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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1851
Advisornet Financial
Minnesota
$1.1M +$24.7K +465 +2%
EWM
1852
Edge Wealth Management
New York
$1.1M -$10.6K -199 -1%
LF
1853
Lantz Financial
Illinois
$1.1M +$6.06K +114 +0.6%
SWP
1854
Summit Wealth Partners
Florida
$1.1M +$11.6K +219 +1%
KWM
1855
Keebeck Wealth Management
Illinois
$1.09M +$307K +5,773 +43%
MPWS
1856
McCarter Private Wealth Services
Massachusetts
$1.09M -$184K -3,454 -15%
WW
1857
Waterfront Wealth
Kansas
$1.09M +$53 +1 +0%
LCM
1858
LVM Capital Management
Michigan
$1.09M – – –
NWAG
1859
Net Worth Advisory Group
Utah
$1.08M -$205K -3,855 -17%
PGWM
1860
Pitti Group Wealth Management
New York
$1.08M -$119K -2,234 -11%
BCM
1861
Brasada Capital Management
Texas
$1.08M -$53.2K -1,000 -5%
JPG
1862
Jordan Park Group
California
$1.08M – – –
EFA
1863
Evernest Financial Advisors
Indiana
$1.08M +$37.3K +701 +4%
RZH
1864
Relyea Zuckerberg Hanson
Connecticut
$1.08M +$47.3K +890 +5%
JFA
1865
JNBA Financial Advisors
Minnesota
$1.08M +$45.4K +853 +5%
OPA
1866
Old Port Advisors
Maine
$1.08M +$44.7K +841 +5%
AP
1867
Anchyra Partners
Georgia
$1.08M -$36.5K -687 -4%
EWA
1868
Evolution Wealth Advisors
Florida
$1.07M +$892K +16,772 +804%
CFO
1869
Cambient Family Office
Michigan
$1.07M +$156K +2,925 +18%
PVI
1870
Pine Valley Investments
New Jersey
$1.07M +$44.3K +833 +5%
SFG
1871
Southern Financial Group
Alabama
$1.07M -$532 -10 -0.1%
HCM
1872
Hodges Capital Management
Texas
$1.07M -$55.9K -1,052 -5%
MCA
1873
MSH Capital Advisors
Arizona
$1.07M +$55.2K +1,038 +6%
BWA
1874
Basecamp Wealth Advisors
Washington
$1.07M -$3.99K -75 -0.4%
SF
1875
Symphony Financial
Texas
$1.07M +$97K +1,824 +11%
73 74
75
76 77