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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
2626
Crown Wealth Group
North Carolina
$213K +$193K +5,616 New
FCM
2627
Firestone Capital Management
Florida
$213K +$193K +5,609 New
TDC
2628
Thompson Davis & Co
Virginia
$212K +$192K +5,600 New
RB
2629
Renasant Bank
Mississippi
$212K +$192K +5,595 New
WTA
2630
Washington Trust Advisors
Massachusetts
$212K +$206 +6 +0.1%
HIGP
2631
Hill Investment Group Partners
Missouri
$212K +$192K +5,593 New
WA
2632
Waterford Advisors
New York
$212K +$192K +5,593 New
PHAM
2633
Palisades Hudson Asset Management
Florida
$212K +$192K +5,582 New
LC
2634
Lavaca Capital
Texas
$211K +$191K +5,574 New
SGC
2635
Slocum, Gordon & Co
Rhode Island
$211K – – –
SR
2636
Syntax Research
Florida
$211K +$14K +409 +8%
SCM
2637
SKBA Capital Management
California
$210K -$65.2K -1,900 -26%
WAM
2638
Werlinich Asset Management
Connecticut
$210K +$191K +5,565 New
CFO
2639
CVA Family Office
Colorado
$210K +$755 +22 +0.4%
PF
2640
Prosperitas Financial
California
$210K -$34.5K -1,004 -15%
LAS
2641
Lloyd Advisory Services
Georgia
$209K +$189K +5,510 New
AT
2642
Arden Trust
Delaware
$209K -$32.9K -959 -15%
SC
2643
Seldon Capital
California
$209K +$189K +5,502 New
MAM
2644
Marotta Asset Management
Virginia
$209K -$26.3K -765 -12%
ECM
2645
Elgethun Capital Management
South Dakota
$208K +$137 +4 +0.1%
DAL
2646
Delta Accumulation LLC
California
$208K +$1.34K +39 +0.7%
FGG
2647
Financial Guidance Group
Florida
$208K +$188K +5,485 New
HW
2648
Hamilton Wealth
California
$208K -$71.3K -2,077 -27%
NCM
2649
Narwhal Capital Management
Georgia
$208K -$103K -3,006 -35%
SFWC
2650
Strategic Family Wealth Counselors
New Jersey
$207K +$188K +5,465 New
104 105
106
107 108