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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2251
Continuum Advisory
Idaho
$364K -$422K -12,301 -56%
NEPPG
2252
New England Professional Planning Group
Rhode Island
$363K -$3.43K -100 -1%
OBWG
2253
Onyx Bridge Wealth Group
New York
$363K -$3.78K -110 -1%
FAM
2254
Flaharty Asset Management
Florida
$363K -$90.9K -2,649 -22%
GCP
2255
GSA Capital Partners
United Kingdom
$363K +$122K +3,553 +59%
MTWM
2256
Masso Torrence Wealth Management
New Jersey
$362K -$1.75K -51 -0.5%
KA
2257
Klingman & Associates
New York
$359K +$16.2K +473 +5%
PHS
2258
Pekin Hardy Strauss
Illinois
$359K – – –
RFM
2259
Royal Fund Management
Florida
$358K +$11.5K +334 +4%
CWM
2260
Centurion Wealth Management
Virginia
$358K +$324K +9,444 New
KFSC
2261
Keystone Financial Services (Colorado)
Colorado
$358K +$137 +4 +0%
DWM
2262
Dogwood Wealth Management
Kansas
$357K +$30.5K +888 +10%
ATWA
2263
Arbor Trust Wealth Advisors
Michigan
$357K +$17.2K +500 +5%
EWM
2264
Executive Wealth Management
Michigan
$356K +$9.16K +267 +3%
SP
2265
Successful Portfolios
Florida
$354K +$1.61K +47 +0.5%
FSA
2266
Franklin Street Advisors
North Carolina
$354K – – –
EWS
2267
Eagle Wealth Strategies
New Jersey
$354K -$5.8K -169 -2%
OWA
2268
One Wealth Advisors
California
$354K +$1.72K +50 +0.5%
AC
2269
Apella Capital
Connecticut
$352K +$3.36K +98 +1%
CFG
2270
Cooper Financial Group
California
$352K +$70K +2,038 +28%
BP
2271
BBR Partners
New York
$352K -$19.4K -565 -6%
SWMP
2272
Signature Wealth Management Partners
New Jersey
$352K -$20.6K -600 -6%
MHR
2273
Matthew Hamilton Rosenberg
$351K +$3.91K +114 +1%
VCM
2274
Vivaldi Capital Management
Illinois
$350K -$30.3K -882 -9%
BWA
2275
Blodgett Wealth Advisors
California
$350K +$36.5K +1,064 +13%
89 90
91
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