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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2051
Ergawealth Advisors
Illinois
$485K – – –
TWM
2052
Tradition Wealth Management
Minnesota
$485K +$6.73K +196 +2%
SWRP
2053
Summit Wealth & Retirement Planning
California
$484K +$438K +12,770 New
AFG
2054
Albion Financial Group
Utah
$484K – – –
SL
2055
Salomon & Ludwin
Virginia
$483K -$14.1K -410 -3%
RCG
2056
Regatta Capital Group
California
$482K +$14.6K +426 +3%
BRG
2057
Bay Rivers Group
Virginia
$481K +$20.6K +600 +5%
BWA
2058
BlueChip Wealth Advisors
Georgia
$480K -$295K -8,608 -40%
FPCP
2059
Fort Point Capital Partners
California
$479K +$69 +2 +0%
KFA
2060
Kapstone Financial Advisors
Ohio
$479K – – –
SWA
2061
SFMG Wealth Advisors
Texas
$477K -$45.3K -1,320 -9%
ACM
2062
Arcataur Capital Management
Wisconsin
$477K – – –
TCOT
2063
Trust Company of Toledo
Ohio
$477K +$6.97K +203 +2%
PSF
2064
Pacific Sun Financial
California
$476K +$431K +12,565 New
CIM
2065
CIM Investment Management
Pennsylvania
$476K – – –
OA
2066
Oxbow Advisors
Texas
$476K -$6.63K -193 -2%
OWA
2067
Opal Wealth Advisors
New York
$475K +$62.8K +1,829 +17%
TFCP
2068
Twin Focus Capital Partners
Massachusetts
$475K – – –
SCM
2069
Sollinda Capital Management
Florida
$475K -$16.8K -489 -4%
V
2070
VeraBank
Texas
$474K -$1.92K -56 -0.4%
CWM
2071
Cahaba Wealth Management
Georgia
$473K +$23K +669 +6%
ORC
2072
O'Rourke & Company
Massachusetts
$473K +$16.3K +476 +4%
IF
2073
Integrity Financial
Wyoming
$472K -$4.63K -135 -1%
KJHP
2074
K.J. Harrison & Partners
Ontario, Canada
$472K +$16.5K +480 +4%
SW
2075
SlateStone Wealth
Florida
$471K +$17.3K +505 +4%
81 82
83
84 85