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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
1776
Miracle Mile Advisors
California
$786K +$74.5K +1,858 +10%
LAIC
1777
Lederer & Associates Investment Counsel
California
$785K – – –
PTP
1778
Platform Technology Partners
New York
$782K -$87.9K -2,194 -10%
MFG
1779
MidWestOne Financial Group
Iowa
$782K +$55.6K +1,387 +8%
LJAC
1780
L.J. Altfest & Co
New York
$782K -$33.8K -843 -4%
UAG
1781
United Advisor Group
Ohio
$781K +$386K +9,631 +96%
SHWM
1782
Smith & Howard Wealth Management
Georgia
$780K +$570K +14,228 +262%
HCMG
1783
Howard Capital Management Group
California
$779K -$13K -325 -2%
HI
1784
Humankind Investments
New York
$779K +$40.8K +1,019 +5%
RL
1785
Rogco LP
Oklahoma
$779K -$31.3K -781 -4%
TC
1786
TAGStone Capital
North Carolina
$777K +$11.7K +292 +2%
FFG
1787
Fiduciary Financial Group
California
$777K +$4.49K +112 +0.6%
WFAG
1788
Worth Financial Advisory Group
North Carolina
$775K -$9.06K -226 -1%
BFWA
1789
Benchmark Financial Wealth Advisors
Florida
$774K -$157K -3,925 -17%
KA
1790
Kearns & Associates
California
$774K – – –
OWM
1791
OneAscent Wealth Management
Alabama
$772K +$90K +2,246 +13%
D
1792
Diversified
Delaware
$770K -$33.7K -840 -4%
DE
1793
Diversified Enterprises
Delaware
$770K +$778K +19,411 New
CWM
1794
Circle Wealth Management
New Jersey
$769K -$175K -4,371 -18%
WW
1795
Waterfront Wealth
Kansas
$767K -$7.01K -175 -1%
XSC
1796
X-Square Capital
Puerto Rico
$766K -$7.7K -192 -1%
DMBA
1797
Deseret Mutual Benefit Administrators
Utah
$766K -$32.6K -814 -4%
VWM
1798
Venturi Wealth Management
Texas
$765K +$79.5K +1,984 +11%
GP
1799
Greenline Partners
New York
$764K -$461K -11,494 -37%
PWP
1800
Perfromance Wealth Partners
Illinois
$763K +$490K +12,219 +174%
70 71
72
73 74