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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1401
Everhart Financial Group
Ohio
$1.95M +$164K +3,370 +10%
CTA
1402
Colonial Trust Advisors
South Carolina
$1.94M -$448K -9,174 -20%
PWAM
1403
Private Wealth Asset Management
Iowa
$1.94M -$272K -5,576 -13%
IA
1404
IFG Advisory
Georgia
$1.93M +$29.9K +613 +2%
SFG
1405
Sovereign Financial Group
Connecticut
$1.93M +$5.8K +119 +0.3%
LSPW
1406
Lake Street Private Wealth
Illinois
$1.93M +$6.25K +128 +0.3%
CPCM
1407
Cardinal Point Capital Management
Ontario, Canada
$1.92M +$628K +12,871 +51%
OC
1408
Oarsman Capital
Wisconsin
$1.92M +$31.3K +642 +2%
MAMU
1409
Myriad Asset Management US
Florida
$1.91M +$1.81M +37,119 New
DI
1410
Diligent Investors
California
$1.91M -$1.22M -24,971 -40%
SAI
1411
Savvy Advisors Inc
New York
$1.91M -$70.9K -1,454 -4%
CIG
1412
Cullen Investment Group
Louisiana
$1.91M -$73.9K -1,515 -4%
PCS
1413
Personal CFO Solutions
New Jersey
$1.91M +$18.8K +385 +1%
CIAS
1414
CFS Investment Advisory Services
New Jersey
$1.9M +$102K +2,081 +6%
BEC
1415
Blue Edge Capital
Virginia
$1.89M – – –
JWM
1416
Jupiter Wealth Management
Colorado
$1.89M +$97.6K +2,000 +6%
FFO
1417
Fiduciary Family Office
Florida
$1.88M -$105K -2,143 -6%
ADL
1418
Asset Dedication LLC
California
$1.88M -$171K -3,498 -9%
TPA
1419
Trivium Point Advisory
Connecticut
$1.88M -$70.6K -1,447 -4%
BB
1420
Busey Bank
Illinois
$1.88M -$148K -3,042 -8%
SW
1421
SkyOak Wealth
Michigan
$1.87M – – –
FDS
1422
First Dallas Securities
Texas
$1.87M -$229K -4,688 -11%
KCFA
1423
Key Client Fiduciary Advisors
New Jersey
$1.86M -$18K -368 -1%
MYIA
1424
Mount Yale Investment Advisors
Colorado
$1.86M +$1.48M +30,385 +529%
NI
1425
NCP Inc
California
$1.86M -$10.2K -209 -0.6%
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