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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2251
Channel Wealth
California
$386K -$19.2K -500 -5%
JWCA
2252
J.W. Coons Advisors
Ohio
$385K +$65.2K +1,700 +21%
MTWM
2253
Masso Torrence Wealth Management
New Jersey
$384K +$4.37K +114 +1%
TCM
2254
Tradewinds Capital Management
Washington
$384K +$1.99K +52 +0.5%
CWA
2255
Consilium Wealth Advisory
Texas
$383K – – –
CWM
2256
Cherrydale Wealth Management
New Jersey
$383K +$19.4K +507 +6%
SCG
2257
Sonata Capital Group
Washington
$382K – – –
RC
2258
Rovin Capital
Arizona
$382K +$27.6K +720 +8%
AA
2259
Axiom Advisory
California
$381K +$386K +10,069 New
NEPPG
2260
New England Professional Planning Group
Rhode Island
$381K – – –
PP
2261
Pingora Partners
Wyoming
$381K -$84.3K -2,200 -19%
CPA
2262
Capital Performance Advisors
California
$380K +$80.2K +2,092 +28%
MAM
2263
Martingale Asset Management
Massachusetts
$379K +$366K +9,542 New
LPAM
2264
Lodestar Private Asset Management
California
$378K +$80.4K +2,097 +28%
JLBC
2265
J.L. Bainbridge & Co
Florida
$378K -$41.9K -1,092 -10%
RA
2266
Riversedge Advisors
Delaware
$377K -$10.4K -272 -3%
CAC
2267
Certified Advisory Corp
Florida
$376K +$9.66K +252 +3%
TA
2268
Townsend & Associates
Colorado
$376K – – –
CA
2269
Continuum Advisory
Idaho
$375K -$2.57K -67 -0.7%
NFG
2270
Nadler Financial Group
Illinois
$375K -$20.4K -531 -5%
CFG
2271
Carr Financial Group
Massachusetts
$374K +$59.9K +1,562 +20%
OBWG
2272
Onyx Bridge Wealth Group
New York
$372K -$8.97K -234 -2%
FSA
2273
Franklin Street Advisors
North Carolina
$372K – – –
LHC
2274
Little House Capital
Massachusetts
$372K +$358K +9,347 New
TA
2275
TrueWealth Advisors
Alabama
$370K +$46.9K +1,223 +15%
89 90
91
92 93