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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1201
Prestige Wealth Management Group
New Jersey
$3.2M +$400K +7,518 +15%
CWAG
1202
Compton Wealth Advisory Group
Virginia
$3.2M -$1.22K -23 -0%
UWPG
1203
Ullmann Wealth Partners Group
Florida
$3.2M +$118K +2,228 +4%
BFG
1204
Birch Financial Group
New Hampshire
$3.19M +$31.1K +584 +1%
HCP
1205
Hexagon Capital Partners
Arkansas
$3.19M +$92.2K +1,734 +3%
QWM
1206
Quadcap Wealth Management
Texas
$3.17M +$56.3K +1,059 +2%
VRM
1207
Vectors Research Management
New York
$3.17M +$106K +1,999 +4%
LA
1208
LM Advisors
California
$3.16M +$2.81M +52,856 +2,130%
LWCFA
1209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.15M +$405K +7,610 +16%
SC
1210
Skylands Capital
Wisconsin
$3.15M -$166K -3,120 -5%
LWMNY
1211
Landmark Wealth Management (New York)
New York
$3.14M – – –
AAS
1212
Ameritas Advisory Services
Nebraska
$3.14M +$545K +10,239 +23%
FWP
1213
FAS Wealth Partners
Kansas
$3.13M +$1.33K +25 +0%
ONB
1214
Old National Bancorp
Indiana
$3.12M +$96.1K +1,807 +3%
NDSI
1215
Newman Dignan & Sheerar Inc
Rhode Island
$3.11M -$2.5K -47 -0.1%
CF
1216
Centaurus Financial
California
$3.1M -$26.7K -502 -0.9%
CA
1217
Carson Advisory
Georgia
$3.1M -$115K -2,165 -4%
AMIM
1218
Aull & Monroe Investment Management
Alabama
$3.08M -$57.5K -1,081 -2%
HWA
1219
HCR Wealth Advisors
California
$3.08M +$10.4K +196 +0.4%
GHA
1220
Granite Harbor Advisors
Texas
$3.07M -$69.2K -1,302 -2%
BONH
1221
Bank of New Hampshire
New Hampshire
$3.06M -$10.4K -195 -0.4%
CT
1222
Coastline Trust
Rhode Island
$3.06M – – –
BEW
1223
Burton Enright Welch
California
$3.05M -$18.5K -347 -0.6%
LA
1224
LVW Advisors
New York
$3.03M +$326K +6,135 +13%
OL
1225
one8zero8 LLC
North Carolina
$3.03M -$53.1K -998 -2%
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