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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
2226
Valley Brook Capital Group
Pennsylvania
$117K +$104K +3,890 New
CAM
2227
Costello Asset Management
Pennsylvania
$112K +$25.9K +966 +36%
RTC
2228
Riverview Trust Company
Washington
$110K – – –
SFSIG
2229
San Francisco Sentry Investment Group
California
$110K – – –
FWM
2230
ForthRight Wealth Management
Georgia
$110K +$96.9K +3,614 New
DWA
2231
Dougherty Wealth Advisers
Minnesota
$108K – – –
BWL
2232
Bogart Wealth LLC
Virginia
$108K +$2.68K +100 +3%
ACA
2233
Atlas Capital Advisors
Wyoming
$108K +$95.2K +3,553 New
NG
2234
NWK Group
California
$105K +$39.6K +1,478 +75%
LWA
2235
Lenox Wealth Advisors
New York
$103K +$82.9K +3,093 +1,024%
EWA
2236
Evolution Wealth Advisors
Florida
$102K -$19.8K -738 -18%
FP
2237
Financial Perspectives
Minnesota
$101K +$9.7K +362 +12%
RWG
2238
Regal Wealth Group
California
$100K +$1.07K +40 +1%
BHWM
2239
Bay Harbor Wealth Management
Maryland
$97K +$2.79K +104 +3%
CH
2240
Canton Hathaway
Rhode Island
$94K +$59K +2,201 +242%
AWG
2241
Altus Wealth Group
Colorado
$93K +$81.9K +3,054 New
CWP
2242
Concord Wealth Partners
Virginia
$93K +$82.4K +3,073 New
KC
2243
Knuff & Co
California
$92K – – –
SL
2244
Savior LLC
Massachusetts
$91K -$24.3K -906 -23%
AP
2245
Arlington Partners
Alabama
$91K – – –
CWM
2246
Curi Wealth Management
North Carolina
$90K +$79.8K +2,976 New
SIM
2247
Seaview Investment Managers
Florida
$89K -$22.4K -834 -22%
MWC
2248
MBM Wealth Consultants
Missouri
$89K -$2.63K -98 -3%
TFIPS
2249
Towarzystwo Funduszy Inwestycyjnych PZU SA
$88.9K +$78.6K +2,934 New
LGWM
2250
Litman Gregory Wealth Management
California
$88K +$2.04K +76 +3%
88 89
90
91 92