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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
2476
Iconiq Capital
California
$280K +$270K +7,045 New
WCWM
2477
Willow Creek Wealth Management
California
$280K +$1.23K +32 +0.5%
FCG
2478
Fielder Capital Group
Tennessee
$280K +$34.4K +897 +15%
DCM
2479
Donaldson Capital Management
Indiana
$280K -$3.79K -99 -1%
ACP
2480
Arcus Capital Partners
Georgia
$280K +$19.7K +515 +8%
PCM
2481
Pennsylvania Capital Management
Pennsylvania
$279K – – –
PWP
2482
Perfromance Wealth Partners
Illinois
$279K +$268K +7,006 New
BFIM
2483
Beese Fulmer Investment Management
Ohio
$278K -$15.3K -400 -5%
WCA
2484
Waypoint Capital Advisors
Minnesota
$278K +$268K +6,999 New
LJCM
2485
Lee Johnson Capital Management
Texas
$278K – – –
SCM
2486
Spreng Capital Management
Ohio
$277K -$24.9K -650 -9%
MHWM
2487
Montz Harcus Wealth Management
Louisiana
$276K -$537 -14 -0.2%
EL
2488
EWA LLC
Pennsylvania
$275K +$248K +6,482 New
BC
2489
Brio Consultants
California
$275K +$12.6K +328 +5%
CA
2490
CGN Advisors
Kansas
$275K -$63.6K -1,659 -19%
FC
2491
Fairscale Capital
New Hampshire
$273K +$237K +6,195 New
RCM
2492
Radnor Capital Management
Pennsylvania
$273K – – –
TFGT
2493
TS Financial Group (TSFG)
Illinois
$273K +$575 +15 +0.2%
ACA
2494
Ackerman Capital Advisors
Texas
$273K -$5.71K -149 -2%
TC
2495
Tacita Capital
Ontario, Canada
$272K – – –
TFA
2496
Tranquilli Financial Advisor
New Jersey
$271K +$8.89K +232 +4%
MPCL
2497
My Personal CFO LLC
Washington
$271K -$10.7K -278 -4%
GA
2498
Goldstein Advisors
Wisconsin
$271K +$7.13K +186 +3%
IFO
2499
Independent Family Office
New York
$271K -$15.5K -404 -6%
LC
2500
Lincoln Capital
Nebraska
$271K -$5.75K -150 -2%
98 99
100
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