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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
2226
Ridgecrest Wealth Partners
California
$522K – – –
TPWA
2227
TRUE Private Wealth Advisors
Oregon
$522K -$4.22K -96 -0.8%
FOA
2228
Five Oceans Advisors
California
$522K +$6.2K +141 +1%
WIM
2229
WealthPlan Investment Management
Nebraska
$522K -$1.03M -23,398 -66%
MSWM
2230
Mowery & Schoenfeld Wealth Management
Illinois
$521K +$522K +11,856 New
BTC
2231
Bank & Trust Company
Illinois
$521K – – –
LNB
2232
Ledyard National Bank
$520K -$2.68K -61 -0.5%
AWM
2233
Activest Wealth Management
Florida
$520K -$86K -1,954 -14%
VCP
2234
Verus Capital Partners
Arizona
$520K -$112K -2,535 -18%
TCOTS
2235
Trust Company of the South
North Carolina
$519K +$13.6K +310 +3%
KTC
2236
Kentucky Trust Company
Kentucky
$519K +$519K +11,799 New
FFC
2237
First Financial Corp
Indiana
$518K +$48.7K +1,106 +10%
WRPWM
2238
Werba Rubin Papier Wealth Management
California
$518K +$34.3K +780 +7%
V
2239
VeraBank
Texas
$517K -$1.89K -43 -0.4%
CWS
2240
Cypress Wealth Services
California
$517K +$26.8K +608 +5%
IA
2241
IFG Advisors
Missouri
$516K -$352 -8 -0.1%
GFA
2242
Gallagher Fiduciary Advisors
Illinois
$516K +$191K +4,346 +59%
ORC
2243
O'Rourke & Company
Massachusetts
$515K -$29.6K -673 -5%
FAFN
2244
First Affirmative Financial Network
Colorado
$515K +$5.68K +129 +1%
MEAC
2245
M.E. Allison & Co
Texas
$513K +$514K +11,683 New
HWM
2246
Hemington Wealth Management
Virginia
$513K +$26.9K +611 +6%
FA
2247
Fountainhead AM
New Jersey
$512K +$197K +4,468 +62%
TCPW
2248
Twin City Private Wealth
North Carolina
$512K +$23.6K +537 +5%
USB
2249
Union Savings Bank
Connecticut
$511K -$8.76K -199 -2%
LWP
2250
LMG Wealth Partners
Louisiana
$511K +$6.16K +140 +1%
88 89
90
91 92