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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
2351
Onyx Bridge Wealth Group
New York
$453K +$20.9K +476 +5%
CM
2352
Cornerstone Management
Georgia
$453K – – –
CPSAC
2353
Chas P. Smith & Associates (CPS)
Florida
$452K -$1.76K -40 -0.4%
HAS
2354
HBW Advisory Services
California
$451K -$136K -3,089 -23%
CFSG
2355
Clark Financial Services Group
Missouri
$449K +$2.29K +52 +0.5%
FP
2356
Fiduciary Planning
Florida
$448K +$449K +10,200 New
CSPIA
2357
Cary Street Partners Investment Advisory
Virginia
$448K -$5.22M -118,644 -92%
BIA
2358
BHK Investment Advisors
Alabama
$447K +$114K +2,590 +34%
AWC
2359
Adamsbrown Wealth Consultants
Kansas
$447K +$2.46K +56 +0.6%
PFA
2360
Pathway Financial Advisors
Vermont
$447K – – –
BSHC
2361
Breed's Hill Capital
Massachusetts
$446K +$139K +3,165 +45%
ECA
2362
Elevated Capital Advisors
Utah
$446K +$102K +2,325 +30%
GAM
2363
Gould Asset Management
California
$446K +$38.1K +865 +9%
CCM
2364
Crabel Capital Management
California
$445K +$445K +10,118 New
SAA
2365
Southeast Asset Advisors
Georgia
$444K +$132 +3 +0%
HA
2366
HC Advisors
Georgia
$444K +$58.9K +1,339 +15%
DLCIG
2367
D.L. Carlson Investment Group
New Hampshire
$444K -$45.3K -1,029 -9%
FG
2368
Foster Group
Iowa
$443K +$5.41K +123 +1%
ASC
2369
Atalanta Sosnoff Capital
New York
$443K -$1.3M -29,647 -75%
CW
2370
Channel Wealth
California
$443K +$15.8K +359 +4%
SAM
2371
Secure Asset Management
Michigan
$442K -$168K -3,825 -28%
CWM
2372
Cherrydale Wealth Management
New Jersey
$441K +$17.6K +399 +4%
ACM
2373
Allred Capital Management
Texas
$440K +$2.55K +58 +0.6%
RWI
2374
Red Wave Investments
Pennsylvania
$439K – – –
OAM
2375
Occidental Asset Management
California
$439K +$8.71K +198 +2%
93 94
95
96 97