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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
3001
Prasad Wealth Partners
Ohio
$200K +$201K +4,561 New
WPWM
3002
Western Pacific Wealth Management
Illinois
$199K – – –
MMG
3003
Monetary Management Group
Missouri
$198K -$11K -250 -5%
HC
3004
Hoese & Co
Minnesota
$198K -$8.8K -200 -4%
RS
3005
Rakuten Securities
Japan
$198K -$6.86K -156 -3%
RCA
3006
Runnymede Capital Advisors
Ohio
$183K +$183K +4,169 New
TSMHT
3007
Thurston Springer Miller Herd & Titak
Indiana
$182K -$105K -2,379 -36%
FWM
3008
FSA Wealth Management
Massachusetts
$181K +$220 +5 +0.1%
RI
3009
Ridgewood Investments
New Jersey
$181K -$8.05K -183 -4%
MA
3010
Modus Advisors
Minnesota
$178K +$178K +4,045 New
BP
3011
BNP Paribas
France
$175K +$85.8K +1,950 +96%
T
3012
Tidemark
California
$168K +$5.02K +114 +3%
EBA
3013
Eagle Bay Advisors
New York
$167K -$48K -1,091 -22%
WOC
3014
West Oak Capital
California
$166K – – –
NWWA
3015
New Wave Wealth Advisors
Arkansas
$165K +$165K +3,753 New
LFASL
3016
Lugano Financial Advisors SA (LFA)
Switzerland
$163K – – –
GWSG
3017
GPS Wealth Strategies Group
Colorado
$163K -$29.3K -665 -15%
MCCP
3018
Mission Creek Capital Partners
California
$160K +$943K +21,444 New
AW
3019
Avion Wealth
Texas
$159K +$1.89K +43 +1%
PCWA
3020
Pacific Capital Wealth Advisors
California
$156K -$19.5K -443 -11%
MLA
3021
MB, Levis & Associates
Pennsylvania
$154K +$572 +13 +0.4%
YP
3022
YANKCOM Partnership
South Dakota
$154K +$154K +3,498 New
RWM
3023
Ruedi Wealth Management
Illinois
$153K – – –
GPFA
3024
Game Plan Financial Advisors
Ohio
$149K +$88 +2 +0.1%
ETC
3025
Exchange Traded Concepts
Oklahoma
$147K -$10.1M -230,697 -99%
119 120
121
122 123