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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3151
Birchcreek Wealth Management
Ohio
$207K +$24.4K +472 +12%
DBG
3152
De Burlo Group
Massachusetts
$207K – – –
BF
3153
Baring Financial
Washington
$207K +$219K +4,245 New
RWM
3154
Reston Wealth Management
Virginia
$207K -$206 -4 -0.1%
PPWM
3155
PFG Private Wealth Management
Florida
$207K +$219K +4,239 New
PGFG
3156
Pine Grove Financial Group
Minnesota
$206K -$7.53K -146 -3%
LA
3157
Lifeworks Advisors
Michigan
$206K -$21.6K -418 -9%
SL
3158
StoryOne LLC
Kansas
$206K – – –
TVM
3159
True Vision MN
Minnesota
$206K +$12.9K +250 +6%
WMA
3160
West Michigan Advisors
Michigan
$205K -$276K -5,351 -56%
KFS
3161
Kaizen Financial Strategies
California
$205K -$16.5K -320 -8%
SFG
3162
SageGuard Financial Group
Tennessee
$205K -$413 -8 -0.2%
CCM
3163
CFO Capital Management
Connecticut
$205K – – –
PEWA
3164
Pacific Excel Wealth Advisors
California
$205K +$217K +4,196 New
PA
3165
Planning Alternatives
Michigan
$205K +$6.04K +117 +3%
RPA
3166
Rock Point Advisors
Vermont
$204K +$216K +4,193 New
PWMG
3167
Pinnacle Wealth Management Group
Michigan
$204K -$69.7K -1,351 -24%
NWM
3168
Navigate Wealth Management
Alabama
$203K +$196K +3,802 New
SGWM
3169
Sterling Group Wealth Management
California
$203K +$215K +4,170 New
CA
3170
Corrado Advisors
New Jersey
$203K +$206 +4 +0.1%
TWM
3171
TSA Wealth Management
Texas
$202K – – –
RI
3172
Ridgewood Investments
New Jersey
$202K +$214K +4,151 New
PC
3173
Permanens Capital
New York
$202K – – –
NA
3174
Nordwand Advisors
Pennsylvania
$202K +$20.9K +405 +11%
SFG
3175
Synergy Financial Group
California
$202K +$214K +4,141 New
125 126
127
128 129