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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2676
Fragasso Financial Advisors
Pennsylvania
$305K +$17.8K +404 +6%
MPCL
2677
My Personal CFO LLC
Washington
$305K +$44 +1 +0%
FCG
2678
Fielder Capital Group
Tennessee
$305K -$748 -17 -0.2%
BSB
2679
Bangor Savings Bank
Maine
$304K +$6.82K +155 +2%
TF
2680
Tompkins Financial
New York
$304K -$37.5K -853 -11%
PFG
2681
Putney Financial Group
California
$303K +$304K +6,905 New
WAL
2682
W Advisors LLC
Tennessee
$303K +$6.07K +138 +2%
HWA
2683
Heartwood Wealth Advisors
Virginia
$303K -$16.9K -383 -5%
SW
2684
Simplicity Wealth
New Jersey
$303K -$1.11M -25,143 -78%
BTWM
2685
Brass Tax Wealth Management
Ohio
$303K -$748 -17 -0.2%
MGWM
2686
Marks Group Wealth Management
Minnesota
$303K – – –
IAP
2687
Indie Asset Partners
Indiana
$303K -$1.5K -34 -0.5%
FBC
2688
Fairfield, Bush & Co
Connecticut
$303K -$4.4K -100 -1%
TFF
2689
The Family Firm
Maryland
$303K +$1.41K +32 +0.5%
CICC
2690
Capital Investment Counsel (Colorado)
Colorado
$302K +$302K +6,874 New
EWM
2691
EPG Wealth Management
Georgia
$302K -$35.9K -816 -11%
ACA
2692
Ackerman Capital Advisors
Texas
$302K +$44 +1 +0%
AAS
2693
AdviceOne Advisory Services
Connecticut
$302K +$302K +6,862 New
RCM
2694
Radnor Capital Management
Pennsylvania
$301K -$227K -5,150 -43%
BWM
2695
BlackDiamond Wealth Management
New York
$301K -$220 -5 -0.1%
OHIS
2696
Oak Harvest Investment Services
Texas
$300K +$1.94K +44 +0.6%
TC
2697
Tacita Capital
Ontario, Canada
$300K – – –
NAMNJ
2698
NorthStar Asset Management (New Jersey)
New Jersey
$300K +$1.23K +28 +0.4%
MHWM
2699
Montz Harcus Wealth Management
Louisiana
$299K -$7.39K -168 -2%
WCFA
2700
Walkner Condon Financial Advisors
Wisconsin
$299K -$27.5K -625 -8%
106 107
108
109 110