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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2276
Blodgett Wealth Advisors
California
$350K +$36.5K +1,064 +13%
CAC
2277
Certified Advisory Corp
Florida
$349K +$69 +2 +0%
FSA
2278
Financial Security Advisor
Virginia
$348K -$2.09K -61 -0.7%
WRPWM
2279
Werba Rubin Papier Wealth Management
California
$347K +$314K +9,153 New
TA
2280
Townsend & Associates
Colorado
$346K – – –
KIA
2281
Kraematon Investment Advisors
Massachusetts
$346K -$39.3K -1,146 -11%
BST
2282
Bath Savings Trust
Maine
$346K -$5.42K -158 -2%
SIA
2283
Sage Investment Advisers
New York
$346K -$3.5K -102 -1%
CWM
2284
Cherrydale Wealth Management
New Jersey
$346K +$24.4K +710 +8%
LWM
2285
Lakeridge Wealth Management
Ohio
$345K -$280K -8,160 -47%
GFG
2286
Greystone Financial Group
Michigan
$345K -$23.9K -696 -7%
HCA
2287
Hyperion Capital Advisors
New York
$344K – – –
NG
2288
Northstar Group
New York
$344K -$39.5K -1,150 -11%
FPWM
2289
FSB Premier Wealth Management
Iowa
$343K +$57.8K +1,685 +23%
CCA
2290
Cottonwood Capital Advisors
Utah
$342K -$24.9K -726 -7%
PA
2291
PSI Advisors
Florida
$342K +$309 +9 +0.1%
SFS
2292
Summit Financial Strategies
Ohio
$341K +$7.11K +207 +2%
FG
2293
Foster Group
Iowa
$340K +$50K +1,457 +19%
OPPS
2294
Obsidian Personal Planning Solutions
Maryland
$339K -$93.6K -2,728 -23%
EWM
2295
Evermay Wealth Management
Virginia
$339K -$2.33K -68 -0.8%
PPC
2296
Park Place Capital
Alabama
$338K +$8.93K +260 +3%
AFP
2297
Alpha Financial Partners
Kentucky
$337K +$1.2K +35 +0.4%
PAG
2298
Powers Advisory Group
Illinois
$337K +$71K +2,069 +30%
RC
2299
Rovin Capital
Arizona
$337K -$12.1K -353 -4%
M
2300
MOTCO
Texas
$336K +$187K +5,447 +159%
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92
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