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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
3176
Patriot Investment Management Group
Tennessee
$238K +$106 +2 +0%
SWA
3177
Sightline Wealth Advisors
Connecticut
$238K – – –
LWA
3178
Legacy Wealth Advisors
Florida
$238K +$228K +4,321 New
AA
3179
Acorns Advisers
California
$237K +$9.14K +173 +4%
TCM
3180
Telos Capital Management
California
$237K +$228K +4,308 New
BWP
3181
Bernardo Wealth Planning
Pennsylvania
$236K +$5.92K +112 +3%
KWMG
3182
King Wealth Management Group
Florida
$236K -$9.94K -188 -4%
TCFP
3183
Treasure Coast Financial Planning
Florida
$236K +$226K +4,283 New
CFS
3184
Commonwealth Financial Services
West Virginia
$235K +$226K +4,280 New
FDW
3185
Fourth Dimension Wealth
Ohio
$235K -$37.3K -705 -14%
CC
3186
Centiva Capital
New York
$235K +$226K +4,273 New
SDWIA
3187
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$235K – – –
LOIP
3188
Live Oak Investment Partners
Texas
$235K +$317 +6 +0.1%
WWMSC
3189
Wagner Wealth Management (South Carolina)
South Carolina
$234K +$17.7K +334 +8%
NRG
3190
Nemes Rush Group
Michigan
$234K +$34.1K +645 +18%
FCB
3191
First County Bank
Connecticut
$234K -$10.9K -207 -5%
HIS
3192
Harvest Investment Services
Illinois
$234K -$29.2K -552 -11%
FCM
3193
Fortis Capital Management
Washington
$234K +$225K +4,250 New
IIM
3194
Ipswich Investment Management
Massachusetts
$234K – – –
PFA
3195
Plotkin Financial Advisors
Maryland
$234K – – –
DBG
3196
De Burlo Group
Massachusetts
$234K – – –
RWM
3197
Reston Wealth Management
Virginia
$233K +$224K +4,244 New
YP
3198
YANKCOM Partnership
South Dakota
$233K +$39.2K +741 +21%
SFP
3199
Sandbox Financial Partners
Maryland
$232K +$106 +2 +0%
TI
3200
Truepoint Inc
Ohio
$232K +$6.5K +123 +3%
126 127
128
129 130