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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2201
MBA Advisors
Pennsylvania
$243K +$217K +6,284 New
BOS
2202
Bingham Osborn & Scarborough
California
$242K +$215K +6,242 New
PAS
2203
Professional Advisory Services
Florida
$242K +$215K +6,242 New
LSWM
2204
Lorne Steinberg Wealth Management
Canada
$242K +$215K +6,245 New
RPCA
2205
Running Point Capital Advisors
California
$242K +$216K +6,251 New
AO
2206
Advisor OS
Illinois
$242K +$217K +6,281 New
EIP
2207
Ellis Investment Partners
Pennsylvania
$241K +$518 +15 +0.2%
SMA
2208
Sage Mountain Advisors
Georgia
$241K +$215K +6,219 New
FHC
2209
First Horizon Corporation
Tennessee
$240K -$1.36M -39,351 -86%
4WM
2210
44 Wealth Management
Oregon
$240K +$214K +6,192 New
CJA
2211
C-J Advisory
California
$240K +$214K +6,211 New
APW
2212
Austin Private Wealth
Texas
$238K -$18.4K -532 -8%
NCM
2213
Northside Capital Management
Oregon
$236K -$28.9K -837 -12%
TFGT
2214
TS Financial Group (TSFG)
Illinois
$236K -$7.9K -229 -4%
PIA
2215
Powell Investment Advisors
Florida
$236K – – –
SWA
2216
SFMG Wealth Advisors
Texas
$236K +$210K +6,089 New
APA
2217
Allegiant Private Advisors
Florida
$236K +$211K +6,103 New
CSPAM
2218
Cary Street Partners Asset Management
Virginia
$236K +$211K +6,110 New
WCG
2219
Weaver Consulting Group
California
$236K +$211K +6,110 New
TWM
2220
Tradition Wealth Management
Minnesota
$234K +$138 +4 +0.1%
CWA
2221
Clarity Wealth Advisors
California
$234K +$209K +6,049 New
WS
2222
Wela Strategies
Georgia
$233K +$208K +6,028 New
CF
2223
Corrigan Financial
Rhode Island
$233K +$208K +6,019 New
MAG
2224
Mayfair Advisory Group
Alabama
$232K +$203K +5,880 New
MJB
2225
Mark J. Bradley
$232K +$207K +6,000 New
87 88
89
90 91