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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2876
Trueblood Wealth Management
Ohio
$275K +$8.15K +167 +3%
HA
2877
HFG Advisors
Ohio
$274K +$4.63K +95 +2%
CF
2878
Convergence Financial
Missouri
$274K +$1.56K +32 +0.6%
BWM
2879
Bulltick Wealth Management
Florida
$273K -$290K -5,950 -53%
EI
2880
Ellevest Inc
New York
$273K +$47.4K +972 +23%
FL
2881
FreeGulliver LLC
Louisiana
$273K +$258K +5,285 New
NPF
2882
Norris Perne & French
Michigan
$272K +$10.3K +211 +4%
MSG
2883
Main Street Group
Virginia
$272K – – –
B
2884
Barings
North Carolina
$272K – – –
HTIM
2885
Harbour Trust & Investment Management
Indiana
$271K – – –
TCM
2886
Traub Capital Management
Massachusetts
$271K – – –
CPWM
2887
Cypress Point Wealth Management
Texas
$271K +$98 +2 +0%
IWS
2888
Insight Wealth Strategies
California
$271K -$132K -2,706 -34%
SPA
2889
Sentinel Pension Advisors
Massachusetts
$271K +$976 +20 +0.4%
YWM
2890
Yukon Wealth Management
Kansas
$271K +$11.6K +237 +5%
FSC
2891
Full Sail Capital
Oklahoma
$270K +$255K +5,232 New
S4W
2892
Solutions 4 Wealth
Texas
$270K +$244 +5 +0.1%
DBIA
2893
Dumont & Blake Investment Advisors
New Jersey
$270K +$7.71K +158 +3%
BCG
2894
Bravias Capital Group
New Jersey
$269K -$127K -2,595 -33%
MMG
2895
Monetary Management Group
Missouri
$268K – – –
PWM
2896
Purus Wealth Management
California
$268K -$16.8K -345 -6%
GB
2897
Goepper Burkhardt
South Carolina
$268K -$25.8K -529 -9%
WMN
2898
Wealth Management Nebraska
Nebraska
$267K +$1.61K +33 +0.6%
CIAS
2899
CBIZ Investment Advisory Services
Ohio
$267K -$41.5K -851 -14%
CAM
2900
Claret Asset Management
Quebec, Canada
$267K +$29.1K +596 +13%
114 115
116
117 118