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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2676
Cravens & Co Advisors
Tennessee
$346K – – –
BAM
2677
Byrne Asset Management
New Jersey
$345K +$327K +6,696 New
AI
2678
AXS Investments
New York
$345K +$23.2K +475 +8%
CCA
2679
Cora Capital Advisors
New Jersey
$344K -$8.88K -182 -3%
CWA
2680
Clarity Wealth Advisors
California
$344K +$49 +1 +0%
RFW
2681
Rainier Family Wealth
Washington
$343K +$12.7K +260 +4%
TFA
2682
Tranquilli Financial Advisor
New Jersey
$343K +$8.73K +179 +3%
GKIM
2683
GW&K Investment Management
Massachusetts
$343K +$5.76K +118 +2%
CA
2684
CGN Advisors
Kansas
$343K -$59.4K -1,218 -15%
NWM
2685
Northcape Wealth Management
New York
$342K – – –
SGK
2686
Steigerwald Gordon & Koch
Virginia
$341K +$98 +2 +0%
SIC
2687
Sterling Investment Counsel
New York
$341K -$42.9K -880 -12%
RWM
2688
Revisor Wealth Management
Ohio
$341K +$21.8K +446 +7%
KFG
2689
Kelly Financial Group
Connecticut
$341K -$48.8K -1,000 -13%
BWA
2690
Blodgett Wealth Advisors
California
$341K -$87.6K -1,796 -21%
CWM
2691
CCG Wealth Management
California
$340K +$26.6K +545 +9%
OIS
2692
OneAscent Investment Solutions
Alabama
$340K -$11.1K -228 -3%
ECM
2693
Elgethun Capital Management
South Dakota
$340K +$23.3K +477 +8%
RHAM
2694
Round Hill Asset Management
California
$339K -$112K -2,295 -26%
CNWM
2695
Clay Northam Wealth Management
California
$338K +$25.6K +525 +9%
CCS
2696
Concentric Capital Strategies
Connecticut
$338K +$47.9K +982 +18%
VAMG
2697
Voisard Asset Management Group
Michigan
$338K +$6.15K +126 +2%
CIS
2698
Custom Index Systems
New York
$337K +$80.4K +1,648 +34%
CG
2699
Clarus Group
Texas
$337K -$8.29K -170 -3%
NQWM
2700
Northwest Quadrant Wealth Management
Oregon
$337K -$59.4K -1,218 -16%
106 107
108
109 110