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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
2551
Insight Wealth Strategies
California
$327K -$13.8K -309 -4%
ITIM
2552
Indiana Trust & Investment Management
Indiana
$327K – – –
MFA
2553
Morling Financial Advisors
California
$326K +$26.2K +588 +8%
IAG
2554
Investment Advisory Group
Massachusetts
$326K +$3.12K +70 +0.9%
CL
2555
CLG LLC
California
$325K +$446 +10 +0.1%
CBT
2556
CoreFirst Bank & Trust
Kansas
$325K – – –
MWA
2557
Medallion Wealth Advisors
Connecticut
$325K +$59.6K +1,338 +21%
WFA
2558
Websterrogers Financial Advisors
South Carolina
$325K – – –
SFS
2559
Summit Financial Strategies
Ohio
$324K – – –
WWC
2560
Waypoint Wealth Counsel
Georgia
$324K +$16K +359 +5%
MC
2561
Middleton & Co
Massachusetts
$324K -$148K -3,327 -30%
TA
2562
Townsend & Associates
Colorado
$324K – – –
NQWM
2563
Northwest Quadrant Wealth Management
Oregon
$323K -$16.8K -377 -5%
SFG
2564
SNS Financial Group
Minnesota
$323K +$4.54K +102 +1%
CAL
2565
Capital Advisors Ltd
Ohio
$322K -$3.12K -70 -0.9%
FCG
2566
Fielder Capital Group
Tennessee
$322K +$34.9K +784 +11%
CTI
2567
Community Trust & Investment
Kentucky
$322K -$15.2K -342 -4%
LPAM
2568
Lodestar Private Asset Management
California
$322K +$713 +16 +0.2%
TWM
2569
TriaGen Wealth Management
California
$321K – – –
NIM
2570
Nexus Investment Management
Ontario, Canada
$321K – – –
HFS
2571
Howard Financial Services
Texas
$321K +$4.63K +104 +1%
WIM
2572
Warwick Investment Management
Texas
$321K -$39.2K -879 -10%
RFM
2573
Royal Fund Management
Florida
$320K -$1.51K -34 -0.4%
DWAM
2574
Duncan Williams Asset Management
Tennessee
$320K -$2.32K -52 -0.7%
PCM
2575
Payne Capital Management
New York
$320K +$9.71K +218 +3%
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