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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
2076
BRR OpCo
Ohio
$488K +$16.5K +363 +3%
EI
2077
Ellevest Inc
New York
$487K -$492K -10,801 -50%
BWM
2078
Blossom Wealth Management
California
$487K +$36.7K +805 +8%
CTI
2079
Community Trust & Investment
Kentucky
$486K -$71.8K -1,577 -13%
IWA
2080
Intercontinental Wealth Advisors
Texas
$485K +$14.5K +319 +3%
MIM
2081
Moseley Investment Management
Florida
$485K +$53.3K +1,169 +12%
RCG
2082
Regatta Capital Group
California
$485K +$496K +10,892 New
NQWM
2083
Northwest Quadrant Wealth Management
Oregon
$484K +$1.32K +29 +0.3%
MA
2084
MKT Advisors
California
$484K +$481K +10,551 New
MA
2085
Maxele Advisors
Missouri
$483K +$494K +10,852 New
UAS
2086
United Asset Strategies
New York
$482K +$76.2K +1,672 +18%
SFG
2087
Summit Financial Group
West Virginia
$481K – – –
CPSAC
2088
Chas P. Smith & Associates (CPS)
Florida
$481K +$27.2K +598 +6%
PWMG
2089
Pinnacle Wealth Management Group
Michigan
$480K -$26K -570 -5%
WP
2090
WMS Partners
Maryland
$480K +$15.4K +337 +3%
VC
2091
Veracity Capital
Georgia
$479K +$19.3K +424 +4%
KBG
2092
Kahn Brothers Group
New York
$476K – – –
JAG
2093
Journey Advisory Group
Kentucky
$476K – – –
SJL
2094
Shayne & Jacobs LLC
Tennessee
$476K – – –
MMG
2095
Monetary Management Group
Missouri
$476K +$18.2K +400 +4%
HAS
2096
HBW Advisory Services
California
$476K +$25.6K +563 +6%
SFP
2097
Sweet Financial Partners
Minnesota
$476K +$488K +10,706 New
SCG
2098
Sonata Capital Group
Washington
$474K – – –
GC
2099
Gilbert & Cook
Iowa
$474K +$15.4K +338 +3%
IA
2100
IFG Advisors
Missouri
$474K +$15.9K +349 +3%
82 83
84
85 86