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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
1701
Briggs Advisory Group
Rhode Island
$854K +$45 +1 +0%
PWM
1702
Palumbo Wealth Management
New York
$854K +$5.05K +112 +0.5%
OA
1703
Oxbow Advisors
Texas
$853K +$251K +5,574 +37%
IP
1704
Intellectus Partners
California
$852K +$12.5K +277 +1%
BFG
1705
Barber Financial Group
Kansas
$851K +$9.79K +217 +1%
REMPR
1706
Roof Eidam Maycock Peralta (REMP)
California
$851K +$25.9K +575 +3%
MYIA
1707
Mount Yale Investment Advisors
Colorado
$850K -$45.8K -1,016 -5%
PA
1708
PFG Advisors
Arizona
$845K -$25.1K -557 -3%
GWANC
1709
Guardian Wealth Advisors (North Carolina)
North Carolina
$840K -$190K -4,201 -17%
WA
1710
Wealth Alliance
New York
$840K -$166K -3,681 -15%
CFG
1711
CKW Financial Group
Hawaii
$840K -$31.5K -699 -3%
CP
1712
CenterBook Partners
Connecticut
$840K +$282K +6,257 +44%
TTWM
1713
TCV Trust & Wealth Management
Virginia
$839K -$98.5K -2,182 -10%
HCMG
1714
Howard Capital Management Group
California
$838K – – –
AIA
1715
Arbor Investment Advisors
North Carolina
$838K +$45.5K +1,008 +5%
BC
1716
Bridgefront Capital
Texas
$836K +$662K +14,675 +262%
KJWM
1717
Kiley Juergens Wealth Management
Washington
$834K -$381K -8,449 -29%
AWM
1718
Accel Wealth Management
Iowa
$834K -$1.17K -26 -0.1%
OL
1719
Optas LLC
Texas
$834K +$7.85K +174 +0.9%
MWAM
1720
Manhattan West Asset Management
California
$833K -$3.25K -72 -0.4%
BCA
1721
Bay Colony Advisors
Massachusetts
$833K +$170K +3,767 +23%
SP
1722
Sarasin & Partners
United Kingdom
$833K +$912K +20,203 New
MSAM
1723
Moloney Securities Asset Management
Missouri
$828K +$69.8K +1,546 +8%
DA
1724
Denali Advisors
California
$824K +$58.7K +1,300 +7%
JFA
1725
JNBA Financial Advisors
Minnesota
$823K -$21K -466 -2%
67 68
69
70 71