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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2676
Saxon Interests
Texas
$226K -$61.2K -1,527 -21%
PIMG
2677
Patriot Investment Management Group
Tennessee
$225K -$34.5K -860 -13%
PCFFS
2678
Pacific Center for Financial Services
California
$225K +$31.5K +786 +16%
AWA
2679
Aletheian Wealth Advisors
Washington
$225K -$833K -20,773 -79%
TFO
2680
Tarbox Family Office
California
$225K +$1.28K +32 +0.6%
AA
2681
Axiom Advisory
California
$224K -$180K -4,499 -45%
SWM
2682
Shelton Wealth Management
Texas
$224K – – –
VCM
2683
Vivaldi Capital Management
Illinois
$223K -$169K -4,225 -43%
CWG
2684
Crown Wealth Group
North Carolina
$223K -$361 -9 -0.2%
PAI
2685
Pittenger & Anderson Inc
Nebraska
$222K -$18.4K -460 -8%
DAL
2686
Delta Accumulation LLC
California
$222K +$2.77K +69 +1%
PHAM
2687
Palisades Hudson Asset Management
Florida
$222K – – –
S4W
2688
Solutions 4 Wealth
Texas
$222K +$281 +7 +0.1%
WAM
2689
Werlinich Asset Management
Connecticut
$222K – – –
SR
2690
Syntax Research
Florida
$221K +$361 +9 +0.2%
CAM
2691
Campion Asset Management
Virginia
$221K -$22.6K -565 -9%
CPA
2692
Cardiff Park Advisors
California
$221K +$761 +19 +0.3%
LC
2693
Lavaca Capital
Texas
$221K – – –
SCM
2694
SKBA Capital Management
California
$220K – – –
ECM
2695
Elgethun Capital Management
South Dakota
$220K +$120 +3 +0.1%
CWA
2696
Clarity Wealth Advisors
California
$219K +$3.05K +76 +1%
WH
2697
Willner & Heller
California
$219K +$1.4K +35 +0.6%
NG
2698
Northstar Group
New York
$219K -$132K -3,300 -37%
SC
2699
Seldon Capital
California
$218K – – –
SIAG
2700
Signet Investment Advisory Group
Rhode Island
$218K – – –
106 107
108
109 110