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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2801
Forefront Wealth Partners
Texas
$309K -$164K -3,177 -33%
SCM
2802
Stevens Capital Management
Pennsylvania
$309K +$327K +6,340 New
PGF
2803
Plan Group Financial
Oklahoma
$309K +$16.7K +324 +5%
ASG
2804
Ariston Services Group
California
$308K -$370K -7,167 Closed
MFP
2805
Meramec Financial Planners
Missouri
$308K – – –
S
2806
Steadtrust
Texas
$308K +$5.47K +106 +2%
MFA
2807
Morling Financial Advisors
California
$308K – – –
BSB
2808
Bangor Savings Bank
Maine
$307K – – –
MWP
2809
Meridian Wealth Partners
Pennsylvania
$307K -$17.9K -346 -5%
MFS
2810
Madrona Financial Services
Washington
$307K -$4.13K -80 -1%
GHA
2811
GW Henssler & Associates
Georgia
$307K +$929 +18 +0.3%
MIM
2812
Moseley Investment Management
Florida
$306K +$8.05K +156 +3%
FFO
2813
Fortitude Family Office
Arizona
$306K -$759K -14,704 -70%
EWA
2814
Emergent Wealth Advisors
New York
$306K +$46K +891 +17%
JGIA
2815
Jackson Grant Investment Advisers
Connecticut
$306K – – –
ESC
2816
Eurizon SLJ Capital
$306K -$373K -7,236 -54%
DWMS
2817
Dominguez Wealth Management Solutions
Virginia
$306K -$516 -10 -0.2%
IWS
2818
Insight Wealth Strategies
California
$305K -$258 -5 -0.1%
DA
2819
Dover Advisors
Virginia
$305K -$7.74K -150 -2%
MTIC
2820
Missouri Trust & Investment Company
Missouri
$305K +$6.81K +132 +2%
RIS
2821
Richmond Investment Services
Wisconsin
$305K +$94.6K +1,833 +41%
KFG
2822
Kelly Financial Group
Connecticut
$305K -$21.1K -409 -6%
PFG
2823
Putney Financial Group
California
$304K -$29.2K -565 -8%
PAS
2824
Professional Advisory Services
Florida
$304K – – –
BWM
2825
BNC Wealth Management
Oregon
$304K -$3.61K -70 -1%
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113
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