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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
2201
Nations Financial Group
Iowa
$244K +$217K +6,297 New
MA
2202
MBA Advisors
Pennsylvania
$243K +$217K +6,284 New
BOS
2203
Bingham Osborn & Scarborough
California
$242K +$215K +6,242 New
PAS
2204
Professional Advisory Services
Florida
$242K +$215K +6,242 New
LSWM
2205
Lorne Steinberg Wealth Management
Canada
$242K +$215K +6,245 New
RPCA
2206
Running Point Capital Advisors
California
$242K +$216K +6,251 New
AO
2207
Advisor OS
Illinois
$242K +$217K +6,281 New
EIP
2208
Ellis Investment Partners
Pennsylvania
$241K +$518 +15 +0.2%
SMA
2209
Sage Mountain Advisors
Georgia
$241K +$215K +6,219 New
FHC
2210
First Horizon Corporation
Tennessee
$240K -$1.36M -39,351 -86%
4WM
2211
44 Wealth Management
Oregon
$240K +$214K +6,192 New
CJA
2212
C-J Advisory
California
$240K +$214K +6,211 New
APW
2213
Austin Private Wealth
Texas
$238K -$18.4K -532 -8%
NCM
2214
Northside Capital Management
Oregon
$236K -$28.9K -837 -12%
TFGT
2215
TS Financial Group (TSFG)
Illinois
$236K -$7.9K -229 -4%
PIA
2216
Powell Investment Advisors
Florida
$236K – – –
SWA
2217
SFMG Wealth Advisors
Texas
$236K +$210K +6,089 New
APA
2218
Allegiant Private Advisors
Florida
$236K +$211K +6,103 New
CSPAM
2219
Cary Street Partners Asset Management
Virginia
$236K +$211K +6,110 New
WCG
2220
Weaver Consulting Group
California
$236K +$211K +6,110 New
TWM
2221
Tradition Wealth Management
Minnesota
$234K +$138 +4 +0.1%
CWA
2222
Clarity Wealth Advisors
California
$234K +$209K +6,049 New
WS
2223
Wela Strategies
Georgia
$233K +$208K +6,028 New
CF
2224
Corrigan Financial
Rhode Island
$233K +$208K +6,019 New
MAG
2225
Mayfair Advisory Group
Alabama
$232K +$203K +5,880 New
87 88
89
90 91