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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2826
Bulltick Wealth Management
Florida
$347K -$557K -10,470 -63%
RWM
2827
Reston Wealth Management
Virginia
$347K +$98.8K +1,857 +44%
NAMNJ
2828
NorthStar Asset Management (New Jersey)
New Jersey
$347K +$957 +18 +0.3%
ACC
2829
Acorn Creek Capital
Colorado
$347K +$1.92K +36 +0.6%
LGG
2830
Luts & Greenleigh Group
Maryland
$346K -$6.97K -131 -2%
WH
2831
Willner & Heller
California
$344K +$1.54K +29 +0.5%
CF
2832
Convergence Financial
Missouri
$344K +$84.8K +1,595 +36%
DA
2833
Dover Advisors
Virginia
$344K – – –
RFA
2834
Resurgent Financial Advisors
Georgia
$344K +$54.1K +1,018 +20%
LWP
2835
LeClair Wealth Partners
Ohio
$344K +$321K +6,030 New
FWP
2836
Forefront Wealth Partners
Texas
$344K -$16.4K -309 -5%
PWM
2837
Pines Wealth Management
North Carolina
$343K -$2.5K -47 -0.8%
SIAP
2838
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$343K – – –
MAM
2839
McLaughlin Asset Management
Illinois
$343K +$3.78K +71 +1%
WF
2840
WinCap Financial
Massachusetts
$343K +$44.2K +832 +16%
MFG
2841
Midwest Financial Group
Kansas
$343K -$5.26K -99 -2%
JAM
2842
JCIC Asset Management
Ontario, Canada
$342K – – –
HA
2843
Huntleigh Advisors
Missouri
$342K +$12.7K +238 +4%
LAM
2844
LECAP Asset Management
United Kingdom
$342K -$332K -6,249 -51%
1CP
2845
17 Capital Partners
Arizona
$341K +$2.02K +38 +0.6%
VBFP
2846
Valtinson Bruner Financial Planning
Minnesota
$341K -$1.97K -37 -0.6%
HPIA
2847
Hamilton Point Investment Advisors
North Carolina
$341K – – –
KJHP
2848
K.J. Harrison & Partners
Ontario, Canada
$341K +$18.9K +355 +6%
OPCM
2849
Osborne Partners Capital Management
California
$340K – – –
IWS
2850
Insight Wealth Strategies
California
$338K -$24.5K -461 -7%
112 113
114
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