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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2176
Argent Advisors
Louisiana
$736K -$2.02K -38 -0.3%
TCM
2177
Towercrest Capital Management
Pennsylvania
$734K – – –
WP
2178
WealthPLAN Partners
Nebraska
$733K +$51.3K +964 +8%
RFW
2179
Rainier Family Wealth
Washington
$733K -$27K -507 -4%
SSC
2180
Syverson Strege & Co
Iowa
$733K -$6.12K -115 -0.9%
SAM
2181
Smithbridge Asset Management
Pennsylvania
$733K – – –
EA
2182
Ergawealth Advisors
Illinois
$732K – – –
SWP
2183
Strategic Wealth Partners
Ohio
$732K -$57.5K -1,081 -8%
HA
2184
Hanover Advisors
South Carolina
$730K – – –
SSW
2185
Stone Summit Wealth
Florida
$729K -$21.3K -400 -3%
BFA
2186
Buttonwood Financial Advisors
Maryland
$729K -$5.58K -105 -0.8%
MA
2187
Mezzasalma Advisors
New Jersey
$728K +$23.6K +443 +4%
FMP
2188
Financial Management Professionals
Texas
$727K +$37.2K +700 +6%
FWCM
2189
Ferguson Wellman Capital Management
Oregon
$727K +$20.9K +393 +3%
CSA
2190
Cottage Street Advisors
Massachusetts
$726K +$160 +3 +0%
BFA
2191
Benedict Financial Advisors
Georgia
$721K -$31.5K -593 -4%
CWA
2192
CM Wealth Advisors
Ohio
$721K +$5.32K +100 +0.8%
JFGIW
2193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$719K -$84.7K -1,592 -11%
HFM
2194
Harvest Fund Management
China
$719K – – –
LAM
2195
Lewis Asset Management
California
$719K +$798 +15 +0.1%
KAM
2196
Kazazian Asset Management
Florida
$718K +$670K +12,595 New
HI
2197
Hudock Inc
Pennsylvania
$717K -$11.8K -221 -2%
BWM
2198
Baron Wealth Management
Michigan
$717K -$3.03K -57 -0.5%
IRC
2199
Investors Research Corp
Georgia
$717K – – –
LWA
2200
Legacy Wealth Advisors
Florida
$714K +$202K +3,804 +44%
86 87
88
89 90