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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
2776
GW Henssler & Associates
Georgia
$365K +$6.54K +123 +2%
HCA
2777
Hyperion Capital Advisors
New York
$365K – – –
SBF
2778
Sara-Bay Financial
Florida
$364K -$215K -4,046 -39%
NC
2779
NewSquare Capital
Pennsylvania
$364K +$61.5K +1,157 +22%
CWA
2780
Clarity Wealth Advisors
California
$363K -$5.74K -108 -2%
NWM
2781
Northwest Wealth Management
Iowa
$362K +$425 +8 +0.1%
MFS
2782
Madrona Financial Services
Washington
$362K +$3.67K +69 +1%
CA
2783
Capital Advantage
California
$362K -$3.4K -64 -1%
GWAG
2784
Garrett Wealth Advisory Group
Texas
$362K +$6.75K +127 +2%
JGIA
2785
Jackson Grant Investment Advisers
Connecticut
$361K +$3.4K +64 +1%
S
2786
Steadtrust
Texas
$361K +$1.49K +28 +0.4%
CPWL
2787
Coquina Private Wealth LLC
Florida
$361K -$26.3K -494 -7%
GPW
2788
Genesis Private Wealth
Virginia
$361K +$11K +207 +3%
LCM
2789
Logan Capital Management
Pennsylvania
$361K +$337K +6,331 New
CPW
2790
Cove Private Wealth
New York
$360K +$8.08K +152 +2%
KOC
2791
Koss-Olinger Consulting
Florida
$360K -$51.6K -970 -13%
MFA
2792
Morling Financial Advisors
California
$360K +$479 +9 +0.1%
ASG
2793
Ariston Services Group
California
$360K +$336K +6,313 New
EA
2794
Ellsworth Advisors
Ohio
$359K -$12.2K -230 -4%
EWA
2795
Emergent Wealth Advisors
New York
$358K +$32.3K +608 +10%
ESC
2796
Eurizon SLJ Capital
$358K – – –
DWMS
2797
Dominguez Wealth Management Solutions
Virginia
$358K – – –
APFP
2798
Action Point Financial Planning
Michigan
$357K +$333K +6,270 New
CBT
2799
Central Bank & Trust
Kentucky
$356K +$10.4K +195 +3%
SIP
2800
Snowwater Investment Partners
Connecticut
$356K +$11.9K +223 +4%
110 111
112
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