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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMNJ
2551
NorthStar Asset Management (New Jersey)
New Jersey
$270K +$1.28K +32 +0.5%
OHIS
2552
Oak Harvest Investment Services
Texas
$270K -$53.1K -1,325 -16%
HFS
2553
Howard Financial Services
Texas
$269K +$601 +15 +0.2%
FA
2554
Fermata Advisors
California
$269K +$14.6K +364 +6%
BSB
2555
Bangor Savings Bank
Maine
$269K – – –
WAL
2556
W Advisors LLC
Tennessee
$268K +$11.2K +279 +4%
WWM
2557
Wolff Wiese Magana
California
$268K +$6.97K +174 +3%
NF
2558
Nvest Financial
New Hampshire
$268K +$200 +5 +0.1%
TFA
2559
Tranquilli Financial Advisor
New Jersey
$268K -$1.52K -38 -0.6%
PA
2560
PSI Advisors
Florida
$267K -$50.1K -1,250 -16%
WCA
2561
Waypoint Capital Advisors
Minnesota
$266K -$11.4K -285 -4%
CC
2562
Constitution Capital
Connecticut
$266K -$76.1K -1,900 -22%
COCM
2563
Charter Oak Capital Management
New Hampshire
$266K +$50.9K +1,271 +23%
DWP
2564
Destiny Wealth Partners
Florida
$266K +$14K +349 +5%
TRIA
2565
Trail Ridge Investment Advisors
Colorado
$266K – – –
WWC
2566
Waypoint Wealth Counsel
Georgia
$265K +$39.8K +993 +17%
GA
2567
Goldstein Advisors
Wisconsin
$263K -$7.45K -186 -3%
GL
2568
Gerber LLC
Ohio
$263K -$1.8K -45 -0.7%
BC
2569
Brio Consultants
California
$263K -$11.5K -288 -4%
GGS
2570
Galvin Gaustad & Stein
Arizona
$262K -$20K -500 -7%
TCM
2571
Triumph Capital Management
Colorado
$261K +$264K +6,576 New
WMA
2572
West Michigan Advisors
Michigan
$260K -$1.72K -43 -0.7%
HAIM
2573
Hunter Associates Investment Management
Pennsylvania
$260K – – –
FFA
2574
Fragasso Financial Advisors
Pennsylvania
$260K -$44.3K -1,105 -14%
ACP
2575
Arcus Capital Partners
Georgia
$259K -$19.7K -492 -7%
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103
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