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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
3001
Prasad Wealth Partners
Ohio
$219K +$195K +4,625 New
VIPI
3002
Vista Investment Partners II
Indiana
$218K +$194K +4,605 New
ATFA
3003
All Terrain Financial Advisors
Minnesota
$218K +$194K +4,600 New
DI
3004
Disciplined Investments
Oklahoma
$217K +$193K +4,592 New
MPCG
3005
Matrix Private Capital Group
New York
$217K -$46.5K -1,106 -19%
WAM
3006
WFA Asset Management
Wisconsin
$217K -$41.2K -980 -15%
SWG
3007
Summit Wealth Group
Vermont
$217K +$193K +4,583 New
PAM
3008
PVG Asset Management
Colorado
$217K +$193K +4,580 New
CA
3009
Cannon Advisors
North Carolina
$217K +$193K +4,576 New
HC
3010
Hoese & Co
Minnesota
$216K +$2.94K +70 +2%
NMCM
3011
Nicholson Meyer Capital Management
Missouri
$216K +$192K +4,567 New
CAM
3012
Claret Asset Management
Quebec, Canada
$216K +$192K +4,572 New
PCP
3013
Panoramic Capital Partners
Oregon
$216K +$186K +4,414 New
PFA
3014
Plotkin Financial Advisors
Maryland
$215K +$191K +4,550 New
HWP
3015
Hibernia Wealth Partners
Louisiana
$215K +$191K +4,548 New
CFA
3016
Capstone Financial Advisors
Illinois
$215K +$191K +4,547 New
RDFA
3017
Ritter Daniher Financial Advisory
Ohio
$214K – – –
FCMT
3018
Founders Capital Management (Texas)
Texas
$213K -$18.5K -440 -9%
RCA
3019
Riverview Capital Advisers
Massachusetts
$213K -$130K -3,100 -41%
TPWA
3020
Twin Peaks Wealth Advisors
California
$213K +$188K +4,480 New
NC
3021
NewSquare Capital
Pennsylvania
$212K +$79.3K +1,884 +72%
FBB
3022
Fulton Breakefield Broenniman
Maryland
$212K +$189K +4,488 New
KWMG
3023
King Wealth Management Group
Florida
$212K +$188K +4,471 New
EIA
3024
Eastover Investment Advisors
North Carolina
$212K +$188K +4,470 New
OAS
3025
Optivise Advisory Services
Tennessee
$212K +$188K +4,470 New
119 120
121
122 123