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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
3226
Accretive Wealth Partners
New Jersey
$215K +$200K +3,765 New
TLP
3227
Trinity Legacy Partners
Texas
$214K +$185K +3,486 New
BCM
3228
Boltwood Capital Management
California
$214K +$200K +3,760 New
WC
3229
Weil Company
California
$214K +$200K +3,758 New
SPAS
3230
Spectrum Planning & Advisory Services
California
$214K +$199K +3,749 New
PWM
3231
Parkway Wealth Management
Texas
$213K -$22K -414 -10%
CWMGO
3232
Capstone Wealth Management Group (Oregon)
Oregon
$213K +$199K +3,742 New
TWM
3233
Tanager Wealth Management
United Kingdom
$213K +$199K +3,742 New
2WWM
3234
21 West Wealth Management
California
$213K +$198K +3,731 New
EW
3235
Element Wealth
Mississippi
$212K +$198K +3,722 New
AAM
3236
Aureus Asset Management
Massachusetts
$212K +$198K +3,722 New
NEWAS
3237
N.E.W. Advisory Services
Wisconsin
$212K -$7.45K -140 -4%
ACA
3238
Ackerman Capital Advisors
Texas
$212K +$198K +3,716 New
CWAF
3239
Core Wealth Advisors (Florida)
Florida
$211K +$197K +3,710 New
EP
3240
Essential Partners
California
$211K -$42.9K -807 -18%
FCB
3241
First County Bank
Connecticut
$211K +$197K +3,708 New
I2I
3242
Insight 2811 Inc
Illinois
$211K +$197K +3,705 New
CWM
3243
Cabot Wealth Management
Massachusetts
$211K +$197K +3,696 New
HC
3244
Hara Capital
Washington
$210K – – –
FAM
3245
Frontier Asset Management
Wyoming
$210K +$196K +3,686 New
CTA
3246
Chesley Taft & Associates
Illinois
$210K +$196K +3,682 New
SSCA
3247
South Shore Capital Advisors
Massachusetts
$209K +$196K +3,677 New
WAM
3248
Worth Asset Management
Texas
$209K +$195K +3,673 New
TA
3249
Tactive Advisors
Florida
$209K +$195K +3,666 New
DFG
3250
DiPaolo Financial Group
Florida
$209K +$195K +3,661 New
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130
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