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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
3151
Waypoint Wealth Counsel
Georgia
$237K -$177K -3,323 -44%
TWM
3152
TSA Wealth Management
Texas
$237K – – –
HCWM
3153
Hidden Cove Wealth Management
Washington
$236K +$220K +4,137 New
AF
3154
Apollon Financial
South Carolina
$236K +$220K +4,137 New
TWM
3155
Tripletail Wealth Management
Florida
$236K – – –
SDWIA
3156
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$236K -$6.97K -131 -3%
BIA
3157
Barry Investment Advisors
Massachusetts
$236K -$7.34K -138 -3%
TIM
3158
Tortoise Investment Management
New York
$236K +$220K +4,134 New
EWP
3159
Elevation Wealth Partners
California
$235K +$23.9K +449 +12%
CCA
3160
Clearwater Capital Advisors
Illinois
$235K +$219K +4,122 New
AWM
3161
Absher Wealth Management
North Carolina
$234K +$219K +4,110 New
VH
3162
VVR Holdings
Washington
$234K +$218K +4,105 New
HFA
3163
Highland Financial Advisors
New Jersey
$233K -$1.97K -37 -0.9%
NWM
3164
Navigate Wealth Management
Alabama
$233K – – –
JPLA
3165
Joseph P. Lucia & Associates
New York
$233K +$217K +4,084 New
AA
3166
Advisory Advocates
Michigan
$233K +$217K +4,084 New
CC
3167
Cadinha & Co
Hawaii
$231K +$216K +4,062 New
AWA
3168
A4 Wealth Advisors
North Carolina
$231K -$111K -2,095 -34%
IWP
3169
Innova Wealth Partners
Pennsylvania
$231K +$216K +4,052 New
FWP
3170
Fiduciary Wealth Partners
Massachusetts
$231K +$216K +4,052 New
RI
3171
Ridgewood Investments
New Jersey
$231K -$5.32K -100 -2%
GRA
3172
Golden Road Advisors
Florida
$231K +$215K +4,046 New
ELM
3173
Elite Life Management
Florida
$230K +$193K +3,635 New
RCA
3174
Runnymede Capital Advisors
Ohio
$229K +$214K +4,019 New
SL
3175
Salomon & Ludwin
Virginia
$229K -$42.2K -794 -17%
125 126
127
128 129