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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
2901
Sentinel Pension Advisors
Massachusetts
$247K +$220K +5,228 New
S4W
2902
Solutions 4 Wealth
Texas
$247K +$252 +6 +0.1%
PWAM
2903
Pinnacle West Asset Management
Wyoming
$247K +$220K +5,225 New
IPW
2904
Intergy Private Wealth
Colorado
$247K -$2.61K -62 -1%
HA
2905
HFG Advisors
Ohio
$247K +$219K +5,213 New
QCIG
2906
Quad-Cities Investment Group
Iowa
$247K -$7.32K -174 -3%
MMG
2907
Monetary Management Group
Missouri
$246K – – –
SWA
2908
Strategies Wealth Advisors
Michigan
$245K +$715 +17 +0.3%
DCM
2909
Donaldson Capital Management
Indiana
$245K -$32.1K -763 -13%
SPWG
2910
Syntegra Private Wealth Group
Missouri
$245K -$23.8K -565 -10%
BWM
2911
BKM Wealth Management
Wisconsin
$245K +$12.4K +294 +6%
GA
2912
GSG Advisors
New Jersey
$244K +$217K +5,163 New
TWM
2913
Trueblood Wealth Management
Ohio
$244K +$799 +19 +0.4%
PWP
2914
Parkwoods Wealth Partners
New York
$244K +$217K +5,149 New
MWM
2915
Maripau Wealth Management
Indiana
$244K +$217K +5,148 New
SFGP
2916
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$244K +$2.1K +50 +1%
MCM
2917
Monument Capital Management
Virginia
$243K -$53.6K -1,275 -20%
EA
2918
Ellsworth Advisors
Ohio
$243K -$1.92M -45,539 -90%
JWS
2919
Juncture Wealth Strategies
Arizona
$243K +$42 +1 +0%
WAS
2920
Wealth Advisory Solutions
Indiana
$243K +$9K +214 +4%
WMN
2921
Wealth Management Nebraska
Nebraska
$243K +$3.79K +90 +2%
TBWA
2922
Three Bridge Wealth Advisors
California
$242K -$91.7K -2,179 -30%
SFC
2923
Swisher Financial Concepts
Ohio
$242K +$215K +5,121 New
BBPWM
2924
Blue Bell Private Wealth Management
Pennsylvania
$242K -$7.83K -186 -4%
CPIA
2925
Cornell Pochily Investment Advisors
New York
$242K +$215K +5,115 New
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117
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