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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1551
Capital Wealth Planning
Florida
$898K – – –
NFG
1552
Norris Financial Group
South Carolina
$896K +$799K +23,160 New
GPA
1553
Garrison Point Advisors
California
$896K – – –
AWA
1554
Arkadios Wealth Advisors
Georgia
$895K +$140K +4,056 +21%
TC
1555
Telemus Capital
Michigan
$894K +$121K +3,504 +18%
WA
1556
Wealth Advisors
California
$893K – – –
MF
1557
Manchester Financial
California
$892K +$4.52K +131 +0.6%
SA
1558
Sunesis Advisors
Kansas
$892K +$51.8K +1,500 +7%
FWP
1559
FAS Wealth Partners
Kansas
$887K +$10.3K +298 +1%
1WA
1560
180 Wealth Advisors
Washington
$884K -$35K -1,015 -5%
NAS
1561
Nicolet Advisory Services
Wisconsin
$883K +$87.9K +2,546 +13%
HT
1562
HighTower Trust
Texas
$880K +$369K +10,693 +89%
FLI
1563
Family Legacy Inc
South Carolina
$873K +$9.11K +264 +1%
CAM
1564
Close Asset Management
United Kingdom
$870K -$60.4K -1,750 -7%
BFA
1565
Beacon Financial Advisory
Ohio
$868K +$775K +22,447 New
HPWM
1566
Highland Private Wealth Management
Washington
$867K -$173 -5 -0%
NL
1567
Navalign LLC
California
$867K +$774K +22,419 New
WDA
1568
Wendell David Associates
New Hampshire
$865K +$5.87K +170 +0.8%
AI
1569
Accredited Investors
Minnesota
$863K -$18.6K -540 -2%
TAIM
1570
TD Ameritrade Investment Management
Nebraska
$863K – – –
MSFP
1571
Mark Sheptoff Financial Planning
Connecticut
$862K +$769K +22,280 +557,000%
RI
1572
Ridgewood Investments
New Jersey
$857K -$159K -4,604 -17%
GF
1573
Gries Financial
Ohio
$855K +$705K +20,442 New
AW
1574
ACG Wealth
Georgia
$852K +$38.3K +1,109 +5%
GA
1575
GoalVest Advisory
New York
$851K -$4.69K -136 -0.6%
61 62
63
64 65