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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2676
Byrne Asset Management
New Jersey
$322K -$292K -6,946 Closed
IWP
2677
Invenio Wealth Partners
Florida
$321K +$5.89K +140 +2%
FCIM
2678
Fairview Capital Investment Management
California
$321K -$16.8K -400 -6%
LRIA
2679
Leonard Rickey Investment Advisors
Washington
$321K +$421 +10 +0.1%
AF
2680
Atala Financial
California
$321K – – –
ATWA
2681
Arbor Trust Wealth Advisors
Michigan
$321K -$46.3K -1,100 -14%
NF
2682
Nvest Financial
New Hampshire
$320K +$210 +5 +0.1%
AIP
2683
Almanack Investment Partners
Pennsylvania
$319K +$39.4K +936 +16%
ACA
2684
Ackerman Capital Advisors
Texas
$318K -$3.96K -94 -1%
WAL
2685
W Advisors LLC
Tennessee
$318K -$14.1K -336 -5%
NWM
2686
Northwest Wealth Management
Iowa
$318K -$33.4K -793 -11%
WCWM
2687
Willow Creek Wealth Management
California
$318K -$34.8K -826 -11%
CG
2688
Clarus Group
Texas
$317K +$1.26K +30 +0.4%
CCA
2689
Cravens & Co Advisors
Tennessee
$317K – – –
PA
2690
Prossimo Advisors
California
$317K -$94.6K -2,249 -25%
VCP
2691
Verus Capital Partners
Arizona
$317K -$219K -5,201 -44%
ACM
2692
Andina Capital Management
Utah
$316K +$8.58K +204 +3%
AMCA
2693
Arthur M. Cohen & Associates
Illinois
$316K -$75.5K -1,794 -21%
CWA
2694
Clarity Wealth Advisors
California
$315K -$35.2K -836 -11%
MPCL
2695
My Personal CFO LLC
Washington
$314K -$7.41K -176 -3%
NWM
2696
Northcape Wealth Management
New York
$313K -$6.31K -150 -2%
HFS
2697
Heritage Financial Services
Massachusetts
$313K -$30.5K -724 -10%
SGK
2698
Steigerwald Gordon & Koch
Virginia
$313K +$42 +1 +0%
KCAM
2699
Kagan Cocozza Asset Management
New Jersey
$313K +$3.2K +76 +1%
OHWA
2700
Oak Hill Wealth Advisors
Virginia
$312K +$12.6K +300 +5%
106 107
108
109 110