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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1751
Ignite Planners
California
$685K -$179K -6,131 -23%
PP
1752
PDS Planning
Ohio
$685K -$110K -3,793 -16%
LJAC
1753
L.J. Altfest & Co
New York
$684K -$73.6K -2,528 -11%
WC
1754
Westhampton Capital
North Carolina
$684K +$8.73K +300 +1%
MA
1755
MJP Associates
Connecticut
$684K +$591K +20,303 New
EFL
1756
ERn Financial LLC
Wisconsin
$683K +$627K +21,539 New
NAS
1757
Nicolet Advisory Services
Wisconsin
$682K -$66.2K -2,273 -10%
OWM
1758
OneAscent Wealth Management
Alabama
$682K +$183K +6,302 +45%
OA
1759
Operose Advisors
Wisconsin
$682K -$92.6K -3,180 -14%
CAM
1760
Close Asset Management
United Kingdom
$680K – – –
MSWM
1761
McGlone Suttner Wealth Management
Wisconsin
$680K +$30.7K +1,054 +6%
AIA
1762
AIMZ Investment Advisors
California
$679K – – –
KCM
1763
Kathmere Capital Management
Pennsylvania
$679K +$175K +6,003 +42%
AFO
1764
Allie Family Office
Florida
$676K – – –
WW
1765
Waterfront Wealth
Kansas
$674K – – –
CWA
1766
Canvas Wealth Advisors
Kansas
$674K -$10.3K -355 -2%
QFA
1767
Quattro Financial Advisors
Texas
$673K +$990 +34 New
SP
1768
Sarasin & Partners
United Kingdom
$673K +$582K +20,000 New
LA
1769
LexAurum Advisors
Kansas
$673K -$165K -5,650 -22%
MCI
1770
MRP Capital Investments
Georgia
$668K -$523K -17,947 -48%
VDI
1771
Vaughan David Investments
Illinois
$667K – – –
LCM
1772
LVM Capital Management
Michigan
$667K +$158K +5,436 +38%
EFG
1773
Everhart Financial Group
Ohio
$667K -$86.9K -2,983 -13%
CSC
1774
Caldwell Sutter Capital
California
$666K +$757 +26 +0.1%
CFG
1775
CKW Financial Group
Hawaii
$666K -$32.3K -1,110 -5%
69 70
71
72 73