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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
3176
King Wealth Management Group
Florida
$236K -$9.94K -188 -4%
TCFP
3177
Treasure Coast Financial Planning
Florida
$236K +$226K +4,283 New
CFS
3178
Commonwealth Financial Services
West Virginia
$235K +$226K +4,280 New
FDW
3179
Fourth Dimension Wealth
Ohio
$235K -$37.3K -705 -14%
CC
3180
Centiva Capital
New York
$235K +$226K +4,273 New
SDWIA
3181
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$235K – – –
LOIP
3182
Live Oak Investment Partners
Texas
$235K +$317 +6 +0.1%
WWMSC
3183
Wagner Wealth Management (South Carolina)
South Carolina
$234K +$17.7K +334 +8%
NRG
3184
Nemes Rush Group
Michigan
$234K +$34.1K +645 +18%
FCB
3185
First County Bank
Connecticut
$234K -$10.9K -207 -5%
HIS
3186
Harvest Investment Services
Illinois
$234K -$29.2K -552 -11%
FCM
3187
Fortis Capital Management
Washington
$234K +$225K +4,250 New
IIM
3188
Ipswich Investment Management
Massachusetts
$234K – – –
PFA
3189
Plotkin Financial Advisors
Maryland
$234K – – –
DBG
3190
De Burlo Group
Massachusetts
$234K – – –
RWM
3191
Reston Wealth Management
Virginia
$233K +$224K +4,244 New
YP
3192
YANKCOM Partnership
South Dakota
$233K +$39.2K +741 +21%
SFP
3193
Sandbox Financial Partners
Maryland
$232K +$106 +2 +0%
TI
3194
Truepoint Inc
Ohio
$232K +$6.5K +123 +3%
SFG
3195
SageGuard Financial Group
Tennessee
$232K +$223K +4,215 New
CIA
3196
Compass Ion Advisors
Pennsylvania
$232K +$2.91K +55 +1%
SO
3197
Sierra Ocean
California
$231K +$222K +4,204 New
JPLA
3198
Joseph P. Lucia & Associates
New York
$231K +$53 +1 +0%
MIM
3199
Meixler Investment Management
Arizona
$231K – – –
CCM
3200
CFO Capital Management
Connecticut
$231K +$222K +4,200 New
126 127
128
129 130