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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2101
LongView Wealth Management
Georgia
$451K -$3.91K -114 -0.9%
GFG
2102
Goldstone Financial Group
Illinois
$450K +$74.2K +2,161 +22%
LWL
2103
Leo Wealth LLC
Texas
$449K +$38.5K +1,122 +10%
SFG
2104
Summit Financial Group
West Virginia
$448K – – –
VFP
2105
Verus Financial Partners
Virginia
$448K -$7.14K -208 -2%
RWP
2106
Ridgecrest Wealth Partners
California
$447K +$1.03K +30 +0.3%
PP
2107
Pingora Partners
Wyoming
$446K -$13.7K -400 -3%
GFP
2108
Gryphon Financial Partners
Ohio
$446K +$3.64K +106 +0.9%
MBFW
2109
Morton Brown Family Wealth
Pennsylvania
$445K +$7.66K +223 +2%
VC
2110
Veracity Capital
Georgia
$444K -$5.77K -168 -1%
IA
2111
IFG Advisors
Missouri
$443K -$7.79K -227 -2%
CFA
2112
Cahill Financial Advisors
Minnesota
$442K +$10.6K +310 +3%
SAF
2113
Smith Anglin Financial
Texas
$442K -$5.8K -169 -1%
VHAM
2114
Van Hulzen Asset Management
California
$441K -$1.73M -50,308 -81%
LI
2115
LRI Investments
Florida
$440K +$399K +11,609 New
CCB
2116
Cutter & Co Brokerage
Missouri
$438K -$30.3K -882 -7%
WCM
2117
Wedge Capital Management
North Carolina
$438K +$4.29K +125 +1%
TFG
2118
Tilson Financial Group
New Jersey
$438K -$25.2K -733 -6%
JC
2119
JB Capital
Connecticut
$438K -$50.2K -1,461 -11%
AWG
2120
Altus Wealth Group
Colorado
$437K -$11.7K -340 -3%
AAS
2121
Annex Advisory Services
Wisconsin
$437K +$85.5K +2,490 +28%
RA
2122
Rise Advisors
New York
$436K -$94.9K -2,765 -19%
DA
2123
Drake & Associates
Wisconsin
$435K -$18.7K -544 -5%
RFO
2124
RiverGlades Family Offices
Florida
$433K – – –
MC
2125
Middleton & Co
Massachusetts
$432K -$11K -320 -3%
83 84
85
86 87