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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2776
WPG Advisers
Maryland
$307K +$7.9K +162 +3%
S
2777
Sachetta
Massachusetts
$307K +$48.6K +996 +20%
WH
2778
Willner & Heller
California
$307K -$2.1K -43 -0.7%
EA
2779
Ellsworth Advisors
Ohio
$307K +$36.2K +742 +14%
PC
2780
Permanens Capital
New York
$307K +$290K +5,948 New
MCIA
2781
Mountain Capital Investment Advisors
Colorado
$306K +$4.63K +95 +2%
LAM
2782
Lifestyle Asset Management
Texas
$306K +$16.7K +342 +6%
MWA
2783
Motive Wealth Advisors
Michigan
$305K +$10K +205 +4%
GA
2784
Goldstein Advisors
Wisconsin
$305K -$12K -246 -4%
NC
2785
NewSquare Capital
Pennsylvania
$305K +$69.2K +1,418 +32%
MC
2786
Miramar Capital
Illinois
$305K -$23.6K -484 -8%
PFM
2787
Phillips Financial Management
Indiana
$304K +$287K +5,891 New
BAWM
2788
Bennett Associates Wealth Management
Pennsylvania
$303K +$1.17K +24 +0.4%
KFP
2789
Keystone Financial Planning
Ohio
$303K – – –
IW
2790
Imprint Wealth
South Carolina
$303K +$287K +5,876 New
IWS
2791
Integrity Wealth Solutions
Colorado
$302K +$1.02K +21 +0.4%
PPWM
2792
PFG Private Wealth Management
Florida
$302K +$286K +5,860 New
AGA
2793
Arkos Global Advisors
Texas
$302K +$286K +5,857 New
NC
2794
North Capital
Utah
$302K +$8.88K +182 +3%
WWP
2795
Wise Wealth Partners
Arizona
$302K – – –
MPIA
2796
Mountain Pacific Investment Advisers
Idaho
$301K – – –
SWM
2797
Shelton Wealth Management
Texas
$301K +$8.44K +173 +3%
FPW
2798
Flywheel Private Wealth
California
$301K – – –
TAM
2799
Tucker Asset Management
Colorado
$300K -$11.1K -228 -4%
SRC
2800
Sage Rhino Capital
California
$300K – – –
110 111
112
113 114