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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2651
Fiducient Advisors
Illinois
$295K +$315K +7,076 New
WAL
2652
W Advisors LLC
Tennessee
$295K +$6.91K +155 +2%
PCFFS
2653
Pacific Center for Financial Services
California
$294K +$223 +5 +0.1%
PCM
2654
Pennsylvania Capital Management
Pennsylvania
$294K -$15.9K -357 -5%
HPM
2655
Hoxton Planning & Management
West Virginia
$293K +$1.25K +28 +0.4%
TFIPS
2656
Towarzystwo Funduszy Inwestycyjnych PZU SA
$292K – – –
LJCM
2657
Lee Johnson Capital Management
Texas
$291K – – –
CFO
2658
Collective Family Office
Pennsylvania
$291K -$20.8K -466 -6%
BWA
2659
Burt Wealth Advisors
Maryland
$291K -$35.3K -792 -10%
PWA
2660
Physician Wealth Advisors
Utah
$291K – – –
OHIS
2661
Oak Harvest Investment Services
Texas
$291K +$5.7K +128 +2%
SL
2662
Salomon & Ludwin
Virginia
$290K -$15K -337 -5%
MHWM
2663
Montz Harcus Wealth Management
Louisiana
$290K +$6.55K +147 +2%
WG
2664
Wealth Group
North Carolina
$290K -$20.9K -469 -6%
BAM
2665
Byrne Asset Management
New Jersey
$290K +$310K +6,946 New
FAT
2666
First American Trust
California
$289K -$176K -3,959 -36%
WWM
2667
Wolff Wiese Magana
California
$288K +$6.24K +140 +2%
TCB
2668
Texas Capital Bancshares
Texas
$288K -$14.6K -327 -5%
AAS
2669
AdviceOne Advisory Services
Connecticut
$288K +$1.43K +32 +0.5%
MGWM
2670
Marks Group Wealth Management
Minnesota
$288K – – –
BSB
2671
Bangor Savings Bank
Maine
$287K -$1.65K -37 -0.5%
EWM
2672
EPG Wealth Management
Georgia
$287K +$713 +16 +0.2%
FBC
2673
Fairfield, Bush & Co
Connecticut
$287K – – –
BCMLT
2674
Beacon Capital Management LLC (Tennessee)
Tennessee
$287K +$13.7K +307 +5%
CPW
2675
Cove Private Wealth
New York
$287K +$10.8K +243 +4%
105 106
107
108 109