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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CNWM
2776
Clay Northam Wealth Management
California
$372K – – –
CC
2777
Citrine Capital
California
$372K +$3.35K +63 +1%
TWM
2778
TriaGen Wealth Management
California
$372K – – –
AWM
2779
Ameliora Wealth Management
Switzerland
$371K -$10.6K -200 -3%
WA
2780
WPG Advisers
Maryland
$371K +$42.3K +795 +14%
OPWM
2781
Oxinas Partners Wealth Management
Indiana
$371K – – –
IWS
2782
Integrity Wealth Solutions
Colorado
$371K +$1.12K +21 +0.3%
BFS
2783
BridgePort Financial Solutions
Iowa
$371K -$24.4K -459 -7%
EIP
2784
Ellis Investment Partners
Pennsylvania
$369K +$2.29K +43 +0.7%
WF
2785
WealthPoint Financial
North Carolina
$369K -$9.2K -173 -3%
CCFCSB
2786
Cape Cod Five Cents Savings Bank
Massachusetts
$368K +$344K +6,466 New
BP
2787
BBR Partners
New York
$367K -$38.9K -731 -10%
DJSG
2788
D.J. St. Germain
Massachusetts
$366K -$13.8K -259 -4%
PAG
2789
Private Advisory Group
Washington
$366K -$7.19M -135,171 -95%
GHA
2790
GW Henssler & Associates
Georgia
$365K +$6.54K +123 +2%
HCA
2791
Hyperion Capital Advisors
New York
$365K – – –
SBF
2792
Sara-Bay Financial
Florida
$364K -$215K -4,046 -39%
NC
2793
NewSquare Capital
Pennsylvania
$364K +$61.5K +1,157 +22%
CWA
2794
Clarity Wealth Advisors
California
$363K -$5.74K -108 -2%
NWM
2795
Northwest Wealth Management
Iowa
$362K +$425 +8 +0.1%
MFS
2796
Madrona Financial Services
Washington
$362K +$3.67K +69 +1%
CA
2797
Capital Advantage
California
$362K -$3.4K -64 -1%
GWAG
2798
Garrett Wealth Advisory Group
Texas
$362K +$6.75K +127 +2%
JGIA
2799
Jackson Grant Investment Advisers
Connecticut
$361K +$3.4K +64 +1%
S
2800
Steadtrust
Texas
$361K +$1.49K +28 +0.4%
110 111
112
113 114