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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
2076
HF Advisory Group
Maryland
$419K +$90.3K +3,100 +33%
CRWM
2077
Castle Rock Wealth Management
California
$419K +$58.9K +2,024 +20%
KWM
2078
Keebeck Wealth Management
Illinois
$418K +$23.9K +822 +7%
OCM
2079
Orleans Capital Management
Louisiana
$418K -$11.6K -400 -3%
BFG
2080
Berger Financial Group
Minnesota
$417K -$73.2K -2,513 -17%
TCOT
2081
Trust Company of Toledo
Ohio
$416K +$127K +4,366 +55%
IWM
2082
Integris Wealth Management
California
$415K +$359K +12,323 New
TFG
2083
Tilson Financial Group
New Jersey
$414K +$7.72K +265 +2%
RCG
2084
Regatta Capital Group
California
$414K -$36.7K -1,260 -9%
AP
2085
Atwood & Palmer
Missouri
$413K -$21.8K -750 -6%
AWM
2086
Aberdeen Wealth Management
Illinois
$413K – – –
SLA
2087
Silver Lake Advisory
Utah
$412K -$5.56K -191 -2%
GKWIM
2088
Gerber Kawasaki Wealth & Investment Management
California
$412K -$55.7K -1,912 -14%
FAM
2089
Flaharty Asset Management
Florida
$412K +$699 +24 +0.2%
PP
2090
Pingora Partners
Wyoming
$410K +$354K +12,172 New
OHWP
2091
Oak Harbor Wealth Partners
North Carolina
$409K +$42.8K +1,470 +14%
AF
2092
Alerus Financial
North Dakota
$409K -$17.1K -587 -5%
BRG
2093
Bay Rivers Group
Virginia
$407K +$55.6K +1,910 +19%
TCWA
2094
Turtle Creek Wealth Advisors
Texas
$407K +$352K +12,092 New
KIG
2095
Kowal Investment Group
Wisconsin
$405K -$19.2K -659 -5%
DA
2096
Drake & Associates
Wisconsin
$405K +$21.7K +746 +7%
ORC
2097
O'Rourke & Company
Massachusetts
$404K -$126K -4,338 -27%
LWM
2098
LongView Wealth Management
Georgia
$404K +$350K +12,006 New
TF
2099
Trek Financial
Arizona
$404K +$1.19K +41 +0.3%
KJHP
2100
K.J. Harrison & Partners
Ontario, Canada
$403K +$21.3K +731 +7%
82 83
84
85 86