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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2876
Convergence Financial
Missouri
$274K +$1.56K +32 +0.6%
BWM
2877
Bulltick Wealth Management
Florida
$273K -$290K -5,950 -53%
EI
2878
Ellevest Inc
New York
$273K +$47.4K +972 +23%
FL
2879
FreeGulliver LLC
Louisiana
$273K +$258K +5,285 New
NPF
2880
Norris Perne & French
Michigan
$272K +$10.3K +211 +4%
MSG
2881
Main Street Group
Virginia
$272K – – –
B
2882
Barings
North Carolina
$272K – – –
HTIM
2883
Harbour Trust & Investment Management
Indiana
$271K – – –
TCM
2884
Traub Capital Management
Massachusetts
$271K – – –
CPWM
2885
Cypress Point Wealth Management
Texas
$271K +$98 +2 +0%
IWS
2886
Insight Wealth Strategies
California
$271K -$132K -2,706 -34%
SPA
2887
Sentinel Pension Advisors
Massachusetts
$271K +$976 +20 +0.4%
YWM
2888
Yukon Wealth Management
Kansas
$271K +$11.6K +237 +5%
FSC
2889
Full Sail Capital
Oklahoma
$270K +$255K +5,232 New
S4W
2890
Solutions 4 Wealth
Texas
$270K +$244 +5 +0.1%
DBIA
2891
Dumont & Blake Investment Advisors
New Jersey
$270K +$7.71K +158 +3%
BCG
2892
Bravias Capital Group
New Jersey
$269K -$127K -2,595 -33%
MMG
2893
Monetary Management Group
Missouri
$268K – – –
PWM
2894
Purus Wealth Management
California
$268K -$16.8K -345 -6%
GB
2895
Goepper Burkhardt
South Carolina
$268K -$25.8K -529 -9%
WMN
2896
Wealth Management Nebraska
Nebraska
$267K +$1.61K +33 +0.6%
CIAS
2897
CBIZ Investment Advisory Services
Ohio
$267K -$41.5K -851 -14%
CAM
2898
Claret Asset Management
Quebec, Canada
$267K +$29.1K +596 +13%
AWA
2899
Acorn Wealth Advisors
Michigan
$267K +$39.7K +813 +19%
WAS
2900
Wealth Advisory Solutions
Indiana
$266K +$1.76K +36 +0.7%
114 115
116
117 118