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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
2301
Tiller Private Wealth
Pennsylvania
$216K – – –
EL
2302
Essex LLC
Illinois
$216K +$205K +5,078 New
MCA
2303
Magnolia Capital Advisors
Mississippi
$215K +$204K +5,064 New
SWA
2304
SFMG Wealth Advisors
Texas
$213K +$203K +5,029 New
BA
2305
Bristlecone Advisors
Washington
$212K – – –
FFG
2306
Ford Financial Group
California
$212K – – –
HA
2307
Harfst & Associates
Wyoming
$212K – – –
SWM
2308
Stockman Wealth Management
Montana
$211K -$2.01K -50 -1%
BFWA
2309
Benchmark Financial Wealth Advisors
Florida
$211K +$200K +4,974 New
SCA
2310
Stuart Chaussee & Associates
California
$210K – – –
BRG
2311
Bay Rivers Group
Virginia
$209K -$13.9K -345 -7%
SHWM
2312
Smith & Howard Wealth Management
Georgia
$209K +$198K +4,921 New
LA
2313
Latitude Advisors
Florida
$209K +$198K +4,924 New
WFG
2314
Wills Financial Group
Virginia
$208K -$3.71K -92 -2%
ATFA
2315
All Terrain Financial Advisors
Minnesota
$208K – – –
WCFA
2316
Walkner Condon Financial Advisors
Wisconsin
$208K +$197K +4,893 New
FB
2317
First Bancorp
Maine
$207K +$196K +4,877 New
GWSG
2318
GPS Wealth Strategies Group
Colorado
$206K +$67K +1,663 +52%
BA
2319
Bridge Advisory
California
$205K -$12.9K -320 -6%
AMG
2320
Advisors Management Group
Wisconsin
$205K -$5.48K -136 -3%
CIAS
2321
CFS Investment Advisory Services
New Jersey
$205K +$195K +4,835 New
AC
2322
Alexandria Capital
Virginia
$204K +$193K +4,794 New
MHC
2323
Meyer Handelman Company
New York
$204K +$193K +4,800 New
CJA
2324
C-J Advisory
California
$204K +$194K +4,819 New
WKWM
2325
Walter & Keenan Wealth Management
Indiana
$203K +$193K +4,788 New
91 92
93
94 95