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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
3151
Kaizen Financial Strategies
California
$205K -$16.5K -320 -8%
SFG
3152
SageGuard Financial Group
Tennessee
$205K -$413 -8 -0.2%
CCM
3153
CFO Capital Management
Connecticut
$205K – – –
PEWA
3154
Pacific Excel Wealth Advisors
California
$205K +$217K +4,196 New
PA
3155
Planning Alternatives
Michigan
$205K +$6.04K +117 +3%
RPA
3156
Rock Point Advisors
Vermont
$204K +$216K +4,193 New
PWMG
3157
Pinnacle Wealth Management Group
Michigan
$204K -$69.7K -1,351 -24%
NWM
3158
Navigate Wealth Management
Alabama
$203K +$196K +3,802 New
SGWM
3159
Sterling Group Wealth Management
California
$203K +$215K +4,170 New
CA
3160
Corrado Advisors
New Jersey
$203K +$206 +4 +0.1%
TWM
3161
TSA Wealth Management
Texas
$202K – – –
RI
3162
Ridgewood Investments
New Jersey
$202K +$214K +4,151 New
PC
3163
Permanens Capital
New York
$202K – – –
NA
3164
Nordwand Advisors
Pennsylvania
$202K +$20.9K +405 +11%
SFG
3165
Synergy Financial Group
California
$202K +$214K +4,141 New
T
3166
Tidemark
California
$201K +$9.39K +182 +5%
HFA
3167
Highland Financial Advisors
New Jersey
$201K +$9.39K +182 +5%
TF
3168
Tenzing Financial
Virginia
$201K -$14.8K -287 -7%
TWM
3169
Tripletail Wealth Management
Florida
$198K -$25.8K -500 -11%
SFG
3170
Strive Financial Group
Indiana
$196K +$19.5K +378 +10%
CIAS
3171
CBIZ Investment Advisory Services
Ohio
$195K -$108K -2,096 -34%
HC
3172
Hoese & Co
Minnesota
$194K – – –
MUMSS
3173
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K -$116K -2,239 -37%
OSNBOA
3174
Old Second National Bank of Aurora
Illinois
$188K – – –
NEWAS
3175
N.E.W. Advisory Services
Wisconsin
$188K +$3.3K +64 +2%
125 126
127
128 129