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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1901
Prentice Wealth Management
New York
$798K +$38.1K +865 +5%
UAG
1902
United Advisor Group
Ohio
$796K -$68.7K -1,561 -8%
SIA
1903
SkyView Investment Advisors
New Jersey
$795K +$109K +2,483 +16%
CS
1904
Cannell & Spears
New York
$794K -$437K -9,934 -35%
SCM
1905
Spring Capital Management
Texas
$791K +$55.5K +1,262 +8%
WAOTB
1906
Wealth Advisors of Tampa Bay
Florida
$791K -$10.8K -245 -1%
TB
1907
Terril Brothers
Missouri
$790K – – –
OWM
1908
OneAscent Wealth Management
Alabama
$788K -$67.1K -1,524 -8%
AFG
1909
Allegheny Financial Group
Pennsylvania
$788K -$98.2K -2,231 -11%
SSG
1910
Summit Securities Group
New York
$787K +$783K +17,800 +17,800%
MPWS
1911
McCarter Private Wealth Services
Massachusetts
$785K +$55K +1,250 +8%
MWA
1912
Muirfield Wealth Advisors
North Carolina
$785K +$3.17K +72 +0.4%
LWA
1913
Ledgewood Wealth Advisors
New Hampshire
$784K +$484 +11 +0.1%
NA
1914
Navellier & Associates
Nevada
$784K +$222K +5,044 +39%
LNWTC
1915
Laird Norton Wetherby Trust Company
Washington
$784K +$338K +7,692 +76%
BOJHT
1916
Bank of Jackson Hole Trust
Wyoming
$782K +$783K +17,796 New
PTP
1917
Platform Technology Partners
New York
$781K -$85.4K -1,941 -10%
CA
1918
Calton & Associates
Florida
$780K -$10.6K -241 -1%
SWP
1919
Strategic Wealth Partners
Ohio
$778K +$6.03K +137 +0.8%
FFG
1920
Fortem Financial Group
California
$777K +$39.9K +908 +5%
CAM
1921
Close Asset Management
United Kingdom
$776K – – –
FFA
1922
Florida Financial Advisors
Florida
$776K +$89.8K +2,040 +13%
AIA
1923
AIMZ Investment Advisors
California
$775K – – –
WA
1924
Wealthstar Advisors
Texas
$775K +$776K +17,630 New
BSI
1925
Bennett Selby Investments
Maine
$775K -$220 -5 -0%
75 76
77
78 79