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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1426
Sovereign Financial Group
Connecticut
$1.56M -$8.78K -197 -0.5%
KJWM
1427
Kiley Juergens Wealth Management
Washington
$1.56M -$70.9K -1,592 -4%
AI
1428
Arvest Investments
Arkansas
$1.55M -$319K -7,153 -16%
ST
1429
Smithfield Trust
Pennsylvania
$1.54M -$65.4K -1,468 -4%
KCFA
1430
Key Client Fiduciary Advisors
New Jersey
$1.54M -$13.8K -310 -0.8%
NI
1431
NCP Inc
California
$1.54M +$446 +10 +0%
BCG
1432
Breakwater Capital Group
New Jersey
$1.54M -$45.6K -1,023 -3%
PCS
1433
Personal CFO Solutions
New Jersey
$1.54M +$124K +2,779 +8%
AL
1434
Aspiriant LLC
California
$1.54M +$24.4K +547 +2%
WI
1435
WrapManager Inc
California
$1.54M -$776K -17,420 -32%
BAM
1436
Bayview Asset Management
Florida
$1.54M +$1.64M +36,800 New
IA
1437
IFG Advisory
Georgia
$1.53M +$204K +4,582 +14%
BC
1438
Burney Company
Virginia
$1.53M -$395K -8,874 -19%
BEC
1439
Blue Edge Capital
Virginia
$1.53M – – –
MCA
1440
Millennium Capital Advisors
Arkansas
$1.53M +$401 +9 +0%
AF
1441
AGP Franklin
Tennessee
$1.52M +$216K +4,840 +14%
SAW
1442
Signal Advisors Wealth
Michigan
$1.52M +$116K +2,613 +8%
GAG
1443
GM Advisory Group
New York
$1.52M +$53.7K +1,204 +3%
FCA
1444
FLC Capital Advisors
California
$1.52M -$44.5K -999 -3%
GWMR
1445
GC Wealth Management RIA
Massachusetts
$1.52M +$28K +629 +2%
PPWP
1446
Proquility Private Wealth Partners
Nevada
$1.52M -$39.5K -886 -2%
SW
1447
SkyOak Wealth
Michigan
$1.52M -$12.9K -290 -0.8%
PPW
1448
Pasadena Private Wealth
California
$1.51M +$123K +2,759 +8%
TF
1449
TLWM Financial
Texas
$1.51M +$8.2K +184 +0.5%
LSPW
1450
Lake Street Private Wealth
Illinois
$1.51M -$36.6K -822 -2%
56 57
58
59 60