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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
2351
Newbridge Financial Services Group
Florida
$475K +$185K +4,391 +78%
DLCIG
2352
D.L. Carlson Investment Group
New Hampshire
$474K -$2.99K -71 -0.7%
CCA
2353
Cottonwood Capital Advisors
Utah
$474K -$2.15K -51 -0.5%
NG
2354
Novem Group
New York
$473K +$18.5K +440 +5%
RWI
2355
Red Wave Investments
Pennsylvania
$473K – – –
GG
2356
Greenwood Gearhart
Arkansas
$473K -$30.2K -719 -7%
RWS
2357
Resolute Wealth Strategies
Mississippi
$471K -$8.54K -203 -2%
FFA
2358
Fi3 Financial Advisors
Indiana
$471K -$126 -3 -0%
JCM
2359
Jacobsen Capital Management
Utah
$470K +$22.6K +538 +6%
CWA
2360
Consilium Wealth Advisory
Texas
$470K – – –
DIP
2361
DT Investment Partners
Pennsylvania
$469K -$4.21K -100 -1%
SSW
2362
Stone Summit Wealth
Florida
$468K – – –
ACA
2363
Affinity Capital Advisors
California
$467K +$16.8K +400 +4%
CWM
2364
Centurion Wealth Management
Virginia
$467K +$9.47K +225 +2%
MCP
2365
Mirador Capital Partners
California
$467K +$65.2K +1,550 +19%
ICP
2366
Impact Capital Partners
Colorado
$466K +$10.6K +252 +3%
TWM
2367
Triton Wealth Management
Arizona
$466K +$405K +9,626 New
RMP
2368
Richards, Merrill & Peterson
Washington
$465K -$25.2K -600 -6%
AWMG
2369
Alliance Wealth Management Group
New Jersey
$465K – – –
BWFA
2370
Baltimore-Washington Financial Advisors
Maryland
$464K -$6.65K -158 -2%
PAG
2371
Powers Advisory Group
Illinois
$464K +$28.1K +668 +7%
FPCP
2372
Fort Point Capital Partners
California
$463K +$63.8K +1,517 +18%
TCM
2373
Tradewinds Capital Management
Washington
$463K +$42 +1 +0%
SFC
2374
SYM Financial Corp
Indiana
$461K -$270K -6,417 -40%
BAM
2375
BOS Asset Management
Illinois
$461K +$168 +4 +0%
93 94
95
96 97