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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LPP
2176
Life Planning Partners
Florida
$625K +$146 +3 +0%
FLP
2177
Financial Life Planners
Arizona
$623K +$2.93K +60 +0.5%
FGWP
2178
Founders Grove Wealth Partners
Virginia
$623K +$54.9K +1,125 +10%
RPWA
2179
Regent Peak Wealth Advisors
Georgia
$622K +$588K +12,060 New
OIA
2180
Optimum Investment Advisors
Illinois
$621K +$293 +6 +0%
TWM
2181
Thrive Wealth Management
Pennsylvania
$620K -$4.63K -95 -0.8%
MBFW
2182
Morton Brown Family Wealth
Pennsylvania
$619K -$23.3K -478 -4%
AT
2183
Arlington Trust
Alabama
$619K – – –
GSIAS
2184
Garden State Investment Advisory Services
New Jersey
$619K -$33K -676 -5%
LAIC
2185
Lederer & Associates Investment Counsel
California
$619K -$390K -8,000 -40%
SB
2186
Sunflower Bank
Texas
$618K – – –
HIC
2187
Harvey Investment Company
Kentucky
$618K – – –
OFG
2188
Oxford Financial Group
Indiana
$618K +$245K +5,012 +72%
SIC
2189
Sigma Investment Counselors
Michigan
$617K -$8.29K -170 -1%
KCPT
2190
Kingstone Capital Partners Texas
Texas
$616K +$47.8K +979 +9%
SPWM
2191
Schrum Private Wealth Management
Florida
$616K +$585 +12 +0.1%
FSCM
2192
Front Street Capital Management
Montana
$615K -$73.2K -1,500 -11%
MAWCM
2193
Mine & Arao Wealth Creation & Management
California
$615K +$1.07K +22 +0.2%
RDWM
2194
Red Door Wealth Management
Tennessee
$614K -$8.56M -175,401 -94%
SLC
2195
Second Line Capital
Louisiana
$614K +$85.9K +1,761 +17%
CWM
2196
Centurion Wealth Management
Virginia
$612K +$97.6K +2,001 +20%
ESB
2197
Essex Savings Bank
Connecticut
$612K -$32.7K -671 -5%
BTC
2198
Bank & Trust Company
Illinois
$611K – – –
KLWA
2199
Kelly Lawrence W & Associates
California
$611K – – –
RLH
2200
RD Lewis Holdings
Florida
$611K -$3.9K -80 -0.7%
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