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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
2226
New England Professional Planning Group
Rhode Island
$278K – – –
BEI
2227
Benjamin Edwards Inc
Missouri
$277K -$571 -20 -0.2%
CWA
2228
Consilium Wealth Advisory
Texas
$276K – – –
SEP
2229
Southland Equity Partners
Missouri
$276K +$275K +9,631 New
KFP
2230
KB Financial Partners
New Jersey
$276K -$28.2K -989 -9%
PAG
2231
Paladin Advisory Group
Iowa
$276K – – –
CCM
2232
Carlson Capital Management
Minnesota
$275K -$28.8K -1,009 -10%
BAM
2233
Blueshift Asset Management
New Jersey
$275K -$240K -8,425 -47%
CWM
2234
Centric Wealth Management
Illinois
$275K -$51.2K -1,795 -16%
CAC
2235
Certified Advisory Corp
Florida
$275K -$685 -24 -0.3%
CA
2236
CGN Advisors
Kansas
$274K -$25.7K -901 -9%
NQWM
2237
Northwest Quadrant Wealth Management
Oregon
$274K -$15.1K -528 -5%
BBW
2238
Blue Barn Wealth
Utah
$274K +$272K +9,539 New
WAOTB
2239
Wealth Advisors of Tampa Bay
Florida
$272K – – –
4WM
2240
44 Wealth Management
Oregon
$272K -$21.6K -756 -7%
TA
2241
TrueWealth Advisors
Alabama
$271K -$23.6K -826 -8%
DCM
2242
Dimension Capital Management
Florida
$269K +$30K +1,050 +13%
GFG
2243
Goldstone Financial Group
Illinois
$269K +$65.5K +2,296 +32%
SIA
2244
Sage Investment Advisers
New York
$269K -$10.8K -378 -4%
NF
2245
Nvest Financial
New Hampshire
$268K +$257 +9 +0.1%
FBT
2246
First Bank & Trust
South Dakota
$268K -$47.1K -1,649 -15%
BST
2247
Bath Savings Trust
Maine
$268K -$7.13K -250 -3%
PCA
2248
Prosperity Capital Advisors
Ohio
$268K +$18.2K +639 +7%
KWM
2249
Kolinsky Wealth Management
New Jersey
$268K -$65.7K -2,304 -20%
AWM
2250
Angeles Wealth Management
California
$267K -$159K -5,575 -37%
88 89
90
91 92