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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWSG
2776
Pacific Wealth Strategies Group
California
$373K -$73.7K -1,394 -17%
AF
2777
Atala Financial
California
$373K – – –
GRR
2778
Golden Reserve Retirement
Ohio
$373K +$358K +6,777 New
CCWM
2779
Correct Capital Wealth Management
Missouri
$373K – – –
MC
2780
Middleton & Co
Massachusetts
$373K – – –
AFA
2781
Alpha Financial Advisors
North Carolina
$372K -$34.5K -652 -9%
RYIA
2782
Roehl & Yi Investment Advisors
Oregon
$372K -$100K -1,896 -22%
HWA
2783
Heartwood Wealth Advisors
Virginia
$371K -$38.2K -723 -10%
AWAU
2784
Alliance Wealth Advisors (Utah)
Utah
$371K -$178K -3,369 -33%
HAIM
2785
Hunter Associates Investment Management
Pennsylvania
$370K +$8.3K +157 +2%
EM
2786
ELCO Management
New York
$370K -$52.9K -1,000 -13%
ACA
2787
Ackerman Capital Advisors
Texas
$370K +$53 +1 +0%
TAM
2788
Townsend Asset Management
North Carolina
$370K +$476 +9 +0.1%
KAM
2789
Kazazian Asset Management
Florida
$369K – – –
MPCL
2790
My Personal CFO LLC
Washington
$368K +$353K +6,686 New
CWM
2791
Centric Wealth Management
Illinois
$368K -$13.1K -248 -4%
WSFG
2792
Wall Street Financial Group
Illinois
$367K +$29.8K +564 +9%
KFG
2793
Kelly Financial Group
Connecticut
$366K +$2.91K +55 +0.8%
ECM
2794
Elgethun Capital Management
South Dakota
$366K +$159 +3 +0%
GWM
2795
GK Wealth Management
Nevada
$366K +$21.6K +408 +7%
MWP
2796
Meridian Wealth Partners
Pennsylvania
$365K +$17.7K +334 +5%
SIP
2797
Snowwater Investment Partners
Connecticut
$365K +$351K +6,638 New
NWM
2798
Northcape Wealth Management
New York
$364K – – –
SCA
2799
Scott Capital Advisors
Oregon
$364K +$106 +2 +0%
WCP
2800
Wick Capital Partners
Pennsylvania
$364K +$350K +6,617 New
110 111
112
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