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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2726
BNC Wealth Management
Oregon
$325K -$48.8K -1,000 -14%
RWA
2727
Rooted Wealth Advisors
Illinois
$324K +$61.8K +1,267 +25%
JGIA
2728
Jackson Grant Investment Advisers
Connecticut
$324K – – –
EP
2729
Essential Partners
California
$324K +$95.8K +1,964 +46%
PAS
2730
Professional Advisory Services
Florida
$322K – – –
GWM
2731
GK Wealth Management
Nevada
$322K +$19.3K +396 +7%
VCP
2732
Verus Capital Partners
Arizona
$321K -$22.9K -469 -7%
LGG
2733
Luts & Greenleigh Group
Maryland
$320K -$1.07K -22 -0.4%
CA
2734
Capital Advantage
California
$319K – – –
VDI
2735
Vaughan David Investments
Illinois
$319K +$10.9K +223 +4%
OHWA
2736
Oak Hill Wealth Advisors
Virginia
$319K -$21.5K -440 -7%
NRI
2737
NFP Retirement Inc
California
$319K -$160K -3,288 -35%
CCAL
2738
City Center Advisors LLC
Michigan
$319K -$63.4K -1,300 -17%
SI
2739
Saxon Interests
Texas
$318K +$1.22K +25 +0.4%
RCWM
2740
Royal Capital Wealth Management
Indiana
$317K +$293 +6 +0.1%
FA
2741
Fermata Advisors
California
$317K -$162K -3,316 -35%
PIA
2742
Powell Investment Advisors
Florida
$317K – – –
PWMG
2743
Pinnacle Wealth Management Group
Michigan
$317K -$12.9K -265 -4%
CBT
2744
Central Bank & Trust
Kentucky
$316K +$38.9K +797 +15%
GIP
2745
Granite Investment Partners
California
$316K – – –
MTIC
2746
Missouri Trust & Investment Company
Missouri
$316K – – –
MIM
2747
Moseley Investment Management
Florida
$316K +$146 +3 +0%
FUBT
2748
First United Bank & Trust
Maryland
$315K +$22.8K +468 +8%
SCA
2749
Southern Capital Advisors
Tennessee
$315K +$293 +6 +0.1%
LRIA
2750
Leonard Rickey Investment Advisors
Washington
$315K -$33.2K -681 -10%
108 109
110
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