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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2976
Peninsula Wealth
California
$207K -$5.81K -132 -3%
EE
2977
EWG Elevate
California
$207K +$207K +4,715 New
KWMG
2978
King Wealth Management Group
Florida
$207K +$207K +4,706 New
NRG
2979
Nemes Rush Group
Michigan
$207K +$39.3K +894 +23%
MWA
2980
Monograph Wealth Advisors
California
$207K +$207K +4,704 New
1WM
2981
1858 Wealth Management
Ohio
$206K +$206K +4,692 New
EW
2982
Elyxium Wealth
California
$206K -$325K -7,381 -61%
OSNBOA
2983
Old Second National Bank of Aurora
Illinois
$205K -$5.76K -131 -3%
CHP
2984
Cable Hill Partners
Oregon
$205K -$71.9K -1,635 -26%
KRW
2985
Kaufman Rossin Wealth
Florida
$205K +$205K +4,665 New
WMN
2986
Wealth Management Nebraska
Nebraska
$205K +$205K +4,663 New
SFS
2987
Solitude Financial Services
Virginia
$205K +$205K +4,656 New
LTI
2988
Laffer Tengler Investments
Tennessee
$204K -$176K -4,000 -46%
WA
2989
Wealthstream Advisors
New York
$204K +$204K +4,647 New
CP
2990
Creekside Partners
California
$204K +$204K +4,647 New
PFC
2991
Phocas Financial Corp
California
$204K +$204K +4,640 New
WF
2992
Whelan Financial
California
$204K +$204K +4,639 New
HIS
2993
Harvest Investment Services
Illinois
$204K +$204K +4,637 New
CFA
2994
CWS Financial Advisors
Michigan
$204K +$204K +4,632 New
CCA
2995
Carrera Capital Advisors
Michigan
$204K +$204K +4,631 New
LWM
2996
Laidlaw Wealth Management
New York
$204K +$204K +4,631 New
VFG
2997
Victory Financial Group
Texas
$203K +$203K +4,613 New
ATFA
2998
All Terrain Financial Advisors
Minnesota
$202K +$202K +4,600 New
GA
2999
GSG Advisors
New Jersey
$201K +$202K +4,581 New
PAM
3000
PVG Asset Management
Colorado
$201K +$202K +4,580 New
118 119
120
121 122