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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WMN
3001
Wealth Management Nebraska
Nebraska
$292K +$6.87K +130 +3%
SWA
3002
Strategies Wealth Advisors
Michigan
$292K +$7.88K +149 +3%
BWM
3003
Bulltick Wealth Management
Florida
$292K – – –
AWP
3004
Avid Wealth Partners
Texas
$291K +$45K +852 +19%
WAP
3005
Wealth Analytics Partners
California
$291K +$279K +5,286 New
MSG
3006
Main Street Group
Virginia
$290K – – –
B
3007
Barings
North Carolina
$290K – – –
HC
3008
Hamilton Capital
Ohio
$289K +$278K +5,262 New
GC
3009
GatePass Capital
Ohio
$289K +$278K +5,261 New
TCM
3010
Traub Capital Management
Massachusetts
$289K – – –
MAG
3011
MRA Advisory Group
New Jersey
$289K +$41.4K +783 +17%
CPWM
3012
Cypress Point Wealth Management
Texas
$289K +$53 +1 +0%
S4W
3013
Solutions 4 Wealth
Texas
$288K +$317 +6 +0.1%
NC
3014
NewSquare Capital
Pennsylvania
$288K -$35.8K -678 -11%
KPWG
3015
KFA Private Wealth Group
Virginia
$287K +$22.5K +425 +9%
IWA
3016
Integrity Wealth Advisors
California
$287K -$399K -7,555 -59%
TAM
3017
Tucker Asset Management
Colorado
$287K -$32K -606 -10%
MMG
3018
Monetary Management Group
Missouri
$286K – – –
GB
3019
Goepper Burkhardt
South Carolina
$286K +$211 +4 +0.1%
MAG
3020
Meadowbrook Advisors Group
New Jersey
$284K +$273K +5,170 New
G
3021
Gainplan
Michigan
$284K +$273K +5,167 New
GA
3022
GSG Advisors
New Jersey
$284K – – –
SCA
3023
Stokes Capital Advisors
South Carolina
$284K +$273K +5,158 New
IWM
3024
IMG Wealth Management
Florida
$283K +$19.9K +376 +8%
MF
3025
Meridian Financial
Massachusetts
$283K -$10.6K -200 -4%
119 120
121
122 123