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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
3101
Northstar Group
New York
$260K +$5.02K +95 +2%
EFL
3102
ERn Financial LLC
Wisconsin
$260K -$9.94K -188 -4%
SL
3103
StoryOne LLC
Kansas
$260K – – –
CCA
3104
Cottonwood Capital Advisors
Utah
$260K +$793 +15 +0.3%
GT
3105
GreatBanc Trust
Illinois
$260K – – –
CFA
3106
CWS Financial Advisors
Michigan
$258K +$1K +19 +0.4%
WF
3107
WinCap Financial
Massachusetts
$258K -$13K -245 -5%
SA
3108
Strategic Advocates
Utah
$258K -$252K -4,758 -50%
SA
3109
Scarborough Advisors
Maryland
$257K +$101K +1,907 +69%
4A
3110
4Wealth Advisors
Illinois
$257K -$211 -4 -0.1%
CWM
3111
CCG Wealth Management
California
$257K -$102K -1,923 -29%
PWP
3112
Prasad Wealth Partners
Ohio
$257K +$1K +19 +0.4%
5W
3113
5T Wealth
California
$257K – – –
HIG
3114
Heritage Investment Group
Florida
$257K +$247K +4,664 New
AIA
3115
Accelerate Investment Advisors
California
$256K +$1.22K +23 +0.5%
EWA
3116
Eagle Wealth Advisors
Connecticut
$256K +$246K +4,658 New
PSP
3117
Principal Street Partners
Tennessee
$256K – – –
CP
3118
Creekside Partners
California
$256K – – –
LA
3119
Lifeworks Advisors
Michigan
$255K +$245K +4,644 New
PFC
3120
Phocas Financial Corp
California
$255K – – –
WPW
3121
Watershed Private Wealth
Illinois
$255K +$245K +4,639 New
CFFP
3122
Center for Financial Planning
Michigan
$255K -$16K -302 -6%
CFA
3123
Capstone Financial Advisors
Illinois
$255K +$1.53K +29 +0.6%
BMM
3124
Berkshire Money Management
Massachusetts
$255K +$245K +4,637 New
LHP
3125
Lexington Hill Partners
Texas
$254K +$244K +4,624 New
123 124
125
126 127