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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
3001
Main Street Group
Virginia
$290K – – –
B
3002
Barings
North Carolina
$290K – – –
HC
3003
Hamilton Capital
Ohio
$289K +$278K +5,262 New
GC
3004
GatePass Capital
Ohio
$289K +$278K +5,261 New
TCM
3005
Traub Capital Management
Massachusetts
$289K – – –
MAG
3006
MRA Advisory Group
New Jersey
$289K +$41.4K +783 +17%
CPWM
3007
Cypress Point Wealth Management
Texas
$289K +$53 +1 +0%
S4W
3008
Solutions 4 Wealth
Texas
$288K +$317 +6 +0.1%
NC
3009
NewSquare Capital
Pennsylvania
$288K -$35.8K -678 -11%
KPWG
3010
KFA Private Wealth Group
Virginia
$287K +$22.5K +425 +9%
IWA
3011
Integrity Wealth Advisors
California
$287K -$399K -7,555 -59%
TAM
3012
Tucker Asset Management
Colorado
$287K -$32K -606 -10%
MMG
3013
Monetary Management Group
Missouri
$286K – – –
GB
3014
Goepper Burkhardt
South Carolina
$286K +$211 +4 +0.1%
MAG
3015
Meadowbrook Advisors Group
New Jersey
$284K +$273K +5,170 New
G
3016
Gainplan
Michigan
$284K +$273K +5,167 New
GA
3017
GSG Advisors
New Jersey
$284K – – –
SCA
3018
Stokes Capital Advisors
South Carolina
$284K +$273K +5,158 New
IWM
3019
IMG Wealth Management
Florida
$283K +$19.9K +376 +8%
MF
3020
Meridian Financial
Massachusetts
$283K -$10.6K -200 -4%
GFA
3021
Godfrey Financial Associates
New York
$282K +$271K +5,134 New
EP
3022
Essential Partners
California
$282K -$60.3K -1,141 -18%
JWS
3023
Juncture Wealth Strategies
Arizona
$282K – – –
TW
3024
Tempo Wealth
Ohio
$282K +$271K +5,128 New
TA
3025
TFB Advisors
Kansas
$281K -$4.28K -81 -2%
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