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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
2301
Morton Brown Family Wealth
Pennsylvania
$650K -$10K -190 -2%
CIM
2302
CIM Investment Management
Pennsylvania
$649K – – –
CPW
2303
Cogent Private Wealth
Florida
$649K +$624K +11,801 New
TWM
2304
Tradition Wealth Management
Minnesota
$648K +$4.71K +89 +0.8%
CA
2305
COFG Advisors
Illinois
$646K +$621K +11,754 New
MCI
2306
MRP Capital Investments
Georgia
$646K – – –
LWP
2307
LMG Wealth Partners
Louisiana
$646K +$6.77K +128 +1%
TWM
2308
TCFG Wealth Management
California
$646K +$138K +2,606 +29%
FOA
2309
Five Oceans Advisors
California
$644K +$1.11K +21 +0.2%
IA
2310
IFG Advisors
Missouri
$644K +$159 +3 +0%
OHWP
2311
Oak Harbor Wealth Partners
North Carolina
$643K – – –
FFS
2312
Founders Financial Securities
Maryland
$642K +$95.8K +1,813 +18%
PCM
2313
Permanent Capital Management
Illinois
$640K -$49.2K -930 -7%
RWP
2314
Ridgecrest Wealth Partners
California
$640K -$51.7K -978 -8%
CCA
2315
Carrera Capital Advisors
Michigan
$638K +$133K +2,511 +28%
MG
2316
McHugh Group
Ohio
$637K – – –
FWA
2317
Flagship Wealth Advisors
Massachusetts
$637K -$10.3K -194 -2%
NSAM
2318
North Star Asset Management
Wisconsin
$637K +$14.1K +266 +2%
FBB
2319
Fulton Breakefield Broenniman
Maryland
$637K +$13.3K +252 +2%
HBW
2320
Hazlett, Burt & Watson
West Virginia
$636K +$106 +2 +0%
BBP
2321
Banco BTG Pactual
Brazil
$635K -$83.3K -1,576 -12%
IF
2322
Integrity Financial
Wyoming
$634K -$128K -2,417 -17%
TFG
2323
Tilson Financial Group
New Jersey
$634K -$15.3K -290 -2%
CWS
2324
Cypress Wealth Services
California
$633K +$89.8K +1,699 +17%
PSP
2325
Pacific Sage Partners
Washington
$631K – – –
91 92
93
94 95