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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
1426
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.57M +$246K +5,528 +17%
OMIC
1427
Old Mission Investment Co
Michigan
$1.57M +$116K +2,597 +7%
SFG
1428
Sovereign Financial Group
Connecticut
$1.56M -$8.78K -197 -0.5%
KJWM
1429
Kiley Juergens Wealth Management
Washington
$1.56M -$70.9K -1,592 -4%
AI
1430
Arvest Investments
Arkansas
$1.55M -$319K -7,153 -16%
ST
1431
Smithfield Trust
Pennsylvania
$1.54M -$65.4K -1,468 -4%
KCFA
1432
Key Client Fiduciary Advisors
New Jersey
$1.54M -$13.8K -310 -0.8%
NI
1433
NCP Inc
California
$1.54M +$446 +10 +0%
BCG
1434
Breakwater Capital Group
New Jersey
$1.54M -$45.6K -1,023 -3%
PCS
1435
Personal CFO Solutions
New Jersey
$1.54M +$124K +2,779 +8%
AL
1436
Aspiriant LLC
California
$1.54M +$24.4K +547 +2%
WI
1437
WrapManager Inc
California
$1.54M -$776K -17,420 -32%
BAM
1438
Bayview Asset Management
Florida
$1.54M +$1.64M +36,800 New
IA
1439
IFG Advisory
Georgia
$1.53M +$204K +4,582 +14%
BC
1440
Burney Company
Virginia
$1.53M -$395K -8,874 -19%
BEC
1441
Blue Edge Capital
Virginia
$1.53M – – –
MCA
1442
Millennium Capital Advisors
Arkansas
$1.53M +$401 +9 +0%
AF
1443
AGP Franklin
Tennessee
$1.52M +$216K +4,840 +14%
SAW
1444
Signal Advisors Wealth
Michigan
$1.52M +$116K +2,613 +8%
GAG
1445
GM Advisory Group
New York
$1.52M +$53.7K +1,204 +3%
FCA
1446
FLC Capital Advisors
California
$1.52M -$44.5K -999 -3%
GWMR
1447
GC Wealth Management RIA
Massachusetts
$1.52M +$28K +629 +2%
PPWP
1448
Proquility Private Wealth Partners
Nevada
$1.52M -$39.5K -886 -2%
SW
1449
SkyOak Wealth
Michigan
$1.52M -$12.9K -290 -0.8%
PPW
1450
Pasadena Private Wealth
California
$1.51M +$123K +2,759 +8%
56 57
58
59 60