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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1476
Rock Creek Group
District of Columbia
$598K +$595K +25,183 New
PFS
1477
Physicians Financial Services
North Carolina
$596K +$14.2K +600 +2%
LBC
1478
Lowe Brockenbrough & Co
Virginia
$592K +$7.09K +300 +1%
WP
1479
WealthPLAN Partners
Nebraska
$591K -$23.2K -981 -4%
JDR
1480
Jay D. Rosenbaum
$588K +$13.2K +560 +2%
WCM
1481
Whitener Capital Management
North Carolina
$583K -$7.09K -300 -1%
GCA
1482
Gradient Capital Advisors
California
$583K +$9.69K +410 +2%
PAS
1483
Partnervest Advisory Services
California
$580K +$111K +4,694 +24%
WEC
1484
Winslow Evans & Crocker
Massachusetts
$579K +$17.7K +751 +3%
FC
1485
Forte Capital
New York
$576K -$65.2K -2,758 -10%
WDA
1486
Wendell David Associates
New Hampshire
$576K – – –
ACP
1487
Aviance Capital Partners
Florida
$575K -$1.16M -49,083 -67%
CAMG
1488
CWA Asset Management Group
Florida
$575K -$258K -10,926 -31%
SW
1489
SteelPeak Wealth
California
$575K +$572K +24,209 New
SIM
1490
SSI Investment Management
California
$574K -$8.51K -360 -1%
OFS
1491
OneAscent Financial Services
Alabama
$574K +$20.4K +862 +4%
CHAM
1492
Clear Harbor Asset Management
Connecticut
$573K +$85.1K +3,600 +18%
MHIC
1493
Marble Harbor Investment Counsel
Massachusetts
$572K -$14.1K -597 -2%
PWMG
1494
Prestige Wealth Management Group
New Jersey
$568K +$245K +10,373 +77%
CAM
1495
Close Asset Management
United Kingdom
$567K -$175K -7,389 -24%
AB
1496
Atlas Brown
Kentucky
$565K +$90K +3,807 +19%
KF
1497
Krilogy Financial
Missouri
$563K -$14.7K -623 -3%
APP
1498
Avantax Planning Partners
Iowa
$560K -$35.5K -1,504 -6%
BCWM
1499
Bartlett & Co Wealth Management
Ohio
$559K -$5.27K -223 -0.9%
BC
1500
Bartlett & Co
Ohio
$559K -$5.27K -223 -0.9%
58 59
60
61 62