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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
2451
JCIC Asset Management
Ontario, Canada
$216K -$2.76K -80 -1%
CW
2452
CIC Wealth
Maryland
$215K +$224K +6,496 New
SOS
2453
Silver Oak Securities
Tennessee
$215K -$5.37K -156 -2%
AWM
2454
Aspire Wealth Management
Massachusetts
$215K -$28.5K -827 -11%
RPG
2455
Resource Planning Group
Georgia
$215K +$224K +6,491 New
AMM
2456
American Money Management
California
$215K +$223K +6,487 New
CCM
2457
Chiron Capital Management
Florida
$215K -$22.7K -660 -9%
ACP
2458
Arcus Capital Partners
Georgia
$214K +$223K +6,471 New
UWM
2459
USAdvisors Wealth Management
Minnesota
$214K +$223K +6,473 New
AWM
2460
Affinity Wealth Management
Delaware
$214K -$16.2K -470 -7%
PAM
2461
Peak Asset Management
Colorado
$213K +$221K +6,430 New
AWA
2462
AmeriServ Wealth Advisors
Pennsylvania
$213K +$221K +6,430 New
SCA
2463
Scott Capital Advisors
Oregon
$211K +$220K +6,382 New
JSC
2464
Jackson Square Capital
California
$211K +$220K +6,379 New
PCI
2465
Planning Center Inc
Illinois
$211K +$219K +6,366 New
MWP
2466
Meridian Wealth Partners
Pennsylvania
$211K +$219K +6,356 New
HCM
2467
Hengehold Capital Management
Ohio
$210K +$219K +6,355 New
CC
2468
Corton Capital
Ontario, Canada
$210K +$219K +6,350 New
MTC
2469
McDaniel Terry & Co
Texas
$210K +$218K +6,342 New
PAS
2470
Professional Advisory Services
Florida
$210K +$218K +6,342 New
MWM
2471
Mattern Wealth Management
Kansas
$210K +$218K +6,336 New
RRWA
2472
Rainey & Randall Wealth Advisors
Florida
$210K +$218K +6,332 New
PIA
2473
Powell Investment Advisors
Florida
$210K – – –
CFG
2474
Cooper Financial Group
California
$209K +$217K +6,306 New
WFA
2475
Wellspring Financial Advisors
Ohio
$209K +$217K +6,300 New
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