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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
3201
Truepoint Inc
Ohio
$232K +$6.5K +123 +3%
SFG
3202
SageGuard Financial Group
Tennessee
$232K +$223K +4,215 New
CIA
3203
Compass Ion Advisors
Pennsylvania
$232K +$2.91K +55 +1%
SO
3204
Sierra Ocean
California
$231K +$222K +4,204 New
JPLA
3205
Joseph P. Lucia & Associates
New York
$231K +$53 +1 +0%
MIM
3206
Meixler Investment Management
Arizona
$231K – – –
CCM
3207
CFO Capital Management
Connecticut
$231K +$222K +4,200 New
MPM
3208
Meritage Portfolio Management
Kansas
$230K -$3.96K -75 -2%
P
3209
Palladiem
Pennsylvania
$230K +$220K +4,154 New
JF
3210
JMN Financial
Ohio
$230K +$221K +4,175 New
HCWM
3211
Hidden Cove Wealth Management
Washington
$230K -$20.5K -387 -8%
LWPC
3212
Legacy Wealth Partners (Colorado)
Colorado
$229K +$220K +4,168 New
AC
3213
AIFG Consultants
New York
$229K -$100K -1,901 -31%
STA
3214
Shade Tree Advisors
New York
$229K +$220K +4,163 New
CA
3215
Corrado Advisors
New Jersey
$229K +$211 +4 +0.1%
KFS
3216
Kaizen Financial Strategies
California
$228K +$951 +18 +0.4%
TWM
3217
TSA Wealth Management
Texas
$228K +$220K +4,153 New
PC
3218
Permanens Capital
New York
$228K -$95.1K -1,799 -30%
PA
3219
Prossimo Advisors
California
$228K -$1.69K -32 -0.8%
WA
3220
Waterford Advisors
New York
$227K – – –
FC
3221
Financial Consulate
Maryland
$227K -$12.4K -235 -5%
BRWM
3222
Blue Rock Wealth Management
North Carolina
$226K -$10.6K -200 -5%
EWA
3223
Encompass Wealth Advisors
Oregon
$225K -$38.8K -734 -15%
RGC
3224
Roberts, Glore & Co
Illinois
$225K – – –
PA
3225
Planning Alternatives
Michigan
$224K +$216K +4,080 New
127 128
129
130 131