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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
3051
Live Oak Investment Partners
Texas
$220K +$341 +7 +0.2%
MPM
3052
Meritage Portfolio Management
Kansas
$219K -$9.76K -200 -4%
HWM
3053
Hobbs Wealth Management
Indiana
$219K +$207K +4,252 New
IIM
3054
Ipswich Investment Management
Massachusetts
$219K – – –
PFA
3055
Plotkin Financial Advisors
Maryland
$219K -$14.6K -300 -7%
DBG
3056
De Burlo Group
Massachusetts
$219K – – –
CA
3057
Cannon Advisors
North Carolina
$219K -$17.3K -354 -8%
RIS
3058
Richmond Investment Services
Wisconsin
$218K -$77.6K -1,590 -27%
SFP
3059
Sandbox Financial Partners
Maryland
$218K +$206K +4,218 New
EHWM
3060
Eads & Heald Wealth Management
Georgia
$217K -$24.9K -510 -11%
JPLA
3061
Joseph P. Lucia & Associates
New York
$217K +$205K +4,200 New
MIM
3062
Meixler Investment Management
Arizona
$217K +$205K +4,200 New
OPWM
3063
Oregon Pacific Wealth Management
Oregon
$217K +$205K +4,198 New
BWP
3064
Bernardo Wealth Planning
Pennsylvania
$216K +$204K +4,188 New
HP
3065
Holistic Planning
Texas
$216K -$72.7K -1,490 -26%
KFGK
3066
Keystone Financial Group (Kentucky)
Kentucky
$216K -$1.19M -24,410 -86%
HHGA
3067
Halbert Hargrove Global Advisors
California
$216K +$57.5K +1,179 +39%
PA
3068
Prossimo Advisors
California
$215K -$124K -2,534 -38%
EMC
3069
Everest Management Corp
California
$215K +$204K +4,173 New
SWG
3070
Summit Wealth Group
Vermont
$215K -$20.1K -412 -9%
LWM
3071
Lakeridge Wealth Management
Ohio
$215K +$203K +4,164 New
CIA
3072
Compass Ion Advisors
Pennsylvania
$214K +$203K +4,155 New
CA
3073
Corrado Advisors
New Jersey
$214K +$203K +4,154 New
AA
3074
Acorns Advisers
California
$214K +$202K +4,139 New
NA
3075
Nordwand Advisors
Pennsylvania
$214K +$202K +4,148 New
121 122
123
124 125