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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GGS
2651
Galvin Gaustad & Stein
Arizona
$356K +$3.32K +68 +1%
NWM
2652
Northwest Wealth Management
Iowa
$356K +$8.63K +177 +3%
WWG
2653
West Wealth Group
California
$356K -$50.7K -1,040 -13%
OHIS
2654
Oak Harvest Investment Services
Texas
$355K +$634 +13 +0.2%
1CP
2655
17 Capital Partners
Arizona
$355K +$976 +20 +0.3%
FCG
2656
Fielder Capital Group
Tennessee
$354K -$19K -389 -5%
TWM
2657
TriaGen Wealth Management
California
$354K -$54.2K -1,112 -14%
BSA
2658
Bull Street Advisors
Georgia
$353K – – –
SL
2659
Sentinus LLC
Illinois
$353K +$40.1K +821 +14%
PI
2660
Pettee Investors
Connecticut
$352K -$24.4K -500 -7%
PCFFS
2661
Pacific Center for Financial Services
California
$352K -$12.2K -250 -4%
CPSAC
2662
Chas P. Smith & Associates (CPS)
Florida
$352K -$132K -2,696 -28%
RCM
2663
Requisite Capital Management
Texas
$351K +$62.2K +1,274 +23%
PFG
2664
Putney Financial Group
California
$351K – – –
IFA
2665
Index Fund Advisors
California
$351K +$332K +6,799 New
IWP
2666
Invenio Wealth Partners
Florida
$351K – – –
FCIM
2667
Fairview Capital Investment Management
California
$350K – – –
AF
2668
Atala Financial
California
$350K – – –
CCWM
2669
Correct Capital Wealth Management
Missouri
$350K +$24.8K +508 +8%
MC
2670
Middleton & Co
Massachusetts
$349K -$36.6K -750 -10%
EIP
2671
Ellis Investment Partners
Pennsylvania
$347K -$15K -308 -4%
ACA
2672
Ackerman Capital Advisors
Texas
$347K – – –
WCWM
2673
Willow Creek Wealth Management
California
$347K – – –
TAM
2674
Townsend Asset Management
North Carolina
$347K -$140K -2,876 -30%
KAM
2675
Kazazian Asset Management
Florida
$346K -$244K -5,000 -43%
105 106
107
108 109