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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
2051
Summit Financial Wealth Advisors
Louisiana
$655K -$177K -4,020 -22%
IF
2052
Integrity Financial
Wyoming
$654K +$44 +1 +0%
SMA
2053
Seven Mile Advisory
New Jersey
$651K +$92.6K +2,104 +17%
SAI
2054
Savvy Advisors Inc
New York
$650K +$103K +2,340 +19%
CRWM
2055
Castle Rock Wealth Management
California
$649K +$1.45K +33 +0.2%
CPWA
2056
Cerro Pacific Wealth Advisors
California
$649K +$33.1K +753 +5%
WCM
2057
Warburton Capital Management
Oklahoma
$648K +$649K +14,754 New
ISFAN
2058
Investor's Fiduciary Advisor Network
Washington
$647K +$649K +14,744 New
TCM
2059
Towercrest Capital Management
Pennsylvania
$647K – – –
LF
2060
Lantz Financial
Illinois
$644K +$11.7K +266 +2%
DW30
2061
Drucker Wealth 3.0
New Jersey
$644K -$36.6K -833 -5%
RC
2062
Rahlfs Capital
Texas
$644K +$645K +14,650 New
VCM
2063
Virtue Capital Management
Tennessee
$642K -$38.8K -882 -6%
FHC
2064
First Heartland Consultants
Missouri
$641K -$13.8K -314 -2%
KFP
2065
KMG Fiduciary Partners
Ohio
$641K -$4K -91 -0.6%
G
2066
GenTrust
Florida
$640K +$63.6K +1,445 +11%
S
2067
Sunpointe
Missouri
$639K +$108K +2,453 +20%
OL
2068
Optas LLC
Texas
$639K +$35.5K +807 +6%
BWA
2069
Brave Warrior Advisors
New York
$639K -$352K -8,000 -36%
LGW
2070
Leslie Global Wealth
Illinois
$638K +$7.43K +169 +1%
ALC
2071
Alexander Labrunerie & Co
Missouri
$638K -$2.29K -52 -0.4%
BEAM
2072
Baker Ellis Asset Management
Washington
$637K +$48.4K +1,100 +8%
FMN
2073
Financial Management Network
California
$637K +$1.32K +30 +0.2%
SW
2074
SlateStone Wealth
Florida
$637K +$47.3K +1,075 +8%
RWPA
2075
Richard W. Paul & Associates
Michigan
$634K -$31.2K -710 -5%
81 82
83
84 85