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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
2576
MPS Loria Financial Planners
Illinois
$205K +$177K +6,090 New
SFC
2577
Swisher Financial Concepts
Ohio
$205K +$186K +6,394 New
AIM
2578
Alhambra Investment Management
Florida
$205K +$177K +6,087 New
EWM
2579
Elevatus Welath Management
New York
$205K +$177K +6,080 New
TPW
2580
TL Private Wealth
Texas
$205K +$177K +6,076 New
CPW
2581
Cove Private Wealth
New York
$205K +$177K +6,075 New
SFG
2582
Sunburst Financial Group
Alabama
$204K +$176K +6,059 New
MF
2583
Meridian Financial
Massachusetts
$204K +$176K +6,049 New
FCG
2584
Fielder Capital Group
Tennessee
$203K +$176K +6,036 New
VBFG
2585
Vishria Bird Financial Group
Tennessee
$203K +$175K +6,024 New
SFG
2586
StrategIQ Financial Group
Indiana
$203K +$175K +6,024 New
TRIA
2587
Trail Ridge Investment Advisors
Colorado
$202K +$175K +6,012 New
BPCA
2588
Bank Pictet & Cie (Asia)
Singapore
$202K +$175K +6,000 New
ICA
2589
Infrastructure Capital Advisors
New York
$202K +$175K +6,000 New
PCM
2590
Palisade Capital Management
New Jersey
$202K +$175K +6,000 New
GCP
2591
GSA Capital Partners
United Kingdom
$202K +$175K +6,013 New
NPF
2592
Norris Perne & French
Michigan
$202K +$174K +5,992 New
PMFA
2593
Plante Moran Financial Advisors
Michigan
$201K +$2.91K +100 +2%
OPCM
2594
Osborne Partners Capital Management
California
$201K +$173K +5,955 New
HTIM
2595
Harbour Trust & Investment Management
Indiana
$200K +$173K +5,953 New
AIM
2596
AHL Investment Management
Florida
$200K +$173K +5,952 New
DC
2597
Diametric Capital
Massachusetts
$200K +$173K +5,952 New
AWM
2598
Abound Wealth Management
Tennessee
$200K -$1.57K -54 -0.9%
MSE
2599
MUFG Securities EMEA
United Kingdom
$196K -$99.6K -3,422 -37%
JAM
2600
JCIC Asset Management
Ontario, Canada
$196K -$5.71K -196 -3%
102 103
104
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