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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFGAS
3101
Allegiance Financial Group Advisory Services
Virginia
$205K +$193K +3,963 New
BWS
3102
Buck Wealth Strategies
Colorado
$204K +$193K +3,956 New
I
3103
INVST
Indiana
$204K +$193K +3,952 New
WTFG
3104
Wells Trecaso Financial Group
Ohio
$204K -$119K -2,436 -38%
KWM
3105
Kaydan Wealth Management
Michigan
$203K +$192K +3,939 New
WAM
3106
Winslow Asset Management
Ohio
$203K +$192K +3,930 New
FWM
3107
FMA Wealth Management
Massachusetts
$203K +$192K +3,932 New
WWMSC
3108
Wagner Wealth Management (South Carolina)
South Carolina
$203K +$192K +3,930 New
MHFA
3109
Mission Hills Financial Advisory
California
$201K +$190K +3,903 New
HCM
3110
Highview Capital Management
Illinois
$201K +$190K +3,900 New
IA
3111
Intellus Advisors
Florida
$201K -$24.3K -499 -11%
SDWMA
3112
Schneider Downs Wealth Management Advisors
Pennsylvania
$201K +$190K +3,890 New
DWM
3113
DecisionMap Wealth Management
Virginia
$200K +$189K +3,879 New
OSNBOA
3114
Old Second National Bank of Aurora
Illinois
$199K – – –
CPG
3115
Cornerstone Planning Group
New Jersey
$196K +$42.4K +869 +31%
NEWAS
3116
N.E.W. Advisory Services
Wisconsin
$193K +$98 +2 +0.1%
HC
3117
Hara Capital
Washington
$191K -$518K -10,616 -74%
GWP
3118
Gen-Wealth Partners
Michigan
$191K +$67.1K +1,375 +59%
RF
3119
Rossby Financial
Florida
$191K +$60.4K +1,239 +49%
NRG
3120
Nemes Rush Group
Michigan
$186K -$1.42K -29 -0.8%
WAM
3121
WFA Asset Management
Wisconsin
$184K -$40.1K -823 -15%
VCMGDR
3122
Vinland Capital Management Gestora de Recursos
Brazil
$182K +$172K +3,534 New
T
3123
Tidemark
California
$182K +$3.76K +77 +2%
YP
3124
YANKCOM Partnership
South Dakota
$180K -$5.66K -116 -3%
SNB
3125
Security National Bank
Nebraska
$180K +$48K +983 +39%
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