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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
2776
LeClair Wealth Partners
Ohio
$308K -$927 -19 -0.3%
EWM
2777
Evolution Wealth Management
Florida
$308K +$1.95K +40 +0.7%
WA
2778
WPG Advisers
Maryland
$307K +$7.9K +162 +3%
S
2779
Sachetta
Massachusetts
$307K +$48.6K +996 +20%
WH
2780
Willner & Heller
California
$307K -$2.1K -43 -0.7%
EA
2781
Ellsworth Advisors
Ohio
$307K +$36.2K +742 +14%
PC
2782
Permanens Capital
New York
$307K +$290K +5,948 New
MCIA
2783
Mountain Capital Investment Advisors
Colorado
$306K +$4.63K +95 +2%
LAM
2784
Lifestyle Asset Management
Texas
$306K +$16.7K +342 +6%
MWA
2785
Motive Wealth Advisors
Michigan
$305K +$10K +205 +4%
GA
2786
Goldstein Advisors
Wisconsin
$305K -$12K -246 -4%
NC
2787
NewSquare Capital
Pennsylvania
$305K +$69.2K +1,418 +32%
MC
2788
Miramar Capital
Illinois
$305K -$23.6K -484 -8%
PFM
2789
Phillips Financial Management
Indiana
$304K +$287K +5,891 New
BAWM
2790
Bennett Associates Wealth Management
Pennsylvania
$303K +$1.17K +24 +0.4%
KFP
2791
Keystone Financial Planning
Ohio
$303K – – –
IW
2792
Imprint Wealth
South Carolina
$303K +$287K +5,876 New
IWS
2793
Integrity Wealth Solutions
Colorado
$302K +$1.02K +21 +0.4%
PPWM
2794
PFG Private Wealth Management
Florida
$302K +$286K +5,860 New
AGA
2795
Arkos Global Advisors
Texas
$302K +$286K +5,857 New
NC
2796
North Capital
Utah
$302K +$8.88K +182 +3%
WWP
2797
Wise Wealth Partners
Arizona
$302K – – –
MPIA
2798
Mountain Pacific Investment Advisers
Idaho
$301K – – –
SWM
2799
Shelton Wealth Management
Texas
$301K +$8.44K +173 +3%
FPW
2800
Flywheel Private Wealth
California
$301K – – –
110 111
112
113 114