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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWG
2651
West Wealth Group
California
$356K -$50.7K -1,040 -13%
OHIS
2652
Oak Harvest Investment Services
Texas
$355K +$634 +13 +0.2%
1CP
2653
17 Capital Partners
Arizona
$355K +$976 +20 +0.3%
FCG
2654
Fielder Capital Group
Tennessee
$354K -$19K -389 -5%
TWM
2655
TriaGen Wealth Management
California
$354K -$54.2K -1,112 -14%
BSA
2656
Bull Street Advisors
Georgia
$353K – – –
SL
2657
Sentinus LLC
Illinois
$353K +$40.1K +821 +14%
PI
2658
Pettee Investors
Connecticut
$352K -$24.4K -500 -7%
PCFFS
2659
Pacific Center for Financial Services
California
$352K -$12.2K -250 -4%
CPSAC
2660
Chas P. Smith & Associates (CPS)
Florida
$352K -$132K -2,696 -28%
RCM
2661
Requisite Capital Management
Texas
$351K +$62.2K +1,274 +23%
PFG
2662
Putney Financial Group
California
$351K – – –
IFA
2663
Index Fund Advisors
California
$351K +$332K +6,799 New
IWP
2664
Invenio Wealth Partners
Florida
$351K – – –
FCIM
2665
Fairview Capital Investment Management
California
$350K – – –
AF
2666
Atala Financial
California
$350K – – –
CCWM
2667
Correct Capital Wealth Management
Missouri
$350K +$24.8K +508 +8%
MC
2668
Middleton & Co
Massachusetts
$349K -$36.6K -750 -10%
EIP
2669
Ellis Investment Partners
Pennsylvania
$347K -$15K -308 -4%
ACA
2670
Ackerman Capital Advisors
Texas
$347K – – –
WCWM
2671
Willow Creek Wealth Management
California
$347K – – –
TAM
2672
Townsend Asset Management
North Carolina
$347K -$140K -2,876 -30%
KAM
2673
Kazazian Asset Management
Florida
$346K -$244K -5,000 -43%
CCA
2674
Cravens & Co Advisors
Tennessee
$346K – – –
BAM
2675
Byrne Asset Management
New Jersey
$345K +$327K +6,696 New
105 106
107
108 109