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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VDC
2676
Van Diest Capital
Iowa
$356K +$150K +2,910 +66%
HCC
2677
Hirtle Callaghan & Co
Pennsylvania
$356K -$61.4K -1,190 -14%
KOC
2678
Koss-Olinger Consulting
Florida
$356K -$163K -3,156 -30%
TFGT
2679
TS Financial Group (TSFG)
Illinois
$355K +$206 +4 +0.1%
SCA
2680
Sandy Cove Advisors
Massachusetts
$354K +$21.2K +411 +6%
EAM
2681
Everstar Asset Management
North Carolina
$354K -$21.5K -417 -5%
ECM
2682
Elgethun Capital Management
South Dakota
$354K +$31.3K +606 +9%
SAM
2683
Strategy Asset Managers
California
$354K -$1.6K -31 -0.4%
SNB
2684
Security National Bank
Nebraska
$354K +$65.8K +1,276 +21%
HPM
2685
Hoxton Planning & Management
West Virginia
$354K -$3.46K -67 -0.9%
LPAM
2686
Lodestar Private Asset Management
California
$353K +$826 +16 +0.2%
BW
2687
Blalock Williams
Alabama
$352K -$63.9K -1,238 -15%
SPA
2688
Sentinel Pension Advisors
Massachusetts
$352K -$1.08K -21 -0.3%
KIA
2689
Kraematon Investment Advisors
Massachusetts
$352K +$1.81K +35 +0.5%
MCP
2690
Miller Capital Partners
Michigan
$352K – – –
MFS
2691
Mirabella Financial Services
United Kingdom
$352K +$373K +7,219 New
TW
2692
Tempo Wealth
Ohio
$352K +$108K +2,088 +41%
FP
2693
Financial Perspectives
Minnesota
$352K -$1.08K -21 -0.3%
AT
2694
Arlington Trust
Alabama
$352K +$76.5K +1,482 +26%
RF
2695
Rossby Financial
Florida
$351K +$55.3K +1,071 +18%
PAG
2696
Paladin Advisory Group
Iowa
$350K -$30.5K -591 -8%
BP
2697
BBR Partners
New York
$349K +$52 +1 +0%
LFP
2698
Lakeshore Financial Planning
Michigan
$349K -$266K -5,146 -42%
BIA
2699
BHK Investment Advisors
Alabama
$349K -$77.4K -1,500 -17%
WAL
2700
W Advisors LLC
Tennessee
$349K +$8.21K +159 +2%
106 107
108
109 110