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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
2051
Founders Financial Securities
Maryland
$522K +$207K +5,390 +70%
GAM
2052
Gemmer Asset Management
California
$521K +$1.42K +37 +0.3%
SLA
2053
Silver Lake Advisory
Utah
$520K +$29.1K +759 +6%
TCMP
2054
Thrive Capital Management (Pennsylvania)
Pennsylvania
$519K -$153 -4 -0%
MSA
2055
Marino Stram & Associates
Massachusetts
$518K -$157K -4,107 -24%
VP
2056
Verum Partners
North Carolina
$516K +$30.6K +798 +7%
GPA
2057
Guidance Point Advisors
Massachusetts
$516K +$1.11K +29 +0.2%
WIP
2058
WealthCare Investment Partners
Rhode Island
$515K +$5.75K +150 +1%
OWP
2059
Obermeyer Wealth Partners
Colorado
$515K +$66.3K +1,729 +15%
BFC
2060
Bedel Financial Consulting
Indiana
$512K -$58.7K -1,531 -11%
TCOT
2061
Trust Company of Toledo
Ohio
$512K +$11.7K +304 +2%
RA
2062
Rise Advisors
New York
$509K +$50.5K +1,319 +11%
C
2063
CEDRUS
Colorado
$509K +$22.1K +577 +5%
EA
2064
Ergawealth Advisors
Illinois
$509K – – –
AFG
2065
Albion Financial Group
Utah
$507K – – –
VHAM
2066
Van Hulzen Asset Management
California
$506K +$42.2K +1,101 +9%
TWM
2067
Tradition Wealth Management
Minnesota
$505K -$4.06K -106 -0.8%
RCG
2068
Regatta Capital Group
California
$504K -$2.07K -54 -0.4%
BWA
2069
BlueChip Wealth Advisors
Georgia
$504K +$38 +1 +0%
KFA
2070
Kapstone Financial Advisors
Ohio
$502K – – –
FAM
2071
Flaharty Asset Management
Florida
$502K +$117K +3,047 +32%
MCM
2072
MV Capital Management
Maryland
$502K +$17.1K +445 +4%
SL
2073
Summitry LLC
California
$502K -$76K -1,983 -14%
GFG
2074
Goldstone Financial Group
Illinois
$501K +$27.9K +728 +6%
WP
2075
WMS Partners
Maryland
$501K -$19.1K -498 -4%
81 82
83
84 85