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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
2626
Tarbox Family Office
California
$214K +$193K +5,635 New
WWC
2627
Waypoint Wealth Counsel
Georgia
$213K +$193K +5,621 New
CWG
2628
Crown Wealth Group
North Carolina
$213K +$193K +5,616 New
FCM
2629
Firestone Capital Management
Florida
$213K +$193K +5,609 New
TDC
2630
Thompson Davis & Co
Virginia
$212K +$192K +5,600 New
RB
2631
Renasant Bank
Mississippi
$212K +$192K +5,595 New
WTA
2632
Washington Trust Advisors
Massachusetts
$212K +$206 +6 +0.1%
HIGP
2633
Hill Investment Group Partners
Missouri
$212K +$192K +5,593 New
WA
2634
Waterford Advisors
New York
$212K +$192K +5,593 New
PHAM
2635
Palisades Hudson Asset Management
Florida
$212K +$192K +5,582 New
LC
2636
Lavaca Capital
Texas
$211K +$191K +5,574 New
SGC
2637
Slocum, Gordon & Co
Rhode Island
$211K – – –
SR
2638
Syntax Research
Florida
$211K +$14K +409 +8%
SCM
2639
SKBA Capital Management
California
$210K -$65.2K -1,900 -26%
WAM
2640
Werlinich Asset Management
Connecticut
$210K +$191K +5,565 New
CFO
2641
CVA Family Office
Colorado
$210K +$755 +22 +0.4%
PF
2642
Prosperitas Financial
California
$210K -$34.5K -1,004 -15%
LAS
2643
Lloyd Advisory Services
Georgia
$209K +$189K +5,510 New
AT
2644
Arden Trust
Delaware
$209K -$32.9K -959 -15%
SC
2645
Seldon Capital
California
$209K +$189K +5,502 New
MAM
2646
Marotta Asset Management
Virginia
$209K -$26.3K -765 -12%
ECM
2647
Elgethun Capital Management
South Dakota
$208K +$137 +4 +0.1%
DAL
2648
Delta Accumulation LLC
California
$208K +$1.34K +39 +0.7%
FGG
2649
Financial Guidance Group
Florida
$208K +$188K +5,485 New
HW
2650
Hamilton Wealth
California
$208K -$71.3K -2,077 -27%
104 105
106
107 108