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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2526
Madrona Financial Services
Washington
$260K +$2.87K +75 +1%
HAIM
2527
Hunter Associates Investment Management
Pennsylvania
$260K – – –
TSMHT
2528
Thurston Springer Miller Herd & Titak
Indiana
$259K -$2.61M -68,128 -91%
BSG
2529
Black Swift Group
Colorado
$259K +$249K +6,500 New
WAL
2530
W Advisors LLC
Tennessee
$258K +$2.22K +58 +0.9%
RCM
2531
Rain Capital Management
Oregon
$257K +$1.11K +29 +0.5%
AMM
2532
American Money Management
California
$257K +$728 +19 +0.3%
EP
2533
Edgestream Partners
New Jersey
$257K +$247K +6,453 New
MSG
2534
Main Street Group
Virginia
$256K -$224K -5,857 -48%
TWP
2535
Triad Wealth Partners
Kansas
$256K +$19.4K +507 +9%
PAM
2536
Peak Asset Management
Colorado
$256K – – –
VAMG
2537
Voisard Asset Management Group
Michigan
$255K +$77.3K +2,018 +46%
FA
2538
Fermata Advisors
California
$255K +$27.8K +726 +13%
AIM
2539
Alhambra Investment Management
Florida
$253K +$2.3K +60 +1%
PIA
2540
Powell Investment Advisors
Florida
$253K +$1.26K +33 +0.5%
DWP
2541
Destiny Wealth Partners
Florida
$252K +$1.42K +37 +0.6%
NWM
2542
Northwest Wealth Management
Iowa
$252K +$4.14K +108 +2%
SCA
2543
Scott Capital Advisors
Oregon
$252K +$1.11K +29 +0.5%
CCA
2544
Cora Capital Advisors
New Jersey
$252K +$77 +2 +0%
MPCG
2545
Matrix Private Capital Group
New York
$251K +$8.74K +228 +4%
MAA
2546
Matrix Asset Advisors
New York
$251K -$31K -810 -11%
AC
2547
AIFG Consultants
New York
$251K +$241K +6,301 New
RCWM
2548
Royal Capital Wealth Management
Indiana
$250K +$498 +13 +0.2%
NJBEST
2549
New Jersey Better Educational Savings Trust
New Jersey
$250K -$286K -7,456 -54%
GAM
2550
Gould Asset Management
California
$250K -$15.3K -400 -6%
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