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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2901
Miramar Capital
Illinois
$325K – – –
WFA
2902
WMG Financial Advisors
Tennessee
$325K -$26.4K -499 -8%
AOWM
2903
Asset One Wealth Management
Washington
$324K +$317K +6,005 New
GA
2904
Goldstein Advisors
Wisconsin
$324K -$1.11K -21 -0.4%
KFP
2905
Keystone Financial Planning
Ohio
$323K – – –
SFGP
2906
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$323K +$27.2K +514 +10%
CWP
2907
Core Wealth Partners
California
$323K -$7.45K -141 -2%
CIM
2908
Capital Investment Management
Missouri
$323K +$310K +5,870 New
MFP
2909
Meramec Financial Planners
Missouri
$322K +$301K +5,703 New
SPWG
2910
Syntegra Private Wealth Group
Missouri
$322K +$19K +360 +7%
NC
2911
North Capital
Utah
$322K -$53 -1 -0%
PWP
2912
Ponta Wealth Partners
Florida
$322K +$309K +5,847 New
WWP
2913
Wise Wealth Partners
Arizona
$321K – – –
MPIA
2914
Mountain Pacific Investment Advisers
Idaho
$321K – – –
KCP
2915
Kera Capital Partners
California
$321K -$119K -2,256 -27%
EWM
2916
EPG Wealth Management
Georgia
$321K +$4.97K +94 +2%
CCM
2917
Condor Capital Management
New Jersey
$320K +$3.33K +63 +1%
FPW
2918
Flywheel Private Wealth
California
$320K – – –
GHA
2919
Good Harbor Advisors
Massachusetts
$320K +$308K +5,822 New
PCM
2920
Passive Capital Management
Maryland
$320K – – –
BBW
2921
Blue Barn Wealth
Utah
$319K -$138K -2,617 -31%
TCA
2922
Trifecta Capital Advisors
Illinois
$319K -$14.7K -278 -5%
BIG
2923
Bush Investment Group
Georgia
$319K – – –
BOSSRA
2924
B.O.S.S. Retirement Advisors
Utah
$318K -$317K -6,006 -51%
HA
2925
Huntleigh Advisors
Missouri
$317K +$53 +1 +0%
115 116
117
118 119