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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
2876
Mission Creek Capital Partners
California
$287K +$177K +3,433 +17%
KFP
2877
Keystone Financial Planning
Ohio
$287K – – –
CWP
2878
Core Wealth Partners
California
$286K -$258 -5 -0.1%
CCM
2879
Condor Capital Management
New Jersey
$286K +$1.75K +34 +0.6%
MWM
2880
Maridea Wealth Management
New York
$286K +$7.53K +146 +3%
WWP
2881
Wise Wealth Partners
Arizona
$285K – – –
PAM
2882
PVG Asset Management
Colorado
$285K -$308K -5,972 -54%
OWP
2883
Obermeyer Wealth Partners
Colorado
$284K -$54.2K -1,050 -15%
FPW
2884
Flywheel Private Wealth
California
$284K – – –
GHA
2885
Good Harbor Advisors
Massachusetts
$284K – – –
NC
2886
North Capital
Utah
$284K -$1.86K -36 -0.6%
AIP
2887
Almanack Investment Partners
Pennsylvania
$283K -$18.7K -363 -6%
AMCA
2888
Arthur M. Cohen & Associates
Illinois
$282K -$49.9K -967 -14%
HA
2889
Huntleigh Advisors
Missouri
$281K +$155 +3 +0.1%
CIM
2890
Capital Investment Management
Missouri
$281K -$5.47K -106 -2%
AI
2891
AXS Investments
New York
$281K -$20K -387 -6%
BAM
2892
Byrne Asset Management
New Jersey
$281K -$41.5K -804 -12%
OCWP
2893
Owl Creek Wealth Partners
Colorado
$280K +$297K +5,752 New
HFP
2894
Holistic Financial Partners
Indiana
$280K -$111K -2,152 -27%
BWM
2895
BNB Wealth Management
Maryland
$279K +$774 +15 +0.3%
SLT
2896
St Louis Trust
Missouri
$279K – – –
MFS
2897
McNamara Financial Services
Massachusetts
$279K – – –
WA
2898
WPG Advisers
Maryland
$279K -$65.4K -1,268 -18%
BA
2899
Ballast Advisors
Minnesota
$279K +$11.7K +226 +4%
EFP
2900
Elser Financial Planning
Indiana
$278K – – –
114 115
116
117 118