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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
2726
Mraz Amerine & Associates
California
$394K – – –
CWM
2727
Collaborative Wealth Management
Florida
$393K +$378K +7,154 New
WAG
2728
Wallace Advisory Group
California
$393K -$207K -3,910 -35%
VAMG
2729
Voisard Asset Management Group
Michigan
$393K +$31.2K +591 +9%
SCM
2730
Sunbeam Capital Management
Georgia
$393K +$9.99K +189 +3%
RRWA
2731
Rainey & Randall Wealth Advisors
Florida
$392K +$740 +14 +0.2%
BCMLT
2732
Beacon Capital Management LLC (Tennessee)
Tennessee
$392K +$2.06K +39 +0.5%
WF
2733
WealthPoint Financial
North Carolina
$391K +$376K +7,110 New
MG
2734
Marex Group
$391K -$58.5K -1,107 -13%
SCG
2735
Sonata Capital Group
Washington
$391K – – –
ACM
2736
Andina Capital Management
Utah
$390K +$3.22K +61 +0.9%
WWG
2737
West Wealth Group
California
$390K +$14.9K +281 +4%
MCCA
2738
Mill Creek Capital Advisors
Pennsylvania
$389K -$3.7K -70 -1%
BFS
2739
BridgePort Financial Solutions
Iowa
$387K -$4.76K -90 -1%
NPFS
2740
Novak & Powell Financial Services
Florida
$387K -$4.12K -78 -1%
FB
2741
First Bancorp
Maine
$387K – – –
AAS
2742
AdviceOne Advisory Services
Connecticut
$387K -$3.12K -59 -0.8%
RFS
2743
Richardson Financial Services
Massachusetts
$387K +$30K +567 +8%
MGWM
2744
Marks Group Wealth Management
Minnesota
$386K +$49.5K +937 +15%
PCM
2745
Pennsylvania Capital Management
Pennsylvania
$386K -$10.7K -202 -3%
BFF
2746
Byrne Financial Freedom
Massachusetts
$386K -$5.13K -97 -1%
LJCM
2747
Lee Johnson Capital Management
Texas
$385K -$5.76K -109 -2%
WAL
2748
W Advisors LLC
Tennessee
$385K +$2.48K +47 +0.7%
SWM
2749
Stronghold Wealth Management
Florida
$384K +$369K +6,989 New
WA
2750
WPG Advisers
Maryland
$384K +$54.3K +1,027 +17%
108 109
110
111 112