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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2676
Cora Capital Advisors
New Jersey
$344K -$8.88K -182 -3%
CWA
2677
Clarity Wealth Advisors
California
$344K +$49 +1 +0%
RFW
2678
Rainier Family Wealth
Washington
$343K +$12.7K +260 +4%
TFA
2679
Tranquilli Financial Advisor
New Jersey
$343K +$8.73K +179 +3%
GKIM
2680
GW&K Investment Management
Massachusetts
$343K +$5.76K +118 +2%
CA
2681
CGN Advisors
Kansas
$343K -$59.4K -1,218 -15%
NWM
2682
Northcape Wealth Management
New York
$342K – – –
SGK
2683
Steigerwald Gordon & Koch
Virginia
$341K +$98 +2 +0%
SIC
2684
Sterling Investment Counsel
New York
$341K -$42.9K -880 -12%
RWM
2685
Revisor Wealth Management
Ohio
$341K +$21.8K +446 +7%
KFG
2686
Kelly Financial Group
Connecticut
$341K -$48.8K -1,000 -13%
BWA
2687
Blodgett Wealth Advisors
California
$341K -$87.6K -1,796 -21%
CWM
2688
CCG Wealth Management
California
$340K +$26.6K +545 +9%
OIS
2689
OneAscent Investment Solutions
Alabama
$340K -$11.1K -228 -3%
ECM
2690
Elgethun Capital Management
South Dakota
$340K +$23.3K +477 +8%
RHAM
2691
Round Hill Asset Management
California
$339K -$112K -2,295 -26%
CNWM
2692
Clay Northam Wealth Management
California
$338K +$25.6K +525 +9%
CCS
2693
Concentric Capital Strategies
Connecticut
$338K +$47.9K +982 +18%
VAMG
2694
Voisard Asset Management Group
Michigan
$338K +$6.15K +126 +2%
CIS
2695
Custom Index Systems
New York
$337K +$80.4K +1,648 +34%
CG
2696
Clarus Group
Texas
$337K -$8.29K -170 -3%
NQWM
2697
Northwest Quadrant Wealth Management
Oregon
$337K -$59.4K -1,218 -16%
HAIM
2698
Hunter Associates Investment Management
Pennsylvania
$337K -$2.49K -51 -0.8%
MFS
2699
Madrona Financial Services
Washington
$337K +$2.93K +60 +0.9%
OPWM
2700
Oxinas Partners Wealth Management
Indiana
$336K – – –
106 107
108
109 110