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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
2751
Leonard Rickey Investment Advisors
Washington
$315K -$33.2K -681 -10%
WSFG
2752
Wall Street Financial Group
Illinois
$315K +$39.8K +816 +15%
GHA
2753
GW Henssler & Associates
Georgia
$315K -$685K -14,040 -70%
MGWM
2754
Marks Group Wealth Management
Minnesota
$314K – – –
TCA
2755
Trifecta Capital Advisors
Illinois
$314K -$65.9K -1,351 -18%
S
2756
Steadtrust
Texas
$313K +$36K +738 +14%
AC
2757
AIFG Consultants
New York
$313K – – –
PCM
2758
Palisade Capital Management
New Jersey
$313K +$296K +6,061 New
LC
2759
Lincoln Capital
Nebraska
$312K – – –
PAW
2760
Plan A Wealth
Nebraska
$311K -$12.3K -253 -4%
GPA
2761
Guerra Pan Advisors
New Jersey
$311K -$6.93K -142 -2%
OAS
2762
Optivise Advisory Services
Tennessee
$311K +$76K +1,558 +35%
GSWM
2763
Greenup Street Wealth Management
Michigan
$311K +$294K +6,020 New
CWP
2764
Core Wealth Partners
California
$310K -$6.15K -126 -2%
SIAP
2765
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$310K – – –
BA
2766
Bristlecone Advisors
Washington
$309K +$146 +3 +0.1%
PMFA
2767
Plante Moran Financial Advisors
Michigan
$309K +$20.3K +417 +7%
CA
2768
CWC Advisors
Oregon
$309K – – –
BI
2769
Binnacle Investments
Iowa
$309K +$12.2K +251 +4%
FAN
2770
Financial Advisors Network
California
$309K +$49 +1 +0%
EAM
2771
Exane Asset Management
France
$309K -$26.1M -534,620 -99%
HPIA
2772
Hamilton Point Investment Advisors
North Carolina
$309K – – –
VBFP
2773
Valtinson Bruner Financial Planning
Minnesota
$309K – – –
1WM
2774
1858 Wealth Management
Ohio
$309K -$21.7K -444 -7%
LWP
2775
LeClair Wealth Partners
Ohio
$308K -$927 -19 -0.3%
109 110
111
112 113