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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGP
2326
Marshall Financial Group (Pennsylvania)
Pennsylvania
$326K +$3.2K +71 +0.9%
KWMG
2327
King Wealth Management Group
Florida
$325K -$1.35K -30 -0.4%
WDL
2328
Well Done LLC
Michigan
$322K +$3.02K +67 +0.9%
SFP
2329
Sandbox Financial Partners
Maryland
$322K +$31.5K +698 +10%
HR
2330
Hardy Reed
Mississippi
$321K – – –
JAM
2331
JCIC Asset Management
Ontario, Canada
$320K – – –
MWPCG
2332
Measured Wealth Private Client Group
New Hampshire
$319K -$53.1K -1,177 -13%
EWS
2333
Evergreen Wealth Solutions
Pennsylvania
$319K -$9.84K -218 -3%
CCA
2334
Column Capital Advisors
Indiana
$318K -$6.23K -138 -2%
CWM
2335
Curi Wealth Management
North Carolina
$317K -$1.66M -36,713 -83%
IAP
2336
Indie Asset Partners
Indiana
$317K +$4.38K +97 +1%
ATWA
2337
Arbor Trust Wealth Advisors
Michigan
$317K +$4.51K +100 +1%
EWM
2338
EPG Wealth Management
Georgia
$317K +$25.4K +564 +8%
BWM
2339
BCS Wealth Management
Tennessee
$316K -$857K -18,993 -71%
HIP
2340
HUB Investment Partners
Texas
$316K -$164K -3,645 -32%
WOSD
2341
WFA of San Diego
California
$316K -$106K -2,351 -23%
MFA
2342
Morling Financial Advisors
California
$316K – – –
CA
2343
Centerpoint Advisors
Massachusetts
$315K -$39.2K -869 -10%
FIBT
2344
First International Bank & Trust
North Dakota
$315K +$345K +7,638 New
CA
2345
CGN Advisors
Kansas
$314K -$56.9K -1,261 -14%
FWM
2346
ForthRight Wealth Management
Georgia
$314K -$20K -444 -6%
SNBOSD
2347
Security National Bank of So Dak
Iowa
$313K +$342K +7,584 New
IFS
2348
Ifrah Financial Services
Arkansas
$312K – – –
PI
2349
Pettee Investors
Connecticut
$312K – – –
WCG
2350
Weaver Consulting Group
California
$311K -$9.75K -216 -3%
92 93
94
95 96