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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
3126
Wealth Advisory Solutions
Indiana
$254K -$29.2K -553 -11%
ATFA
3127
All Terrain Financial Advisors
Minnesota
$253K – – –
DI
3128
Disciplined Investments
Oklahoma
$253K +$106 +2 +0%
CIS
3129
Custom Index Systems
New York
$253K -$103K -1,945 -30%
MPCG
3130
Matrix Private Capital Group
New York
$252K – – –
RCA
3131
Riverview Capital Advisers
Massachusetts
$252K -$5.29K -100 -2%
VI
3132
VanderPol Investments
Michigan
$252K +$317 +6 +0.1%
TPWM
3133
Twelve Points Wealth Management
Massachusetts
$251K +$4.76K +90 +2%
LFASL
3134
Lugano Financial Advisors SA (LFA)
Switzerland
$251K – – –
TCWM
3135
Total Clarity Wealth Management
Illinois
$251K +$6.82K +129 +3%
SWG
3136
Summit Wealth Group
Vermont
$250K +$20K +378 +9%
SWMP
3137
Signature Wealth Management Partners
New Jersey
$250K – – –
CWAF
3138
Core Wealth Advisors (Florida)
Florida
$250K +$240K +4,539 New
CCM
3139
Collar Capital Management
Wisconsin
$249K -$21.1K -400 -8%
AFO
3140
Arrowroot Family Office
California
$249K +$239K +4,525 New
CF
3141
Claris Financial
Virginia
$249K +$951 +18 +0.4%
TWM
3142
Tripletail Wealth Management
Florida
$248K – – –
BFA
3143
Brendel Financial Advisors
New Hampshire
$248K +$11.5K +217 +5%
SLWA
3144
San Luis Wealth Advisors
California
$246K -$26.4K -500 -10%
EIA
3145
Eastover Investment Advisors
North Carolina
$246K – – –
FCMT
3146
Founders Capital Management (Texas)
Texas
$246K -$1.59K -30 -0.7%
NSB
3147
Norway Savings Bank
Maine
$244K +$21.7K +410 +10%
LWM
3148
Lakeridge Wealth Management
Ohio
$244K +$14.6K +276 +7%
BCG
3149
Bravias Capital Group
New Jersey
$244K -$41.5K -786 -15%
NS
3150
Northland Securities
Minnesota
$243K +$234K +4,425 New
124 125
126
127 128