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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
2476
Bull Street Advisors
Georgia
$297K – – –
BWM
2477
BCS Wealth Management
Tennessee
$297K +$7.05K +176 +2%
NQWM
2478
Northwest Quadrant Wealth Management
Oregon
$297K +$681 +17 +0.2%
VC
2479
Veery Capital
Delaware
$295K -$3.29K -82 -1%
TCB
2480
Texas Capital Bancshares
Texas
$295K -$842 -21 -0.3%
LC
2481
Lincoln Capital
Nebraska
$295K +$25.1K +627 +9%
FI
2482
Financial Insights
Washington
$295K -$28.9K -721 -9%
WCFA
2483
Walkner Condon Financial Advisors
Wisconsin
$295K -$11.6K -290 -4%
MPCA
2484
Madison Park Capital Advisors
Washington
$295K +$120 +3 +0%
HFAS
2485
Hummer Financial Advisory Services
Illinois
$295K – – –
PCM
2486
Penserra Capital Management
California
$294K -$7.54K -188 -2%
GPA
2487
Guerra Pan Advisors
New Jersey
$294K – – –
LCM
2488
Logan Capital Management
Pennsylvania
$294K +$1.68K +42 +0.6%
BWA
2489
Bordeaux Wealth Advisors
California
$293K +$296K +7,392 New
GFA
2490
Gallagher Fiduciary Advisors
Illinois
$293K +$82.7K +2,063 +39%
WWS
2491
Wellington Wealth Strategies
Indiana
$293K +$281K +6,999 New
AWM
2492
Allen Wealth Management
North Carolina
$292K – – –
SL
2493
Salomon & Ludwin
Virginia
$292K -$94.5K -2,357 -24%
AC
2494
Annandale Capital
Texas
$292K +$40 +1 +0%
WG
2495
Wealth Group
North Carolina
$292K +$6.33K +158 +2%
NWA
2496
Navis Wealth Advisors
New York
$291K – – –
SIC
2497
Sterling Investment Counsel
New York
$291K +$47.7K +1,191 +19%
SG
2498
Sharper & Granite
California
$290K – – –
LRIA
2499
Leonard Rickey Investment Advisors
Washington
$290K -$18.1K -451 -6%
MWM
2500
Maltin Wealth Management
New Jersey
$290K +$1.64K +41 +0.6%
98 99
100
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