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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
2201
Onyx Bridge Wealth Group
New York
$610K +$77K +1,578 +15%
CIM
2202
CIM Investment Management
Pennsylvania
$609K -$589K -12,079 -51%
BOSSRA
2203
B.O.S.S. Retirement Advisors
Utah
$608K +$274K +5,618 +91%
FWA
2204
Flagship Wealth Advisors
Massachusetts
$608K +$110K +2,264 +24%
WIM
2205
Warwick Investment Management
Texas
$607K +$56.6K +1,160 +11%
FNBOO
2206
First National Bank of Omaha
Nebraska
$606K +$39.5K +810 +7%
IA
2207
IFG Advisors
Missouri
$604K -$5.17K -106 -0.9%
FOA
2208
Five Oceans Advisors
California
$603K -$31K -636 -5%
OHWP
2209
Oak Harbor Wealth Partners
North Carolina
$603K – – –
TWM
2210
Tradition Wealth Management
Minnesota
$603K -$26.8K -549 -4%
FMTC
2211
Farmers & Merchants Trust Company
California
$601K -$84K -1,722 -13%
GAM
2212
Gemmer Asset Management
California
$601K -$161K -3,302 -22%
CG
2213
Curat Global
New Hampshire
$599K – – –
LWP
2214
LMG Wealth Partners
Louisiana
$599K +$1.51K +31 +0.3%
AFG
2215
ABLE Financial Group
Arizona
$599K -$40.8K -836 -7%
MG
2216
McHugh Group
Ohio
$598K – – –
BWM
2217
Baron Wealth Management
Michigan
$597K +$4K +82 +0.7%
KFA
2218
Kapstone Financial Advisors
Ohio
$596K – – –
HBW
2219
Hazlett, Burt & Watson
West Virginia
$594K -$10.9K -223 -2%
CFG
2220
Copley Financial Group
California
$593K -$34.4K -705 -6%
PSP
2221
Pacific Sage Partners
Washington
$592K -$488 -10 -0.1%
V
2222
VeraBank
Texas
$592K +$14.6K +300 +3%
KOC
2223
Koss-Olinger Consulting
Florida
$591K -$76.8K -1,574 -11%
FVWA
2224
Foster Victor Wealth Advisors
South Carolina
$591K +$8.59K +176 +2%
MHC
2225
May Hill Capital
Massachusetts
$590K +$153K +3,146 +38%
87 88
89
90 91