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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
3226
Old Second National Bank of Aurora
Illinois
$220K – – –
IAG
3227
Investmark Advisory Group
Connecticut
$220K +$205K +3,858 New
TW
3228
ticino wealth
California
$219K +$205K +3,850 New
CWA
3229
Crux Wealth Advisors
California
$219K +$205K +3,850 New
EWA
3230
Encompass Wealth Advisors
Oregon
$219K +$205K +3,847 New
FPH
3231
Financial Planning Hawaii
Hawaii
$217K +$203K +3,817 New
AGC
3232
August Group Capital
$217K +$203K +3,811 New
LWPC
3233
Legacy Wealth Partners (Colorado)
Colorado
$217K +$202K +3,807 New
CNB
3234
Camden National Bank
Maine
$217K +$202K +3,800 New
RHP
3235
Royal Harbor Partners
Texas
$216K +$202K +3,795 New
PFG
3236
Prospect Financial Group
Virginia
$216K +$202K +3,789 New
OC
3237
Optima Capital
Oregon
$216K +$201K +3,787 New
MA
3238
Modus Advisors
Minnesota
$216K +$201K +3,785 New
RIG
3239
Renaissance Investment Group
Massachusetts
$216K +$201K +3,784 New
EG
3240
Ellerson Group
Maryland
$215K +$201K +3,780 New
TFS
3241
Targeted Financial Services
Florida
$215K +$201K +3,773 New
VAM
3242
Verity Asset Management
North Carolina
$215K +$201K +3,773 New
EGWAG
3243
Elwood & Goetz Wealth Advisory Group
Georgia
$215K +$201K +3,773 New
AWP
3244
Accretive Wealth Partners
New Jersey
$215K +$200K +3,765 New
TLP
3245
Trinity Legacy Partners
Texas
$214K +$185K +3,486 New
BCM
3246
Boltwood Capital Management
California
$214K +$200K +3,760 New
WC
3247
Weil Company
California
$214K +$200K +3,758 New
SPAS
3248
Spectrum Planning & Advisory Services
California
$214K +$199K +3,749 New
PWM
3249
Parkway Wealth Management
Texas
$213K -$22K -414 -10%
CWMGO
3250
Capstone Wealth Management Group (Oregon)
Oregon
$213K +$199K +3,742 New
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