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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFG
3176
Pine Grove Financial Group
Minnesota
$235K -$745 -14 -0.3%
EWP
3177
Elevation Wealth Partners
California
$235K +$23.9K +449 +12%
CCA
3178
Clearwater Capital Advisors
Illinois
$235K +$219K +4,122 New
AWM
3179
Absher Wealth Management
North Carolina
$234K +$219K +4,110 New
VH
3180
VVR Holdings
Washington
$234K +$218K +4,105 New
HFA
3181
Highland Financial Advisors
New Jersey
$233K -$1.97K -37 -0.9%
NWM
3182
Navigate Wealth Management
Alabama
$233K – – –
JPLA
3183
Joseph P. Lucia & Associates
New York
$233K +$217K +4,084 New
AA
3184
Advisory Advocates
Michigan
$233K +$217K +4,084 New
CC
3185
Cadinha & Co
Hawaii
$231K +$216K +4,062 New
AWA
3186
A4 Wealth Advisors
North Carolina
$231K -$111K -2,095 -34%
IWP
3187
Innova Wealth Partners
Pennsylvania
$231K +$216K +4,052 New
FWP
3188
Fiduciary Wealth Partners
Massachusetts
$231K +$216K +4,052 New
RI
3189
Ridgewood Investments
New Jersey
$231K -$5.32K -100 -2%
GRA
3190
Golden Road Advisors
Florida
$231K +$215K +4,046 New
ELM
3191
Elite Life Management
Florida
$230K +$193K +3,635 New
RCA
3192
Runnymede Capital Advisors
Ohio
$229K +$214K +4,019 New
SL
3193
Salomon & Ludwin
Virginia
$229K -$42.2K -794 -17%
FA
3194
FSA Advisors
Michigan
$229K -$21.6K -406 -9%
FS
3195
Financial Symmetry
North Carolina
$229K +$213K +4,011 New
KWM
3196
Kaydan Wealth Management
Michigan
$228K +$213K +4,005 New
GFWA
3197
Grey Fox Wealth Advisors
Delaware
$227K +$212K +3,992 New
RGC
3198
Roberts, Glore & Co
Illinois
$227K +$212K +3,990 New
CIS
3199
Continental Investors Services
Washington
$227K +$191K +3,589 New
VIP
3200
Value Investment Professionals
New York
$227K +$212K +3,985 New
126 127
128
129 130