersey
$271K +$35.7K +801 +14%
4WM
2712
49 Wealth Management
Texas
$271K +$2.45K +55 +0.9%
LIA
2713
Lynx Investment Advisory
District of Columbia
$271K – – –
ACM
2714
Andina Capital Management
Utah
$270K +$66K +1,482 +30%
WWG
2715
West Wealth Group
California
$270K -$29.3K -658 -9%
EC
2716
EdgeRock Capital
Colorado
$270K +$13.2K +296 +5%
ACS
2717
Archford Capital Strategies
Illinois
$269K -$76.4K -1,714 -21%
MTWM
2718
Masso Torrence Wealth Management
New Jersey
$268K +$45 +1 +0%
MCM
2719
Monument Capital Management
Virginia
$267K -$45.7K -1,026 -14%
NC
2720
Napatree Capital
Rhode Island
$267K +$285K +6,405 New
USWIA
2721
UP Strategic Wealth Investment Advisors
Pennsylvania
$267K +$68.1K +1,528 +31%
SCA
2722
Sandy Cove Advisors
Massachusetts
$267K -$90.8K -2,038 -24%
WTFG
2723
Wells Trecaso Financial Group
Ohio
$266K +$267 +6 +0.1%
COCM
2724
Charter Oak Capital Management
New Hampshire
$266K +$17.4K +390 +7%
WFA
2725
WMG Financial Advisors
Tennessee
$266K +$6.73K +151 +2%
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109
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