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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
2501
Kraematon Investment Advisors
Massachusetts
$289K -$74.7K -1,865 -20%
HWA
2502
Heartwood Wealth Advisors
Virginia
$289K -$110K -2,743 -27%
WTFG
2503
Wells Trecaso Financial Group
Ohio
$288K +$240 +6 +0.1%
PCM
2504
Pennsylvania Capital Management
Pennsylvania
$288K +$9.02K +225 +3%
B
2505
Barings
North Carolina
$287K +$290K +7,245 New
TFGT
2506
TS Financial Group (TSFG)
Illinois
$287K +$13.9K +346 +5%
SL
2507
Sentry LLC
Tennessee
$287K – – –
NWM
2508
Northcape Wealth Management
New York
$287K – – –
MFA
2509
Morling Financial Advisors
California
$287K +$160 +4 +0.1%
BBW
2510
Blue Barn Wealth
Utah
$286K -$44.8K -1,119 -13%
SPI
2511
Sutton Place Investors
New York
$285K +$22K +550 +8%
FA
2512
Fountainhead AM
New Jersey
$285K -$23K -574 -7%
4WM
2513
49 Wealth Management
Texas
$285K +$288K +7,178 New
WFS
2514
Widmann Financial Services
Maryland
$285K -$18.8K -470 -6%
IWP
2515
Invenio Wealth Partners
Florida
$285K -$46.4K -1,157 -14%
APWA
2516
Atlas Private Wealth Advisors
New Jersey
$284K – – –
ASG
2517
Ariston Services Group
California
$284K -$160K -3,990 -36%
CTFG
2518
Capstone Triton Financial Group
Oklahoma
$283K -$15.9K -397 -5%
DWA
2519
Douglass Winthrop Advisors
New York
$282K +$45.8K +1,144 +19%
AIA
2520
Acute Investment Advisory
Arizona
$282K – – –
CA
2521
CGN Advisors
Kansas
$282K +$8.06K +201 +3%
DCM
2522
Donaldson Capital Management
Indiana
$282K +$2.69K +67 +1%
PAG
2523
Paladin Advisory Group
Iowa
$282K – – –
WCG
2524
Weaver Consulting Group
California
$281K -$5.33K -133 -2%
FWA
2525
FSM Wealth Advisors
Ohio
$281K +$45.3K +1,131 +19%
99 100
101
102 103