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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3001
Strategies Wealth Advisors
Michigan
$287K -$1.38K -26 -0.5%
FCG
3002
Fielder Capital Group
Tennessee
$286K +$5.21K +98 +2%
PAM
3003
Peak Asset Management
Colorado
$286K – – –
CBT
3004
CoreFirst Bank & Trust
Kansas
$286K – – –
SAMC
3005
Spectrum Asset Management (California)
California
$285K +$53 +1 +0%
HA
3006
Harfst & Associates
Wyoming
$285K – – –
PWG
3007
Private Wealth Group
Florida
$285K +$266K +4,993 New
PAW
3008
Plan A Wealth
Nebraska
$284K -$17.6K -330 -6%
TBT
3009
Texas Bank & Trust
Texas
$284K -$3.99K -75 -1%
DWM
3010
DecisionMap Wealth Management
Virginia
$283K +$265K +4,974 New
LFASL
3011
Lugano Financial Advisors SA (LFA)
Switzerland
$283K +$21.3K +400 +9%
LSIA
3012
LaSalle St. Investment Advisors
Illinois
$283K +$11.9K +223 +5%
PP
3013
Prosperity Planning
Missouri
$282K +$264K +4,956 New
PWA
3014
Provenance Wealth Advisors
Florida
$282K +$29.5K +555 +13%
CIM
3015
Catalyst Investment Management
New Hampshire
$282K +$45.6K +857 +21%
KPWG
3016
KFA Private Wealth Group
Virginia
$282K -$36.9K -694 -12%
EMC
3017
Everest Management Corp
California
$281K +$6.59K +124 +3%
WTA
3018
Washington Trust Advisors
Massachusetts
$281K -$18.9K -356 -7%
FWTB
3019
First Western Trust Bank
Colorado
$281K +$3.56K +67 +1%
SWM
3020
Steinberganna Wealth Management
New York
$280K +$1.97K +37 +0.8%
HIF
3021
Hill Island Financial
Michigan
$280K -$319 -6 -0.1%
DA
3022
Detalus Advisors
Missouri
$280K +$160 +3 +0.1%
IAAG
3023
Innovative Asset Advisors Group
Connecticut
$280K -$55.2K -1,037 -17%
BWP
3024
BSW Wealth Partners
Colorado
$279K -$10.3K -193 -4%
TCWM
3025
Total Clarity Wealth Management
Illinois
$279K +$8.94K +168 +4%
119 120
121
122 123