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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
2126
Autumn Glory Partners
Texas
$668K -$205K -4,205 -25%
RCG
2127
Regatta Capital Group
California
$667K -$25.7K -526 -4%
PCA
2128
Prosperity Capital Advisors
Ohio
$667K -$124K -2,539 -16%
GCM
2129
Gladius Capital Management
Illinois
$666K +$346K +7,091 +122%
TCM
2130
Towercrest Capital Management
Pennsylvania
$664K +$41.7K +854 +7%
SLA
2131
Silver Lake Advisory
Utah
$662K +$3.27K +67 +0.5%
LAM
2132
Lewis Asset Management
California
$662K -$8.93K -183 -1%
CWA
2133
Clearview Wealth Advisors
Oregon
$662K -$16.8K -345 -3%
ODG
2134
O'Dell Group
Ohio
$661K +$625K +12,806 New
EA
2135
Ergawealth Advisors
Illinois
$660K – – –
SAM
2136
S.A. Mason
Michigan
$659K +$41.7K +855 +7%
CPRC
2137
Consolidated Portfolio Review Corp
New York
$659K -$197K -4,034 -24%
WIP
2138
WealthCare Investment Partners
Rhode Island
$659K +$3.37K +69 +0.5%
NWA
2139
Navis Wealth Advisors
New York
$658K – – –
TC
2140
Trilogy Capital
California
$658K +$27.1K +555 +5%
TWP
2141
Triad Wealth Partners
Kansas
$658K +$52.9K +1,085 +9%
BIG
2142
Brookwood Investment Group
Arizona
$658K -$414K -8,485 -40%
CH
2143
Cromwell Holdings
Wyoming
$657K – – –
SAW
2144
Signal Advisors Wealth
Michigan
$655K +$101K +2,073 +20%
ML
2145
McAdam LLC
Pennsylvania
$653K +$42.5K +872 +7%
DA
2146
Doliver Advisors
Texas
$652K -$25.1K -515 -4%
RWP
2147
Ridgecrest Wealth Partners
California
$651K – – –
RA
2148
Rise Advisors
New York
$650K +$27.3K +559 +5%
KFSC
2149
Keystone Financial Services (Colorado)
Colorado
$649K +$36.8K +755 +6%
PCM
2150
Permanent Capital Management
Illinois
$649K +$613K +12,575 New
84 85
86
87 88