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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
2151
Main Street Research
Connecticut
$647K +$121K +2,486 +25%
TTWM
2152
TCV Trust & Wealth Management
Virginia
$647K -$159K -3,250 -21%
BWG
2153
Beta Wealth Group
California
$646K +$117K +2,408 +24%
PSF
2154
Pacific Sun Financial
California
$646K +$683 +14 +0.1%
AWA
2155
A4 Wealth Advisors
North Carolina
$645K +$610K +12,509 New
KWM
2156
Keebeck Wealth Management
Illinois
$644K +$26K +532 +4%
WRPWM
2157
Werba Rubin Papier Wealth Management
California
$644K +$148K +3,036 +32%
CCIA
2158
Campbell & Co Investment Adviser
Maryland
$643K +$608K +12,458 New
RA
2159
Riversedge Advisors
Delaware
$642K +$90K +1,845 +17%
TCOTS
2160
Trust Company of the South
North Carolina
$642K +$30.7K +629 +5%
SPWM
2161
Spartan Planning & Wealth Management
North Carolina
$639K -$113K -2,308 -16%
LWA
2162
Lantern Wealth Advisors
New York
$639K -$128K -2,620 -17%
RFP
2163
Root Financial Partners
California
$637K +$32.1K +658 +6%
HI
2164
Hudock Inc
Pennsylvania
$636K -$64K -1,311 -10%
SWP
2165
Semus Wealth Partners
Florida
$636K +$10.2K +210 +2%
AWG
2166
Altus Wealth Group
Colorado
$636K -$634 -13 -0.1%
MEG
2167
Millstone Evans Group
Colorado
$635K -$5.61K -115 -0.9%
IWA
2168
Integrity Wealth Advisors
California
$634K +$191K +3,923 +44%
GFA
2169
Gallagher Fiduciary Advisors
Illinois
$633K +$13.6K +279 +2%
Q
2170
QVR
California
$632K +$598K +12,255 New
LFP
2171
Lakeshore Financial Planning
Michigan
$629K -$44.4K -911 -7%
MEAC
2172
M.E. Allison & Co
Texas
$629K +$98 +2 +0%
SAM
2173
Sawgrass Asset Management
Florida
$626K +$20.7K +424 +4%
CPW
2174
Cove Private Wealth
New York
$626K – – –
LPP
2175
Life Planning Partners
Florida
$625K +$146 +3 +0%
85 86
87
88 89