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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
3151
Richmond Investment Services
Wisconsin
$243K +$10.3K +195 +5%
PWA
3152
Provenance Wealth Advisors
Florida
$243K +$5.13K +97 +2%
FA
3153
Financial Alternatives
California
$243K – – –
HAS
3154
Holland Advisory Services
Florida
$242K +$159 +3 +0.1%
SHGA
3155
Sand Hill Global Advisors
California
$242K -$317K -6,000 -58%
CPC
3156
Congress Park Capital
New York
$242K – – –
KK
3157
Kotler Kevin
$242K +$232K +4,392 New
VDC
3158
Van Diest Capital
Iowa
$241K +$232K +4,390 New
RFA
3159
RTD Financial Advisors
Pennsylvania
$241K +$423 +8 +0.2%
SHWM
3160
Smith & Howard Wealth Management
Georgia
$240K – – –
BH
3161
Burk Holdings
Oklahoma
$240K -$33.5K -634 -13%
TFG
3162
Taylor Financial Group
Virginia
$240K – – –
PWS
3163
Pursuit Wealth Strategies
North Carolina
$239K +$230K +4,351 New
PWP
3164
Parkwoods Wealth Partners
New York
$239K +$14.2K +269 +7%
PHWM
3165
Pine Harbor Wealth Management
Maryland
$239K – – –
SFO
3166
Stenger Family Office
Illinois
$239K +$17.8K +337 +8%
CWMGO
3167
Capstone Wealth Management Group (Oregon)
Oregon
$239K – – –
I
3168
INVST
Indiana
$239K +$20.8K +393 +10%
MKW
3169
Mullaney, Keating & Wright
Connecticut
$239K – – –
PIMG
3170
Patriot Investment Management Group
Tennessee
$238K +$106 +2 +0%
SWA
3171
Sightline Wealth Advisors
Connecticut
$238K – – –
LWA
3172
Legacy Wealth Advisors
Florida
$238K +$228K +4,321 New
AA
3173
Acorns Advisers
California
$237K +$9.14K +173 +4%
TCM
3174
Telos Capital Management
California
$237K +$228K +4,308 New
BWP
3175
Bernardo Wealth Planning
Pennsylvania
$236K +$5.92K +112 +3%
125 126
127
128 129