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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWL
2801
Coquina Private Wealth LLC
Florida
$361K -$26.3K -494 -7%
GPW
2802
Genesis Private Wealth
Virginia
$361K +$11K +207 +3%
LCM
2803
Logan Capital Management
Pennsylvania
$361K +$337K +6,331 New
CPW
2804
Cove Private Wealth
New York
$360K +$8.08K +152 +2%
KOC
2805
Koss-Olinger Consulting
Florida
$360K -$51.6K -970 -13%
MFA
2806
Morling Financial Advisors
California
$360K +$479 +9 +0.1%
ASG
2807
Ariston Services Group
California
$360K +$336K +6,313 New
EA
2808
Ellsworth Advisors
Ohio
$359K -$12.2K -230 -4%
EWA
2809
Emergent Wealth Advisors
New York
$358K +$32.3K +608 +10%
ESC
2810
Eurizon SLJ Capital
$358K – – –
DWMS
2811
Dominguez Wealth Management Solutions
Virginia
$358K – – –
APFP
2812
Action Point Financial Planning
Michigan
$357K +$333K +6,270 New
CBT
2813
Central Bank & Trust
Kentucky
$356K +$10.4K +195 +3%
SIP
2814
Snowwater Investment Partners
Connecticut
$356K +$11.9K +223 +4%
NI
2815
NCP Inc
California
$356K -$10.7K -201 -3%
PFG
2816
Putney Financial Group
California
$356K – – –
NQWM
2817
Northwest Quadrant Wealth Management
Oregon
$355K -$18K -339 -5%
BWM
2818
BNC Wealth Management
Oregon
$354K -$1.01K -19 -0.3%
MCP
2819
Miller Capital Partners
Michigan
$354K -$53.8K -1,012 -14%
CFS
2820
Commonwealth Financial Services
West Virginia
$353K +$59.8K +1,124 +22%
MWP
2821
Meridian Wealth Partners
Pennsylvania
$353K -$5.69K -107 -2%
USWIA
2822
UP Strategic Wealth Investment Advisors
Pennsylvania
$353K – – –
MWA
2823
Motive Wealth Advisors
Michigan
$352K +$14.1K +265 +4%
KFG
2824
Kelly Financial Group
Connecticut
$352K -$3.83K -72 -1%
PWMG
2825
Private Wealth Management Group
New Jersey
$352K – – –
111 112
113
114 115