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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
2601
Blue Barn Wealth
Utah
$333K +$16.7K +379 +5%
HFS
2602
Howard Financial Services
Texas
$333K +$34.9K +794 +12%
HBT
2603
Hills Bank & Trust
Iowa
$333K -$8.58K -195 -3%
BWM
2604
BNC Wealth Management
Oregon
$333K -$4.75K -108 -1%
PI
2605
Pettee Investors
Connecticut
$333K – – –
SAM
2606
Strategy Asset Managers
California
$333K +$132 +3 +0%
BAM
2607
Bellevue Asset Management
Washington
$333K +$44 +1 +0%
BA
2608
Bristlecone Advisors
Washington
$331K +$264 +6 +0.1%
CA
2609
CGN Advisors
Kansas
$331K +$19K +431 +6%
FBT
2610
First Bank & Trust
South Dakota
$331K +$20.1K +458 +6%
FIA
2611
FNY Investment Advisers
New York
$331K +$314K +7,140 +1,785%
GA
2612
Goldstein Advisors
Wisconsin
$330K +$38.9K +885 +13%
CCM
2613
Chickasaw Capital Management
Tennessee
$330K – – –
BWM
2614
BCS Wealth Management
Tennessee
$330K +$792 +18 +0.2%
FWP
2615
Forefront Wealth Partners
Texas
$330K +$330K +7,505 New
BMCM
2616
Black Maple Capital Management
Wisconsin
$330K -$304K -6,900 -48%
BSA
2617
Bull Street Advisors
Georgia
$329K – – –
LCM
2618
Logan Capital Management
Pennsylvania
$329K +$3.56K +81 +1%
PCM
2619
Payne Capital Management
New York
$327K +$328K +7,447 New
CFO
2620
Collective Family Office
Pennsylvania
$327K -$7.88K -179 -2%
MCM
2621
Monument Capital Management
Virginia
$327K +$49.5K +1,126 +18%
CWM
2622
Centric Wealth Management
Illinois
$326K -$39.5K -897 -11%
HFAS
2623
Hummer Financial Advisory Services
Illinois
$326K – – –
WG
2624
Wealth Group
North Carolina
$326K +$3.3K +75 +1%
WWC
2625
Waypoint Wealth Counsel
Georgia
$326K +$32.9K +747 +11%
103 104
105
106 107