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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
2576
Cascade Investment Group
Colorado
$242K -$76.6K -2,000 -25%
CPW
2577
Cove Private Wealth
New York
$242K – – –
SCA
2578
Southern Capital Advisors
Tennessee
$242K -$10.7K -279 -4%
PAI
2579
Pittenger & Anderson Inc
Nebraska
$241K -$6.44K -168 -3%
SWIG
2580
Strategic Wealth Investment Group
Kentucky
$240K +$230K +6,010 New
VBFG
2581
Vishria Bird Financial Group
Tennessee
$240K -$5.94K -155 -2%
AP
2582
Adero Partners
California
$240K +$231K +6,031 New
DM
2583
Deerfield Management
New York
$240K +$231K +6,029 New
HPM
2584
Hoxton Planning & Management
West Virginia
$240K -$16.1K -419 -7%
AAIM
2585
Asset Advisors Investment Management
Georgia
$239K +$230K +6,001 New
PCM
2586
Palisade Capital Management
New Jersey
$239K – – –
FCM
2587
Firestone Capital Management
Florida
$239K +$14.9K +388 +7%
RWA
2588
Rooted Wealth Advisors
Illinois
$238K +$212K +5,540 New
DWA
2589
Douglass Winthrop Advisors
New York
$238K -$106K -2,768 -32%
MIM
2590
Moseley Investment Management
Florida
$237K +$460 +12 +0.2%
DOA
2591
D'Orazio & Associates
Virginia
$237K +$229K +5,965 New
AWM
2592
Abound Wealth Management
Tennessee
$237K -$575 -15 -0.3%
FWA
2593
FSM Wealth Advisors
Ohio
$236K +$9.2K +240 +4%
CNWM
2594
Clay Northam Wealth Management
California
$236K – – –
PHS
2595
Pekin Hardy Strauss
Illinois
$235K -$135K -3,535 -37%
DP
2596
DDD Partners
Washington
$235K -$13.5K -353 -6%
MCM
2597
Monument Capital Management
Virginia
$235K +$226K +5,908 New
PMFA
2598
Plante Moran Financial Advisors
Michigan
$235K +$66.3K +1,729 +41%
IFAM
2599
Institutional & Family Asset Management
Colorado
$235K +$107K +2,786 +89%
VBFP
2600
Valtinson Bruner Financial Planning
Minnesota
$235K +$115 +3 +0.1%
102 103
104
105 106