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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
2201
Beta Wealth Group
California
$351K -$2.68K -92 -0.9%
JWM
2202
JGP Wealth Management
Oregon
$349K +$3.52K +121 +1%
RWS
2203
Resolute Wealth Strategies
Mississippi
$349K -$134K -4,593 -31%
CWS
2204
Cypress Wealth Services
California
$348K -$25.3K -870 -8%
LCOV
2205
London Company of Virginia
Virginia
$348K -$204 -7 -0.1%
FFA
2206
First Foundation Advisors
California
$348K -$617K -21,175 -67%
KWMG
2207
King Wealth Management Group
Florida
$347K -$4.48K -154 -1%
MPIA
2208
Mountain Pacific Investment Advisers
Idaho
$346K -$14.6K -500 -5%
BGAI
2209
Bruce G. Allen Investments
Colorado
$346K +$299K +10,283 New
TWM
2210
Thrive Wealth Management
Pennsylvania
$346K +$24.2K +830 +9%
KIA
2211
Kraematon Investment Advisors
Massachusetts
$346K -$18.3K -628 -6%
WIA
2212
World Investment Advisors
California
$345K +$299K +10,254 New
CCA
2213
Cottonwood Capital Advisors
Utah
$345K -$47.6K -1,634 -14%
BAM
2214
Byrne Asset Management
New Jersey
$345K +$39.6K +1,360 +15%
BAM
2215
BOS Asset Management
Illinois
$344K -$58.2K -2,000 -16%
GC
2216
Garde Capital
Washington
$344K -$3.64K -125 -1%
ACM
2217
AlphaStar Capital Management
North Carolina
$344K -$144K -4,939 -33%
NG
2218
Northstar Group
New York
$344K -$115K -3,933 -28%
GWP
2219
Gateway Wealth Partners
Wisconsin
$344K -$88.4K -3,037 -23%
FC
2220
Financial Council
Maryland
$342K -$19K -653 -6%
SBF
2221
Sara-Bay Financial
Florida
$340K -$2.88K -99 -1%
SAA
2222
Southeast Asset Advisors
Georgia
$340K -$31.6K -1,084 -10%
DCM
2223
Donaldson Capital Management
Indiana
$339K -$50.1K -1,720 -15%
ACM
2224
Allred Capital Management
Texas
$339K -$2.1K -72 -0.7%
HWA
2225
Heartwood Wealth Advisors
Virginia
$338K – – –
87 88
89
90 91