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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
2176
Guidance Point Advisors
Massachusetts
$276K +$1.33K +33 +0.5%
CG
2177
CFO4Life Group
Texas
$275K +$261K +6,488 New
FA
2178
Faithward Advisors
Pennsylvania
$274K – – –
FFWM
2179
Future Financial Wealth Management
Ohio
$274K – – –
PAM
2180
Peak Asset Management
Colorado
$273K – – –
CAM
2181
Claret Asset Management
Quebec, Canada
$271K -$85K -2,109 -25%
EA
2182
Elm Advisors
California
$271K – – –
ACA
2183
Ackerman Capital Advisors
Texas
$271K +$5.92K +147 +2%
KA
2184
Klingman & Associates
New York
$269K -$109K -2,696 -30%
WA
2185
WP Advisors
California
$268K -$8.42K -209 -3%
PIM
2186
Penobscot Investment Management
Massachusetts
$267K -$8.06K -200 -3%
CWA
2187
Clarity Wealth Advisors
California
$267K -$1.81K -45 -0.7%
MA
2188
MBA Advisors
Pennsylvania
$267K – – –
RRWA
2189
Rainey & Randall Wealth Advisors
Florida
$266K +$25K +621 +11%
JF
2190
JSF Financial
California
$266K +$56.4K +1,399 +29%
PWA
2191
Physician Wealth Advisors
Utah
$265K – – –
PAS
2192
Professional Advisory Services
Florida
$265K – – –
EIP
2193
Ellis Investment Partners
Pennsylvania
$265K +$685 +17 +0.3%
BA
2194
Ballast Advisors
Minnesota
$265K +$11.1K +275 +5%
PBF
2195
Petix & Botte Financial
California
$264K +$250K +6,206 New
4WM
2196
44 Wealth Management
Oregon
$263K -$967 -24 -0.4%
GF
2197
Gries Financial
Ohio
$260K -$554K -13,754 -69%
DAM
2198
Doheny Asset Management
California
$259K -$302K -7,500 -55%
CWM
2199
CCG Wealth Management
California
$259K – – –
PIA
2200
Powell Investment Advisors
Florida
$259K – – –
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