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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1426
Princeton Capital Management
New Jersey
$1.03M -$35K -1,061 -3%
CCG
1427
Coastwise Capital Group
California
$1.03M +$243K +7,365 +26%
NAS
1428
Nicolet Advisory Services
Wisconsin
$1.03M +$288K +8,726 +31%
HWA
1429
Heritage Wealth Advisors
Virginia
$1.03M -$562K -17,021 -32%
BEC
1430
Blue Edge Capital
Virginia
$1.03M – – –
FANJ
1431
Financial Architects (New Jersey)
New Jersey
$1.03M -$33.4K -1,012 -3%
CAMG
1432
CWA Asset Management Group
Florida
$1.03M -$185K -5,600 -13%
FOFP
1433
Fee-Only Financial Planning
South Carolina
$1.03M – – –
GFS
1434
GYL Financial Synergies
Connecticut
$1.03M +$582K +17,622 +97%
BL
1435
BFSG LLC
California
$1.02M +$203K +6,155 +21%
SIG
1436
Sargent Investment Group
Maryland
$1.02M +$94.7K +2,869 +9%
RWA
1437
Ropes Wealth Advisors
Massachusetts
$1.02M -$97.9K -2,966 -8%
FDS
1438
Freedom Day Solutions
Texas
$1.02M -$75.9K -2,300 -6%
BFA
1439
Buttonwood Financial Advisors
Maryland
$1.02M -$2.21K -67 -0.2%
CW
1440
CreativeOne Wealth
Kansas
$1.01M +$45K +1,363 +4%
SAM
1441
SignalPoint Asset Management
Missouri
$1.01M -$4.65K -141 -0.4%
MPPW
1442
Mitchell & Pahl Private Wealth
Oklahoma
$1.01M -$27.6K -836 -2%
WDC
1443
Woodward Diversified Capital
California
$1M +$8.05K +244 +0.7%
OCM
1444
Orion Capital Management
California
$1M -$17.6K -534 -2%
PPW
1445
Pasadena Private Wealth
California
$995K +$11.3K +341 +1%
WWC
1446
Waypoint Wealth Counsel
Georgia
$993K +$27.8K +841 +2%
AA
1447
ALPS Advisors
Colorado
$987K -$284K -8,616 -20%
OL
1448
Optas LLC
Texas
$985K +$261K +7,898 +30%
CA
1449
Continental Advisors
Utah
$985K – – –
CB
1450
Centennial Bank
Arkansas
$985K -$177K -5,356 -13%
56 57
58
59 60