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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1526
Keel Point
Alabama
$1.16M +$418K +10,904 +57%
GWA
1527
GGM Wealth Advisors
Maryland
$1.16M -$76.5K -1,996 -6%
CCG
1528
Cypress Capital Group
Florida
$1.16M +$18.3K +478 +2%
KFGK
1529
Keystone Financial Group (Kentucky)
Kentucky
$1.16M -$51.6K -1,347 -4%
MBTD
1530
Mechanics Bank - Trust Department
California
$1.15M -$25.9K -675 -2%
BTWM
1531
Baker Tilly Wealth Management
Wisconsin
$1.15M -$1.62M -42,342 -59%
WP
1532
WealthPLAN Partners
Nebraska
$1.15M +$27.5K +717 +3%
AAM
1533
Augustine Asset Management
Florida
$1.15M +$5.56K +145 +0.5%
MPPW
1534
Mitchell & Pahl Private Wealth
Oklahoma
$1.15M +$1.07K +28 +0.1%
KCM
1535
Kathmere Capital Management
Pennsylvania
$1.14M +$128K +3,334 +13%
JSW
1536
Journey Strategic Wealth
New Jersey
$1.14M +$201K +5,236 +22%
PWP
1537
Precedent Wealth Partners
Texas
$1.14M +$60.7K +1,585 +6%
CWP
1538
Concord Wealth Partners
Virginia
$1.14M -$1.2M -31,375 -52%
RBFC
1539
Roman Butler Fullerton & Co
Missouri
$1.14M -$6.17K -161 -0.6%
SIA
1540
Sit Investment Associates
Minnesota
$1.14M -$25.9K -675 -2%
NFG
1541
Nations Financial Group
Iowa
$1.14M +$251K +6,546 +30%
BC
1542
Barrett & Company
Rhode Island
$1.13M -$77.9K -2,032 -7%
PFA
1543
Pure Financial Advisors
California
$1.13M -$20.3K -530 -2%
CWM
1544
Chesapeake Wealth Management
Virginia
$1.12M -$26.3K -687 -2%
JWBC
1545
J.W. Burns & Co
New York
$1.12M -$164K -4,292 -13%
AWM
1546
Aprio Wealth Management
Georgia
$1.12M +$94K +2,452 +10%
CS
1547
Cannell & Spears
New York
$1.11M +$11.5K +300 +1%
SJL
1548
Shayne & Jacobs LLC
Tennessee
$1.11M +$76.6K +2,000 +8%
TA
1549
Tectonic Advisors
Texas
$1.11M +$64.5K +1,682 +6%
JAG
1550
Journey Advisory Group
Kentucky
$1.11M -$23K -600 -2%
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