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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1876
Prentice Wealth Management
New York
$686K -$31.6K -788 -4%
PCM
1877
Pointe Capital Management
Michigan
$683K +$25.8K +643 +4%
NRC
1878
New Republic Capital
North Carolina
$680K -$53.5K -1,335 -7%
CAM
1879
Cypress Asset Management
Texas
$680K +$53.1K +1,325 +8%
DDPIC
1880
Deroy & Devereaux Private Investment Counsel
Michigan
$680K – – –
BWM
1881
Blossom Wealth Management
California
$679K +$12.6K +315 +2%
OA
1882
Oxbow Advisors
Texas
$678K +$40 +1 +0%
EA
1883
Everpar Advisors
Oklahoma
$678K -$48.1K -1,199 -7%
HC
1884
Hara Capital
Washington
$677K -$27.3K -680 -4%
ADMI
1885
Albert D. Mason Inc
Massachusetts
$676K -$6.21K -155 -0.9%
IP
1886
Ignite Planners
California
$674K +$3.13K +78 +0.5%
GWM
1887
Gibbs Wealth Management
Georgia
$674K -$29.5K -735 -4%
C
1888
CEDRUS
Colorado
$672K +$166K +4,142 +32%
CB
1889
Community Bank
New York
$671K -$95.3K -2,379 -12%
CPA
1890
Capital Planning Advisors
California
$671K -$882 -22 -0.1%
PWM
1891
PBMares Wealth Management
Virginia
$670K +$1.96K +49 +0.3%
WAG
1892
Wallace Advisory Group
California
$669K -$22.3K -556 -3%
AMBIA
1893
Allen Mooney & Barnes Investment Advisors
Georgia
$668K -$5.37K -134 -0.8%
WFA
1894
Wellspring Financial Advisors
Ohio
$668K +$251K +6,252 +59%
SMC
1895
Smith, Moore & Co
Missouri
$667K -$1.2K -30 -0.2%
GWP
1896
Gateway Wealth Partners
Wisconsin
$667K -$14.9K -372 -2%
FFG
1897
Fortem Financial Group
California
$666K +$15K +375 +2%
CWM
1898
C2C Wealth Management
Arizona
$665K – – –
MFG
1899
Magnus Financial Group
New York
$664K -$755K -18,831 -53%
FWP
1900
Firethorn Wealth Partners
Georgia
$664K -$28.4K -708 -4%
74 75
76
77 78