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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2351
Meridian Wealth Partners
Pennsylvania
$330K +$22.8K +595 +8%
SP
2352
Successful Portfolios
Florida
$330K -$40.2K -1,050 -11%
KWM
2353
Kolinsky Wealth Management
New Jersey
$329K +$9.43K +246 +3%
GHA
2354
GW Henssler & Associates
Georgia
$329K +$3.76K +98 +1%
NPFS
2355
Novak & Powell Financial Services
Florida
$329K -$230 -6 -0.1%
CA
2356
Centerpoint Advisors
Massachusetts
$329K +$19.2K +502 +6%
FP
2357
Financial Perspectives
Minnesota
$328K +$652 +17 +0.2%
SMH
2358
Sanders Morris Harris
Texas
$326K – – –
VCP
2359
Vista Capital Partners
Oregon
$326K +$11.8K +309 +4%
E3F
2360
Eight 31 Financial
Texas
$326K +$314K +8,189 New
RFG
2361
Range Financial Group
Oregon
$325K +$21.1K +551 +7%
FI
2362
Financial Insights
Washington
$324K -$89.2K -2,328 -22%
AWAU
2363
Alliance Wealth Advisors (Utah)
Utah
$323K +$12.2K +318 +4%
SMA
2364
Seven Mile Advisory
New Jersey
$323K -$154K -4,008 -33%
UBV
2365
United Bank (Virginia)
Virginia
$323K +$3.53K +92 +1%
OHIS
2366
Oak Harvest Investment Services
Texas
$323K +$2.41K +63 +0.8%
BWA
2367
Burt Wealth Advisors
Maryland
$322K -$28.2K -737 -8%
FPCP
2368
Fort Point Capital Partners
California
$321K -$175K -4,562 -36%
SEP
2369
Southland Equity Partners
Missouri
$321K +$2.41K +63 +0.8%
FA
2370
Financial Advisors
Massachusetts
$321K – – –
MGWM
2371
Marks Group Wealth Management
Minnesota
$320K -$24.4K -637 -7%
MCP
2372
Mirador Capital Partners
California
$319K – – –
OPWM
2373
Oxinas Partners Wealth Management
Indiana
$319K -$575 -15 -0.2%
JCM
2374
Jacobsen Capital Management
Utah
$318K +$30.6K +798 +11%
WA
2375
Waddell & Associates
Tennessee
$317K -$13.5K -351 -4%
93 94
95
96 97