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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2426
Postrock Partners
Oregon
$407K +$408K +9,271 New
RHAM
2427
Round Hill Asset Management
California
$407K -$76K -1,728 -16%
BSG
2428
Black Swift Group
Colorado
$407K – – –
RIA
2429
Realta Investment Advisors
Delaware
$406K +$237K +5,387 +147%
WP
2430
WealthPLAN Partners
Nebraska
$406K +$21.1K +479 +5%
EL
2431
Essex LLC
Illinois
$405K +$406K +9,221 New
PAG
2432
Powers Advisory Group
Illinois
$405K +$9.28K +211 +2%
CHA
2433
Cooper/Haims Advisors
New York
$405K +$25.4K +578 +7%
RWS
2434
Resolute Wealth Strategies
Mississippi
$405K +$396 +9 +0.1%
CFG
2435
Carr Financial Group
Massachusetts
$405K -$9.11K -207 -2%
TWM
2436
TCFG Wealth Management
California
$403K – – –
ATWA
2437
Arbor Trust Wealth Advisors
Michigan
$403K -$30.1K -683 -7%
ICP
2438
Impact Capital Partners
Colorado
$402K +$402K +9,141 New
NEPPG
2439
New England Professional Planning Group
Rhode Island
$402K -$19.5K -444 -5%
SG
2440
Straightline Group
Michigan
$401K +$402K +9,130 New
CSWG
2441
Cardinal Strategic Wealth Guidance
Kentucky
$401K +$402K +9,130 New
BWA
2442
Blodgett Wealth Advisors
California
$400K +$220 +5 +0.1%
GFG
2443
Greystone Financial Group
Michigan
$400K – – –
HCA
2444
Hyperion Capital Advisors
New York
$399K – – –
BWA
2445
Bordeaux Wealth Advisors
California
$398K +$72.9K +1,656 +22%
JCM
2446
Jacobsen Capital Management
Utah
$397K -$3.08K -70 -0.8%
BWFA
2447
Baltimore-Washington Financial Advisors
Maryland
$397K +$2.73K +62 +0.7%
SEP
2448
Southland Equity Partners
Missouri
$396K +$10.2K +231 +3%
PCMF
2449
Private Capital Management (Florida)
Florida
$396K +$44 +1 +0%
PAG
2450
Poinciana Advisors Group
Florida
$395K +$396K +8,998 New
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98
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