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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1551
Pinnacle Advisory Group
Maryland
$697K – – –
MF
1552
Manchester Financial
California
$695K – – –
AI
1553
Accredited Investors
Minnesota
$692K +$25.9K +965 +4%
WAG
1554
Winthrop Advisory Group
Massachusetts
$690K +$161 +6 +0%
WAS
1555
Wealth Advisory Solutions
Indiana
$690K +$51.1K +1,908 +9%
FWP
1556
FAS Wealth Partners
Kansas
$686K +$27 +1 +0%
WWM
1557
Windsor Wealth Management
Indiana
$683K -$352K -13,132 -37%
GIA
1558
Gladstone Institutional Advisory
Florida
$682K -$50.1K -1,871 -8%
CAMG
1559
CWA Asset Management Group
Florida
$680K -$39.3K -1,467 -6%
HPWM
1560
Highland Private Wealth Management
Washington
$679K -$33.6K -1,252 -5%
BO
1561
BRR OpCo
Ohio
$678K -$24.1K -898 -4%
DDPIC
1562
Deroy & Devereaux Private Investment Counsel
Michigan
$676K -$70.4K -2,625 -11%
FLI
1563
Family Legacy Inc
South Carolina
$676K +$24.5K +915 +4%
CAM
1564
Covenant Asset Management
New Jersey
$675K -$303K -11,300 -34%
CCM
1565
CWH Capital Management
Washington
$675K +$117K +4,379 +24%
OAM
1566
Optimal Asset Management
California
$672K -$2.41K -90 -0.4%
WDA
1567
Wendell David Associates
New Hampshire
$672K +$4.29K +160 +0.7%
AC
1568
Addison Capital
Pennsylvania
$670K -$6.78K -253 -1%
FCA
1569
FinTrust Capital Advisors
South Carolina
$670K +$33.5K +1,249 +6%
GA
1570
GoalVest Advisory
New York
$670K +$593K +22,121 New
APP
1571
Avantax Planning Partners
Iowa
$666K -$64.8K -2,418 -10%
CFMC
1572
Curbstone Financial Management Corp
New Hampshire
$666K +$6.7K +250 +1%
ME
1573
McIlrath & Eck
Washington
$662K +$64K +2,388 +12%
SCI
1574
Stableford Capital II
Arizona
$658K +$581K +21,695 New
GLLW
1575
Graves Light Lenhart Wealth
Virginia
$657K -$20.5K -764 -3%
61 62
63
64 65