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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
2201
WCG Wealth Advisors
Nevada
$299K +$346K +9,600 New
MWP
2202
Madison Wealth Partners
Wisconsin
$295K +$5.69K +158 +2%
TF
2203
TimeScale Financial
Massachusetts
$294K +$864 +24 +0.3%
MCM
2204
MV Capital Management
Maryland
$293K -$43.1K -1,198 -11%
CWP
2205
CFM Wealth Partners
Texas
$293K -$14.8K -411 -4%
BEAM
2206
Baker Ellis Asset Management
Washington
$293K – – –
TLP
2207
Trinity Legacy Partners
Texas
$293K +$8.21K +228 +3%
WWMSC
2208
Wagner Wealth Management (South Carolina)
South Carolina
$292K -$58K -1,612 -15%
MIM
2209
Moseley Investment Management
Florida
$292K +$12.3K +342 +4%
PHAM
2210
Palisades Hudson Asset Management
Florida
$291K – – –
CWM
2211
Curi Wealth Management
North Carolina
$290K +$57.6K +1,600 +21%
CCMD
2212
Cypress Capital Management (Delaware)
Delaware
$289K – – –
EI
2213
Ellevest Inc
New York
$288K -$12.5K -348 -4%
NEPPG
2214
New England Professional Planning Group
Rhode Island
$288K +$16K +444 +5%
BWM
2215
BerganKDV Wealth Management
Minnesota
$287K -$468 -13 -0.1%
MPCL
2216
My Personal CFO LLC
Washington
$287K +$15.2K +422 +5%
ACP
2217
Aveo Capital Partners
Colorado
$286K -$16.1K -448 -5%
AIIMS
2218
Analyst IMS Investment Management Services
Israel
$286K -$7.2K -200 -2%
CFO
2219
Collective Family Office
Pennsylvania
$286K +$12.2K +340 +4%
SCM
2220
SKBA Capital Management
California
$286K +$28.8K +800 +10%
BG
2221
Benedetti & Gucer
Georgia
$285K -$65.9K -1,830 -17%
OWA
2222
One Wealth Advisors
California
$285K +$4.28K +119 +1%
HA
2223
HFG Advisors
Ohio
$285K +$108K +3,000 +49%
VCM
2224
Violich Capital Management
California
$284K +$38.7K +1,075 +13%
WF
2225
WoodTrust Financial
Wisconsin
$283K +$64.8K +1,800 +25%
87 88
89
90 91