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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FGWP
2176
Founders Grove Wealth Partners
Virginia
$745K +$22.1K +415 +3%
PWS
2177
Proactive Wealth Strategies
Georgia
$745K +$16.4K +308 +2%
NWA
2178
Navis Wealth Advisors
New York
$742K – – –
SIA
2179
SGL Investment Advisors
Montana
$742K +$187K +3,510 +43%
BWM
2180
Blossom Wealth Management
California
$741K -$25.2K -473 -4%
MCI
2181
MRP Capital Investments
Georgia
$741K +$53.2K +1,000 +8%
SL
2182
Sentinus LLC
Illinois
$740K +$95.8K +1,801 +16%
ZIG
2183
Zullo Investment Group
Pennsylvania
$740K -$158K -2,980 -19%
PSP
2184
Pacific Sage Partners
Washington
$740K – – –
SAM
2185
S.A. Mason
Michigan
$738K +$11.4K +215 +2%
QFA
2186
Quantum Financial Advisors
California
$738K -$31.3K -589 -4%
WDG
2187
Wealth Dimensions Group
Ohio
$737K +$10.2K +192 +2%
AA
2188
Argent Advisors
Louisiana
$736K -$2.02K -38 -0.3%
TCM
2189
Towercrest Capital Management
Pennsylvania
$734K – – –
WP
2190
WealthPLAN Partners
Nebraska
$733K +$51.3K +964 +8%
RFW
2191
Rainier Family Wealth
Washington
$733K -$27K -507 -4%
SSC
2192
Syverson Strege & Co
Iowa
$733K -$6.12K -115 -0.9%
SAM
2193
Smithbridge Asset Management
Pennsylvania
$733K – – –
EA
2194
Ergawealth Advisors
Illinois
$732K – – –
SWP
2195
Strategic Wealth Partners
Ohio
$732K -$57.5K -1,081 -8%
HA
2196
Hanover Advisors
South Carolina
$730K – – –
SSW
2197
Stone Summit Wealth
Florida
$729K -$21.3K -400 -3%
BFA
2198
Buttonwood Financial Advisors
Maryland
$729K -$5.58K -105 -0.8%
MA
2199
Mezzasalma Advisors
New Jersey
$728K +$23.6K +443 +4%
FMP
2200
Financial Management Professionals
Texas
$727K +$37.2K +700 +6%
86 87
88
89 90