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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
2226
Trivium Point Advisory
Connecticut
$278K -$567K -19,871 -67%
NEPPG
2227
New England Professional Planning Group
Rhode Island
$278K – – –
BEI
2228
Benjamin Edwards Inc
Missouri
$277K -$571 -20 -0.2%
CWA
2229
Consilium Wealth Advisory
Texas
$276K – – –
SEP
2230
Southland Equity Partners
Missouri
$276K +$275K +9,631 New
KFP
2231
KB Financial Partners
New Jersey
$276K -$28.2K -989 -9%
PAG
2232
Paladin Advisory Group
Iowa
$276K – – –
CCM
2233
Carlson Capital Management
Minnesota
$275K -$28.8K -1,009 -10%
BAM
2234
Blueshift Asset Management
New Jersey
$275K -$240K -8,425 -47%
CWM
2235
Centric Wealth Management
Illinois
$275K -$51.2K -1,795 -16%
CAC
2236
Certified Advisory Corp
Florida
$275K -$685 -24 -0.3%
CA
2237
CGN Advisors
Kansas
$274K -$25.7K -901 -9%
NQWM
2238
Northwest Quadrant Wealth Management
Oregon
$274K -$15.1K -528 -5%
BBW
2239
Blue Barn Wealth
Utah
$274K +$272K +9,539 New
WAOTB
2240
Wealth Advisors of Tampa Bay
Florida
$272K – – –
4WM
2241
44 Wealth Management
Oregon
$272K -$21.6K -756 -7%
TA
2242
TrueWealth Advisors
Alabama
$271K -$23.6K -826 -8%
DCM
2243
Dimension Capital Management
Florida
$269K +$30K +1,050 +13%
GFG
2244
Goldstone Financial Group
Illinois
$269K +$65.5K +2,296 +32%
SIA
2245
Sage Investment Advisers
New York
$269K -$10.8K -378 -4%
NF
2246
Nvest Financial
New Hampshire
$268K +$257 +9 +0.1%
FBT
2247
First Bank & Trust
South Dakota
$268K -$47.1K -1,649 -15%
BST
2248
Bath Savings Trust
Maine
$268K -$7.13K -250 -3%
PCA
2249
Prosperity Capital Advisors
Ohio
$268K +$18.2K +639 +7%
KWM
2250
Kolinsky Wealth Management
New Jersey
$268K -$65.7K -2,304 -20%
88 89
90
91 92