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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3251
Kaydan Wealth Management
Michigan
$217K – – –
CS
3252
Capital Square
Tennessee
$216K +$208K +3,936 New
ODIJL
3253
One Day In July LLC
Vermont
$216K +$208K +3,936 New
RAG
3254
RIA Advisory Group
Iowa
$216K -$7.67K -145 -4%
FWM
3255
FMA Wealth Management
Massachusetts
$216K – – –
WAM
3256
Winslow Asset Management
Ohio
$216K – – –
CWM
3257
Cabot Wealth Management
Massachusetts
$216K +$207K +3,921 New
WFMPM
3258
Woodley Farra Manion Portfolio Management
Indiana
$215K -$18.1K -342 -8%
BIS
3259
BG Investment Services
Guam
$215K -$362K -6,845 -64%
MHFA
3260
Mission Hills Financial Advisory
California
$215K – – –
HCM
3261
Highview Capital Management
Illinois
$215K – – –
GG
3262
GenWealth Group
New Jersey
$214K +$198K +3,740 New
BBA
3263
Braun-Bostich & Associates
Pennsylvania
$213K +$205K +3,880 New
NMCM
3264
Nicholson Meyer Capital Management
Missouri
$213K -$26.4K -500 -11%
EHWM
3265
Eads & Heald Wealth Management
Georgia
$212K -$17.8K -336 -8%
LT
3266
Legacy Trust
Michigan
$212K +$204K +3,861 New
OSNBOA
3267
Old Second National Bank of Aurora
Illinois
$212K – – –
BWS
3268
Buck Wealth Strategies
Colorado
$212K -$5.39K -102 -3%
TW
3269
ticino wealth
California
$212K +$204K +3,850 New
BWMG
3270
Barnes Wealth Management Group
California
$212K +$203K +3,845 New
WSWA
3271
Warren Street Wealth Advisors
California
$211K -$27.6K -523 -12%
EA
3272
Echo45 Advisors
California
$211K +$203K +3,838 New
CWA
3273
Crusonia Wealth Advisors
Colorado
$211K +$203K +3,834 New
HWMG
3274
Harbour Wealth Management Group
South Carolina
$211K +$203K +3,833 New
CCG
3275
Catalina Capital Group
California
$210K +$202K +3,827 New
129 130
131
132 133