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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
2051
Strategic Family Wealth Counselors
New Jersey
$884K +$474K +8,976 +112%
CFG
2052
CKW Financial Group
Hawaii
$884K -$5.6K -106 -0.7%
QFW
2053
QTR Family Wealth
Florida
$883K +$24.3K +459 +3%
PIA
2054
Pinion Investment Advisors
Kansas
$881K +$470K +8,883 +124%
PPA
2055
Pacific Point Advisors
California
$881K – – –
CWM
2056
C2C Wealth Management
Arizona
$881K +$2.11K +40 +0.3%
APW
2057
Austin Private Wealth
Texas
$881K -$15.3K -290 -2%
TWM
2058
Thryve Wealth Management
Texas
$880K +$846K +16,007 New
CMANY
2059
Capital Management Associates (New York)
New York
$880K +$846K +16,000 New
VFG
2060
Victory Financial Group
Texas
$880K +$312K +5,902 +58%
ZIG
2061
Zullo Investment Group
Pennsylvania
$875K -$20.6K -390 -2%
S
2062
Storgate
Texas
$875K +$841K +15,903 New
BFA
2063
Benedict Financial Advisors
Georgia
$874K -$1.96K -37 -0.2%
ME
2064
McIlrath & Eck
Washington
$874K +$38.4K +726 +5%
TTWM
2065
TCV Trust & Wealth Management
Virginia
$873K +$177K +3,343 +27%
SFWA
2066
Summit Financial Wealth Advisors
Louisiana
$873K +$12K +227 +1%
GPI
2067
General Partner Inc
Pennsylvania
$873K +$261K +4,929 +45%
PCM
2068
Pointe Capital Management
Michigan
$872K -$86.6K -1,638 -9%
GDP
2069
Great Diamond Partners
Maine
$870K +$2.91K +55 +0.3%
OPA
2070
Old Port Advisors
Maine
$869K +$793 +15 +0.1%
OPTFSNA
2071
Old Point Trust & Financial Services N A
Virginia
$868K +$13.4K +254 +2%
HCMG
2072
Howard Capital Management Group
California
$866K – – –
PWAC
2073
Private Wealth Advisors (California)
California
$866K +$899 +17 +0.1%
BFWA
2074
Benchmark Financial Wealth Advisors
Florida
$865K -$311K -5,875 -27%
LCG
2075
Lakeshore Capital Group
Illinois
$864K +$18K +341 +2%
81 82
83
84 85