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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
T
3176
Tidemark
California
$201K +$9.39K +182 +5%
HFA
3177
Highland Financial Advisors
New Jersey
$201K +$9.39K +182 +5%
TF
3178
Tenzing Financial
Virginia
$201K -$14.8K -287 -7%
TWM
3179
Tripletail Wealth Management
Florida
$198K -$25.8K -500 -11%
SFG
3180
Strive Financial Group
Indiana
$196K +$19.5K +378 +10%
CIAS
3181
CBIZ Investment Advisory Services
Ohio
$195K -$108K -2,096 -34%
HC
3182
Hoese & Co
Minnesota
$194K – – –
MUMSS
3183
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K -$116K -2,239 -37%
OSNBOA
3184
Old Second National Bank of Aurora
Illinois
$188K – – –
NEWAS
3185
N.E.W. Advisory Services
Wisconsin
$188K +$3.3K +64 +2%
CCA
3186
Catalyst Capital Advisors
New York
$185K -$117K -2,260 -37%
HC
3187
Hara Capital
Washington
$180K – – –
EWP
3188
Elevation Wealth Partners
California
$179K +$6.29K +122 +3%
WOSD
3189
WFA of San Diego
California
$177K – – –
CFM
3190
Cornerstone Financial Management
Massachusetts
$175K +$106K +2,047 +132%
GF
3191
GGM Financials
Ohio
$174K +$6.19K +120 +3%
HHCP
3192
Hilton Head Capital Partners
South Carolina
$172K -$6.86K -133 -4%
AG
3193
AmeriFlex Group
Nevada
$171K +$877 +17 +0.5%
YP
3194
YANKCOM Partnership
South Dakota
$171K -$38K -736 -17%
TAR
3195
Trask Adam Roland
$171K +$181K +3,500 New
CPG
3196
Cornerstone Planning Group
New Jersey
$170K +$15.5K +301 +10%
FCG
3197
Financial Connections Group
California
$168K – – –
GPFA
3198
Game Plan Financial Advisors
Ohio
$166K +$155 +3 +0.1%
WAG
3199
Wilkerson Advisory Group
Missouri
$164K +$63K +1,220 +57%
RPA
3200
Redwood Park Advisors
California
$160K – – –
126 127
128
129 130