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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2676
Pacific Center for Financial Services
California
$225K +$31.5K +786 +16%
AWA
2677
Aletheian Wealth Advisors
Washington
$225K -$833K -20,773 -79%
TFO
2678
Tarbox Family Office
California
$225K +$1.28K +32 +0.6%
AA
2679
Axiom Advisory
California
$224K -$180K -4,499 -45%
SWM
2680
Shelton Wealth Management
Texas
$224K – – –
VCM
2681
Vivaldi Capital Management
Illinois
$223K -$169K -4,225 -43%
CWG
2682
Crown Wealth Group
North Carolina
$223K -$361 -9 -0.2%
PAI
2683
Pittenger & Anderson Inc
Nebraska
$222K -$18.4K -460 -8%
DAL
2684
Delta Accumulation LLC
California
$222K +$2.77K +69 +1%
PHAM
2685
Palisades Hudson Asset Management
Florida
$222K – – –
S4W
2686
Solutions 4 Wealth
Texas
$222K +$281 +7 +0.1%
WAM
2687
Werlinich Asset Management
Connecticut
$222K – – –
SR
2688
Syntax Research
Florida
$221K +$361 +9 +0.2%
CAM
2689
Campion Asset Management
Virginia
$221K -$22.6K -565 -9%
CPA
2690
Cardiff Park Advisors
California
$221K +$761 +19 +0.3%
LC
2691
Lavaca Capital
Texas
$221K – – –
SCM
2692
SKBA Capital Management
California
$220K – – –
ECM
2693
Elgethun Capital Management
South Dakota
$220K +$120 +3 +0.1%
CWA
2694
Clarity Wealth Advisors
California
$219K +$3.05K +76 +1%
WH
2695
Willner & Heller
California
$219K +$1.4K +35 +0.6%
NG
2696
Northstar Group
New York
$219K -$132K -3,300 -37%
SC
2697
Seldon Capital
California
$218K – – –
SIAG
2698
Signet Investment Advisory Group
Rhode Island
$218K – – –
BA
2699
Ballast Advisors
Minnesota
$218K -$4.13K -103 -2%
MFG
2700
Midwest Financial Group
Kansas
$218K +$1.04K +26 +0.5%
106 107
108
109 110