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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2401
Powers Advisory Group
Illinois
$576K +$1.6K +30 +0.3%
EWM
2402
Elevation Wealth Management
Minnesota
$575K +$57.6K +1,083 +12%
SEP
2403
Southland Equity Partners
Missouri
$574K +$32.9K +618 +7%
JTWM
2404
Jackson Thornton Wealth Management
Alabama
$574K +$116K +2,177 +28%
HR
2405
Hardy Reed
Mississippi
$574K +$108K +2,039 +25%
TW
2406
Tempo Wealth
Ohio
$574K +$152K +2,853 +40%
1C
2407
111 Capital
France
$571K -$469K -8,811 -47%
PI
2408
Parkside Investments
Illinois
$570K +$1.05M +19,780 +98%
BWM
2409
BlackDiamond Wealth Management
New York
$568K +$21.2K +398 +5%
SAMT
2410
Select Asset Management & Trust
Pennsylvania
$568K -$12.1K -228 -2%
TC
2411
TwinBeech Capital
New York
$568K +$798 +15 +0.2%
FHC
2412
First Heartland Consultants
Missouri
$568K +$74K +1,391 +16%
RCI
2413
RS Crum Inc
California
$565K +$47.7K +897 +10%
ARG
2414
Advisory Resource Group
Oklahoma
$565K +$1.92K +36 +0.4%
GPA
2415
Guidance Point Advisors
Massachusetts
$565K -$12.7K -238 -2%
WWG
2416
West Wealth Group
California
$565K +$32K +602 +6%
LWM
2417
LeConte Wealth Management
Tennessee
$564K +$50.4K +948 +11%
BP
2418
BNP Paribas
France
$563K +$24.8K +466 +5%
DTC
2419
Davidson Trust Company
Washington
$562K -$2.92K -55 -0.6%
OA
2420
Oxbow Advisors
Texas
$562K +$68.2K +1,283 +15%
DBFM
2421
Dickmeyer Boyce Financial Management
Indiana
$562K +$745 +14 +0.1%
LWP
2422
LMG Wealth Partners
Louisiana
$561K -$87.6K -1,648 -14%
USB
2423
Union Savings Bank
Connecticut
$560K – – –
SWASL
2424
Spartan Wealth Advisory Services LLC
Michigan
$559K -$255K -4,798 -33%
SIAG
2425
Signet Investment Advisory Group
Rhode Island
$559K -$18.6K -350 -3%
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