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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2776
TriaGen Wealth Management
California
$318K -$3.15K -61 -0.9%
IAS
2777
Integrity Advisory Solutions
Texas
$318K +$336K +6,520 New
SFS
2778
Sharp Financial Services
Pennsylvania
$317K +$142K +2,748 +73%
OPWM
2779
Oxinas Partners Wealth Management
Indiana
$317K – – –
WFS
2780
Widmann Financial Services
Maryland
$317K +$1.45K +28 +0.4%
IWS
2781
Integrity Wealth Solutions
Colorado
$316K +$1.34K +26 +0.4%
HW
2782
Hamilton Wealth
California
$316K +$334K +6,475 New
CWA
2783
Clarity Wealth Advisors
California
$316K +$4.75K +92 +1%
CC
2784
Citrine Capital
California
$315K – – –
PWAM
2785
Pinnacle West Asset Management
Wyoming
$315K +$43.3K +840 +15%
NI
2786
NCP Inc
California
$314K -$1.53M -29,616 -82%
EM
2787
ELCO Management
New York
$314K -$14.4K -279 -4%
EIP
2788
Ellis Investment Partners
Pennsylvania
$314K -$2.17K -42 -0.6%
CA
2789
Capital Advantage
California
$313K – – –
LAM
2790
Lifestyle Asset Management
Texas
$312K +$5.88K +114 +2%
MCM
2791
Morton Capital Management
California
$312K -$259K -5,018 -44%
HCA
2792
Hyperion Capital Advisors
New York
$312K -$129K -2,500 -28%
PCM
2793
Passive Capital Management
Maryland
$311K +$29.6K +573 +10%
AWM
2794
Abound Wealth Management
Tennessee
$311K +$23.8K +461 +8%
SWM
2795
Shelton Wealth Management
Texas
$311K +$155 +3 +0%
NWM
2796
Northwest Wealth Management
Iowa
$310K -$8.67K -168 -3%
AWP
2797
Avid Wealth Partners
Texas
$310K +$54.4K +1,054 +20%
FWP
2798
Forefront Wealth Partners
Texas
$309K -$164K -3,177 -33%
SCM
2799
Stevens Capital Management
Pennsylvania
$309K +$327K +6,340 New
PGF
2800
Plan Group Financial
Oklahoma
$309K +$16.7K +324 +5%
110 111
112
113 114