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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ADBIC
2651
A.D. Beadell Investment Counsel
Wisconsin
$234K – – –
LGG
2652
Luts & Greenleigh Group
Maryland
$234K +$6.85K +171 +3%
OR
2653
Olympiad Research
Connecticut
$234K +$236K +5,886 New
AFS
2654
Annapolis Financial Services
Maryland
$234K +$2.2K +55 +0.9%
KFP
2655
Keystone Financial Planning
Ohio
$233K – – –
SCA
2656
Scott Capital Advisors
Oregon
$233K -$9.06K -226 -4%
AIM
2657
Allen Investment Management
New York
$233K – – –
NWAG
2658
Net Worth Advisory Group
Utah
$232K +$234K +5,843 New
IIM
2659
Ironwood Investment Management
Massachusetts
$232K -$29.7K -740 -11%
SWMP
2660
Signature Wealth Management Partners
New Jersey
$232K -$138K -3,435 -37%
CCA
2661
Cora Capital Advisors
New Jersey
$231K -$20.9K -522 -8%
PCM
2662
Passive Capital Management
Maryland
$231K – – –
FNT
2663
First Nebraska Trust
Nebraska
$230K -$2.81K -70 -1%
AIM
2664
AHL Investment Management
Florida
$230K – – –
ARC
2665
Advisor Resource Council
Texas
$229K -$195K -4,858 -46%
DTC
2666
Davidson Trust Company
Washington
$229K +$232K +5,782 New
IWS
2667
Integrity Wealth Solutions
Colorado
$229K +$1K +25 +0.4%
SIA
2668
SGL Investment Advisors
Montana
$229K +$200K +4,985 New
AWM
2669
Abound Wealth Management
Tennessee
$228K -$7.89K -197 -3%
FA
2670
Faithward Advisors
Pennsylvania
$228K +$230K +5,734 New
EC
2671
EdgeRock Capital
Colorado
$227K +$230K +5,732 New
TWM
2672
Tanager Wealth Management
United Kingdom
$227K -$481 -12 -0.2%
VBWMG
2673
Von Berge Wealth Management Group
California
$227K -$5.25K -131 -3%
AWA
2674
Alta Wealth Advisors
Massachusetts
$227K +$229K +5,719 New
PWMG
2675
Private Wealth Management Group
New Jersey
$226K -$80 -2 -0%
105 106
107
108 109