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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFG
2576
Kelly Financial Group
Connecticut
$360K – – –
KA
2577
Kozak & Associates
Colorado
$360K +$1.77K +42 +0.6%
HBT
2578
Hills Bank & Trust
Iowa
$359K -$22.6K -537 -7%
ACS
2579
Archford Capital Strategies
Illinois
$359K +$47.7K +1,134 +18%
HAM
2580
Hickory Asset Management
Ohio
$359K +$1.64K +39 +0.5%
BAM
2581
Bellevue Asset Management
Washington
$358K +$168 +4 +0.1%
LPAM
2582
Lodestar Private Asset Management
California
$357K -$6.56K -156 -2%
PWSG
2583
Pacific Wealth Strategies Group
California
$357K +$16.5K +392 +5%
ACP
2584
Arcus Capital Partners
Georgia
$357K +$42 +1 +0%
SG
2585
Sharper & Granite
California
$357K – – –
WWG
2586
West Wealth Group
California
$356K +$56.1K +1,333 +20%
MC
2587
Middleton & Co
Massachusetts
$356K -$10.5K -250 -3%
CAL
2588
Capital Advisors Ltd
Ohio
$356K -$8.08K -192 -2%
TFGT
2589
TS Financial Group (TSFG)
Illinois
$356K +$126 +3 +0%
FFC
2590
Frederick Financial Consultants
Maryland
$356K +$48.3K +1,148 +18%
MWA
2591
Meridian Wealth Advisors
Texas
$355K +$505 +12 +0.2%
IP
2592
Investment Partners
Ohio
$355K -$4.21K -100 -1%
CCM
2593
Chickasaw Capital Management
Tennessee
$355K – – –
SIC
2594
Sterling Investment Counsel
New York
$354K -$19.9K -473 -6%
EMCIP
2595
Ewing Morris & Co Investment Partners
Ontario, Canada
$354K -$816K -19,400 -72%
CCAL
2596
City Center Advisors LLC
Michigan
$354K -$155K -3,689 -33%
WCG
2597
Weaver Consulting Group
California
$353K +$968 +23 +0.3%
AWM
2598
Ameliora Wealth Management
Switzerland
$353K -$18.3K -435 -6%
TCA
2599
Trifecta Capital Advisors
Illinois
$352K +$301K +7,151 +2,572%
PCM
2600
Payne Capital Management
New York
$351K -$10.1K -240 -3%
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