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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
2101
Cascades Capital Asset Management
North Carolina
$617K +$65.3K +1,484 +12%
OWA
2102
Outlook Wealth Advisors
Texas
$617K +$14.5K +330 +2%
AWA
2103
AGH Wealth Advisors
Kansas
$617K +$617K +14,031 New
CWA
2104
Canvas Wealth Advisors
Kansas
$616K -$5.15K -117 -0.8%
SLG
2105
Stanley-Laman Group
Pennsylvania
$615K – – –
SCP
2106
Sivia Capital Partners
California
$615K -$4.58K -104 -0.7%
BPW
2107
Bingham Private Wealth
California
$613K +$614K +13,953 New
BF
2108
Brucke Financial
Indiana
$613K +$583K +13,242 New
AIM
2109
Advyzon Investment Management
Illinois
$613K +$614K +13,950 New
TFA
2110
Transamerica Financial Advisors
Florida
$613K -$16K -364 -3%
EAM
2111
Everstar Asset Management
North Carolina
$612K +$199K +4,531 +48%
RWP
2112
Revolve Wealth Partners
New Jersey
$611K -$90.3K -2,052 -13%
WBWA
2113
William B. Walkup & Associates
South Carolina
$608K -$6.6K -150 -1%
MAG
2114
M3 Advisory Group
Massachusetts
$607K +$2.51K +57 +0.4%
AIM
2115
Acropolis Investment Management
Missouri
$606K -$48.6K -1,105 -7%
CA
2116
Crumly & Associates
Illinois
$605K -$54.8K -1,246 -8%
GKWIM
2117
Gerber Kawasaki Wealth & Investment Management
California
$603K +$4.27K +97 +0.7%
CPA
2118
Capital Performance Advisors
California
$602K +$98.8K +2,246 +20%
BFG
2119
Berger Financial Group
Minnesota
$599K +$3.61K +82 +0.6%
TWP
2120
Tyche Wealth Partners
Texas
$597K -$27.9K -633 -4%
NMG
2121
New Millennium Group
Utah
$597K -$17.5K -397 -3%
CIA
2122
Cladis Investment Advisory
Montana
$597K -$2.16K -49 -0.4%
NCTC
2123
New Covenant Trust Company
Indiana
$596K -$10.1K -229 -2%
VW
2124
Vance Wealth
California
$596K -$63.3K -1,438 -10%
ALAM
2125
Asahi Life Asset Management
Japan
$596K -$429K -9,750 -42%
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