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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
2551
Investment Advisory Group
Massachusetts
$326K +$3.12K +70 +0.9%
CL
2552
CLG LLC
California
$325K +$446 +10 +0.1%
CBT
2553
CoreFirst Bank & Trust
Kansas
$325K – – –
MWA
2554
Medallion Wealth Advisors
Connecticut
$325K +$59.6K +1,338 +21%
WFA
2555
Websterrogers Financial Advisors
South Carolina
$325K – – –
SFS
2556
Summit Financial Strategies
Ohio
$324K – – –
WWC
2557
Waypoint Wealth Counsel
Georgia
$324K +$16K +359 +5%
MC
2558
Middleton & Co
Massachusetts
$324K -$148K -3,327 -30%
TA
2559
Townsend & Associates
Colorado
$324K – – –
NQWM
2560
Northwest Quadrant Wealth Management
Oregon
$323K -$16.8K -377 -5%
SFG
2561
SNS Financial Group
Minnesota
$323K +$4.54K +102 +1%
CAL
2562
Capital Advisors Ltd
Ohio
$322K -$3.12K -70 -0.9%
FCG
2563
Fielder Capital Group
Tennessee
$322K +$34.9K +784 +11%
CTI
2564
Community Trust & Investment
Kentucky
$322K -$15.2K -342 -4%
LPAM
2565
Lodestar Private Asset Management
California
$322K +$713 +16 +0.2%
TWM
2566
TriaGen Wealth Management
California
$321K – – –
NIM
2567
Nexus Investment Management
Ontario, Canada
$321K – – –
HFS
2568
Howard Financial Services
Texas
$321K +$4.63K +104 +1%
WIM
2569
Warwick Investment Management
Texas
$321K -$39.2K -879 -10%
RFM
2570
Royal Fund Management
Florida
$320K -$1.51K -34 -0.4%
DWAM
2571
Duncan Williams Asset Management
Tennessee
$320K -$2.32K -52 -0.7%
PCM
2572
Payne Capital Management
New York
$320K +$9.71K +218 +3%
WCP
2573
Wealthcare Capital Partners
Pennsylvania
$320K +$16.2K +364 +5%
CWP
2574
CFM Wealth Partners
Texas
$318K -$20.3K -455 -6%
GA
2575
Goldstein Advisors
Wisconsin
$318K +$4.54K +102 +1%
101 102
103
104 105