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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2301
Curat Global
New Hampshire
$566K +$355K +6,870 +145%
TFG
2302
Tilson Financial Group
New Jersey
$566K +$4.03K +78 +0.7%
SWP
2303
Semus Wealth Partners
Florida
$565K -$28.2K -547 -5%
HBW
2304
Hazlett, Burt & Watson
West Virginia
$564K – – –
VEM
2305
Vann Equity Management
Texas
$562K +$595K +11,535 New
EL
2306
EWA LLC
Pennsylvania
$561K +$95.7K +1,854 +19%
LWP
2307
LMG Wealth Partners
Louisiana
$561K -$12.4K -240 -2%
V
2308
VeraBank
Texas
$559K – – –
SIC
2309
Sigma Investment Counselors
Michigan
$558K -$28.8K -558 -5%
IRP
2310
Investment Research Partners
Pennsylvania
$557K -$93.8K -1,818 -14%
MAM
2311
MMA Asset Management
Pennsylvania
$556K +$25K +484 +4%
4WM
2312
44 Wealth Management
Oregon
$555K -$31.3K -607 -5%
BM
2313
Berman McAleer
Maryland
$554K +$3.87K +75 +0.7%
ACM
2314
Arcataur Capital Management
Wisconsin
$553K +$8K +155 +1%
OAM
2315
Oak Asset Management
California
$552K – – –
OE
2316
OFS Enterprise
Nebraska
$551K +$583K +11,293 New
AGP
2317
Autumn Glory Partners
Texas
$550K -$65.6K -1,271 -10%
TCM
2318
Tradewinds Capital Management
Washington
$549K +$52 +1 +0%
BCA
2319
Bay Capital Advisors
Virginia
$549K – – –
AMPWP
2320
Alvarez & Marsal Private Wealth Partners
Florida
$549K +$581K +11,255 New
SWA
2321
SFMG Wealth Advisors
Texas
$548K +$101K +1,965 +21%
JCM
2322
Jacobsen Capital Management
Utah
$548K +$2.68K +52 +0.5%
CFG
2323
Carr Financial Group
Massachusetts
$547K +$35.2K +682 +6%
GRR
2324
Golden Reserve Retirement
Ohio
$547K +$229K +4,435 +65%
WFA
2325
WJ Financial Advisors
Connecticut
$547K +$2.94K +57 +0.5%
91 92
93
94 95