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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1626
Cypress Wealth Services
California
$353K -$12.7K -424 -2%
LWM
1627
Liberty Wealth Management
California
$353K +$9.26K +309 +2%
MAWCM
1628
Mine & Arao Wealth Creation & Management
California
$353K +$33K +1,100 +7%
FPB
1629
First PREMIER Bank
South Dakota
$353K +$60K +2,000 +14%
HL
1630
HeadInvest LLC
Maine
$352K – – –
CAAS
1631
Capital Asset Advisory Services
Michigan
$352K +$82.6K +2,756 +20%
SW
1632
SkyOak Wealth
Michigan
$351K +$24.2K +807 +5%
RM
1633
Resource Management
Louisiana
$349K +$46.6K +1,553 +10%
SIC
1634
Shoker Investment Counsel
Ohio
$348K +$46.6K +1,556 +10%
ISB
1635
Iowa State Bank
Iowa
$347K -$1.5K -50 -0.3%
AI
1636
Atom Investors
Texas
$347K +$489K +16,327 New
DWM
1637
Destination Wealth Management
California
$345K -$18.6K -619 -4%
B
1638
Bridgeworth
Alabama
$345K +$14K +467 +3%
ISWM
1639
Independent Solutions Wealth Management
New York
$343K -$15K -500 -3%
FFG
1640
Frisch Financial Group
New York
$342K -$1.92K -64 -0.4%
BO
1641
BRR OpCo
Ohio
$340K -$18K -599 -4%
EFSCE
1642
Enterprise Financial Services Corp (EFSC)
Missouri
$337K -$55.3K -1,845 -10%
CWM
1643
Centric Wealth Management
Illinois
$336K -$1.03M -34,326 -74%
LWM
1644
Laidlaw Wealth Management
New York
$336K -$6.36K -212 -1%
TWM
1645
Triton Wealth Management
Arizona
$336K +$430K +14,328 New
OA
1646
Oxbow Advisors
Texas
$335K -$2.74M -91,432 -85%
RIG
1647
Ramiah Investment Group
Wisconsin
$334K +$50.6K +1,688 +12%
SIG
1648
Sky Investment Group
Connecticut
$334K – – –
WPA
1649
West Paces Advisors
Georgia
$333K -$223K -7,451 -32%
HIC
1650
Harvey Investment Company
Kentucky
$333K – – –
64 65
66
67 68