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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RYIA
2751
Roehl & Yi Investment Advisors
Oregon
$331K +$1.34K +26 +0.4%
PWSG
2752
Pacific Wealth Strategies Group
California
$330K – – –
AFA
2753
Alpha Financial Advisors
North Carolina
$330K +$568 +11 +0.2%
WWA
2754
Wingate Wealth Advisors
Massachusetts
$329K -$9.8K -190 -3%
LHP
2755
Lexington Hill Partners
Texas
$329K +$110K +2,127 +46%
CCWM
2756
Correct Capital Wealth Management
Missouri
$328K -$2.06K -40 -0.6%
AWM
2757
Ameliora Wealth Management
Switzerland
$327K -$67.1K -1,300 -16%
CICC
2758
Capital Investment Counsel (Colorado)
Colorado
$327K -$14.1K -273 -4%
RMC
2759
Ring Mountain Capital
California
$327K -$24.5K -475 -7%
HAIM
2760
Hunter Associates Investment Management
Pennsylvania
$327K – – –
CAM
2761
Clark Asset Management
New Hampshire
$326K +$12.4K +240 +4%
MPCL
2762
My Personal CFO LLC
Washington
$326K – – –
CWM
2763
Centric Wealth Management
Illinois
$326K -$28.7K -557 -8%
DJSG
2764
D.J. St. Germain
Massachusetts
$326K -$38.5K -746 -10%
CL
2765
CPWA LLC
Oregon
$325K +$332K +6,430 New
ITFISA
2766
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$325K +$37K +717 +12%
WF
2767
WealthPoint Financial
North Carolina
$324K -$24K -465 -7%
OIS
2768
OneAscent Investment Solutions
Alabama
$324K +$6.45K +125 +2%
NWM
2769
Northcape Wealth Management
New York
$323K – – –
RFG
2770
REAP Financial Group
Texas
$323K +$32.5K +629 +10%
BWA
2771
Blodgett Wealth Advisors
California
$322K +$258 +5 +0.1%
MCIA
2772
Mountain Capital Investment Advisors
Colorado
$321K +$413 +8 +0.1%
LEA
2773
Legacy Edge Advisors
New York
$321K -$12.8K -248 -4%
NQWM
2774
Northwest Quadrant Wealth Management
Oregon
$320K +$1.08K +21 +0.3%
FDW
2775
Fourth Dimension Wealth
Ohio
$320K +$118K +2,295 +54%
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