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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1951
Summit Wealth & Retirement Planning
California
$688K +$101K +2,276 +16%
CG
1952
CFO4Life Group
Texas
$687K -$626K -14,050 -46%
JE
1953
JMAC Enterprises
Pennsylvania
$686K -$959K -21,514 -57%
DAM
1954
Delta Asset Management
Tennessee
$684K -$3.48K -78 -0.5%
FCFC
1955
First Citizens Financial Corp
Iowa
$684K -$6.55K -147 -0.9%
SMWM
1956
Silvia McColl Wealth Management
California
$683K +$2.45K +55 +0.3%
FC
1957
FCA Corp
Texas
$682K – – –
OWM
1958
OneAscent Wealth Management
Alabama
$682K -$70.9K -1,592 -9%
AWM
1959
Accel Wealth Management
Iowa
$680K -$34.2K -767 -4%
HNWAG
1960
High Net Worth Advisory Group
Florida
$679K -$20.4K -458 -3%
FWM
1961
Forza Wealth Management
Florida
$679K – – –
MCI
1962
MRP Capital Investments
Georgia
$678K – – –
BEAM
1963
Baker Ellis Asset Management
Washington
$677K +$77.1K +1,730 +12%
UCB
1964
United Community Bank
South Carolina
$676K +$184K +4,129 +34%
AIP
1965
Arrowpoint Investment Partners
Singapore
$676K +$722K +16,200 New
TCWA
1966
Turtle Creek Wealth Advisors
Texas
$675K +$91.8K +2,059 +15%
ICP
1967
Interchange Capital Partners
Pennsylvania
$674K +$8.82K +198 +1%
SFC
1968
SYM Financial Corp
Indiana
$674K +$7.62K +171 +1%
RIM
1969
RW Investment Management
Idaho
$673K -$38.5K -863 -5%
RA
1970
RFG Advisory
Alabama
$673K -$91.2K -2,047 -11%
TTWM
1971
TCV Trust & Wealth Management
Virginia
$671K -$192K -4,300 -21%
CFG
1972
CKW Financial Group
Hawaii
$671K -$121K -2,708 -14%
HCM
1973
Hall Capital Management
Rhode Island
$670K +$87.8K +1,970 +14%
MIM
1974
Morningstar Investment Management
Illinois
$670K -$124K -2,775 -15%
ZIG
1975
Zullo Investment Group
Pennsylvania
$669K +$7.53K +169 +1%
77 78
79
80 81