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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2976
Holistic Planning
Texas
$300K +$10.5K +197 +4%
TCM
2977
Traub Capital Management
Massachusetts
$300K – – –
G
2978
Gainplan
Michigan
$299K +$5.11K +96 +2%
PWS
2979
Pursuit Wealth Strategies
North Carolina
$299K +$46.5K +875 +20%
HIM
2980
Hanlon Investment Management
New Jersey
$299K +$4.25K +80 +2%
S4W
2981
Solutions 4 Wealth
Texas
$299K +$266 +5 +0.1%
SPWG
2982
Syntegra Private Wealth Group
Missouri
$298K +$7.45K +140 +3%
MFP
2983
Meridian Financial Partners
Virginia
$297K +$6.43K +121 +3%
GFA
2984
Godfrey Financial Associates
New York
$297K – – –
MMM
2985
Mendel Money Management
Illinois
$297K -$90.9K -1,710 -25%
GB
2986
Goepper Burkhardt
South Carolina
$296K +$213 +4 +0.1%
AWA
2987
Acorn Wealth Advisors
Michigan
$296K +$691 +13 +0.3%
MAA
2988
Mraz Amerine & Associates
California
$294K – – –
AG
2989
AmeriFlex Group
Nevada
$294K +$88K +1,654 +47%
MF
2990
Meridian Financial
Massachusetts
$293K – – –
RRA
2991
Round Rock Advisors
Connecticut
$293K -$5.85K -110 -2%
MPIA
2992
Mountain Pacific Investment Advisers
Idaho
$293K – – –
SL
2993
StoryOne LLC
Kansas
$293K +$274K +5,143 New
FNA
2994
First National Advisers
Nebraska
$293K +$273K +5,139 New
LI
2995
LifeWealth Investments
Florida
$293K +$17.9K +336 +7%
JWS
2996
Juncture Wealth Strategies
Arizona
$292K – – –
PA
2997
Planning Alternatives
Michigan
$292K +$49.1K +924 +22%
AFP
2998
Advus Financial Partners
Florida
$292K +$272K +5,118 New
GL
2999
Gerber LLC
Ohio
$291K +$4.36K +82 +2%
FSBI
3000
Fearless Solutions (Best Invest)
Texas
$291K -$1.06K -20 -0.4%
118 119
120
121 122