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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
1701
New England Professional Planning Group
Rhode Island
$288K – – –
PWMG
1702
Prestige Wealth Management Group
New Jersey
$287K -$764K -25,499 -65%
BWM
1703
Baystate Wealth Management
Massachusetts
$287K -$9.53K -318 -2%
CFG
1704
Cooper Financial Group
California
$287K +$91.6K +3,055 +29%
FHC
1705
First Heartland Consultants
Missouri
$286K -$116K -3,885 -22%
FPCP
1706
Fort Point Capital Partners
California
$286K +$83.3K +2,777 +26%
NWS
1707
Newport Wealth Strategies
California
$285K -$208K -6,929 -37%
BFG
1708
Beacon Financial Group
Texas
$285K +$54.8K +1,828 +16%
AIIMS
1709
Analyst IMS Investment Management Services
Israel
$284K -$1.43M -47,674 -78%
FBC
1710
Fairfield, Bush & Co
Connecticut
$284K -$417K -13,900 -51%
KCPG
1711
Kavar Capital Partners Group
Kansas
$284K -$18K -599 -4%
WP
1712
WMS Partners
Maryland
$284K +$30K +1,000 +8%
GFP
1713
Gryphon Financial Partners
Ohio
$283K -$287K -9,562 -42%
MPI
1714
Mairs & Power Inc
Minnesota
$283K -$9.35K -312 -2%
AWS
1715
Arkfeld Wealth Strategies
Nebraska
$283K -$630 -21 -0.2%
BT
1716
Brandywine Trust
Delaware
$283K – – –
SCA
1717
Sippican Capital Advisors
Massachusetts
$283K +$51.7K +1,725 +15%
RFO
1718
RiverGlades Family Offices
Florida
$282K – – –
HA
1719
HYA Advisors
Missouri
$280K -$3.69K -123 -0.9%
SYBT
1720
Stock Yards Bank & Trust
Kentucky
$280K -$3K -100 -0.8%
TIA
1721
Tiemann Investment Advisors
California
$280K +$28.6K +954 +8%
DBIA
1722
Dumont & Blake Investment Advisors
New Jersey
$279K -$69.9K -2,332 -15%
RFN
1723
RDA Financial Network
Iowa
$279K -$9.98K -333 -2%
CCA
1724
Column Capital Advisors
Indiana
$279K -$1.83K -61 -0.5%
KP
1725
Keel Point
Alabama
$279K +$49.6K +1,654 +14%
67 68
69
70 71