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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2676
Alpha Financial Advisors
North Carolina
$213K – – –
JHP
2677
James Hambro & Partners
United Kingdom
$213K – – –
NIM
2678
Nexus Investment Management
Ontario, Canada
$213K – – –
KAM
2679
KEB Asset Management
Illinois
$213K +$205K +5,350 New
MAG
2680
MRA Advisory Group
New Jersey
$213K +$205K +5,349 New
LRPA
2681
L. Roy Papp & Associates
Arizona
$212K – – –
GFA
2682
Gallagher Fiduciary Advisors
Illinois
$212K +$204K +5,324 New
SWM
2683
Segment Wealth Management
Texas
$212K -$13.8K -359 -6%
GWA
2684
Gibson Wealth Advisors
Texas
$212K – – –
WA
2685
Waterford Advisors
New York
$211K -$10.7K -280 -5%
OSNBOA
2686
Old Second National Bank of Aurora
Illinois
$211K +$9.96K +260 +5%
RFG
2687
RFP Financial Group
Georgia
$210K +$28.4K +740 +16%
SCM
2688
Stevens Capital Management
Pennsylvania
$210K +$203K +5,284 New
LAM
2689
Lifestyle Asset Management
Texas
$209K -$27.1K -708 -12%
PBK
2690
Peoples Bank (Kansas)
Kansas
$209K – – –
GSIS
2691
Global Strategic Investment Solutions
Arizona
$208K +$201K +5,238 New
KWMG
2692
King Wealth Management Group
Florida
$208K -$115K -3,000 -36%
1CM
2693
1492 Capital Management
Wisconsin
$208K +$200K +5,228 New
EAMA
2694
EFG Asset Management (Americas)
Florida
$207K +$200K +5,207 New
RA
2695
Regis Acquisition
Colorado
$207K +$199K +5,200 New
AWA
2696
Alaska Wealth Advisors
Alaska
$206K -$46.1K -1,203 -19%
PCMC
2697
Private Capital Management (Colorado)
Colorado
$206K +$198K +5,175 New
VBWMG
2698
Von Berge Wealth Management Group
California
$205K +$197K +5,134 New
CFO
2699
CVA Family Office
Colorado
$205K -$14.3K -372 -7%
PWM
2700
Purus Wealth Management
California
$205K +$198K +5,158 New
106 107
108
109 110