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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2101
Maia Wealth
Colorado
$838K +$13.3K +252 +2%
PP
2102
Patron Partners
Texas
$838K +$22.2K +420 +3%
GP
2103
Guardian Partners
Canada
$837K +$58.9K +1,115 +8%
BMC
2104
Benin Management Corp
Connecticut
$836K +$7.29K +138 +0.9%
EFSCE
2105
Enterprise Financial Services Corp (EFSC)
Missouri
$836K +$5.08K +96 +0.6%
CT
2106
Colonial Trust
South Carolina
$836K +$3.33K +63 +0.4%
SHFG
2107
S Harris Financial Group
Texas
$834K +$802K +15,171 New
GFA
2108
Gifford Fong Associates
California
$833K – – –
OWA
2109
Outlook Wealth Advisors
Texas
$832K +$86.3K +1,633 +12%
TF
2110
Tompkins Financial
New York
$832K – – –
CRWM
2111
Castle Rock Wealth Management
California
$831K +$7.03K +133 +0.9%
RPGK
2112
Retirement Planning Group (Kansas)
Kansas
$831K +$42.7K +808 +6%
BOS
2113
Bank of Stockton
California
$829K -$26.4K -500 -3%
CG
2114
CFO4Life Group
Texas
$828K -$72.5K -1,371 -8%
SIC
2115
Shoker Investment Counsel
Ohio
$828K -$3.96K -75 -0.5%
TPWA
2116
TRUE Private Wealth Advisors
Oregon
$827K -$70.3K -1,330 -8%
AFG
2117
Altiora Financial Group
Ohio
$826K – – –
FFG
2118
Fiduciary Financial Group
California
$825K +$37.5K +709 +5%
FAG
2119
Fortitude Advisory Group
Washington
$823K -$5.66K -107 -0.7%
MWA
2120
Midland Wealth Advisors
Illinois
$822K -$256K -4,834 -24%
HAM
2121
Hedges Asset Management
Nevada
$820K -$5.29K -100 -0.7%
AGAM
2122
AK Global Asset Management
California
$819K +$787K +14,883 New
SAA
2123
Southeast Asset Advisors
Georgia
$818K -$5.13K -97 -0.6%
JFGIW
2124
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$816K +$17.7K +334 +2%
LGW
2125
Leslie Global Wealth
Illinois
$815K +$6.18K +117 +0.8%
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85
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