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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
2701
First American Trust
California
$406K +$2.23K +42 +0.6%
FCIM
2702
Fairview Capital Investment Management
California
$406K – – –
GGS
2703
Galvin Gaustad & Stein
Arizona
$406K +$15.8K +298 +4%
B
2704
Barings
North Carolina
$405K +$104K +1,960 +38%
RRWA
2705
Rainey & Randall Wealth Advisors
Florida
$405K -$2.34K -44 -0.6%
VPW
2706
Vaquero Private Wealth
Texas
$405K +$378K +7,105 New
SCG
2707
Sonata Capital Group
Washington
$405K – – –
LJCM
2708
Lee Johnson Capital Management
Texas
$404K -$1.17K -22 -0.3%
SWM
2709
Stronghold Wealth Management
Florida
$403K +$585 +11 +0.2%
AF
2710
Aviso Financial
Ontario, Canada
$403K -$1.65M -31,024 -81%
CTI
2711
Community Trust & Investment
Kentucky
$402K – – –
PA
2712
Prairie Advisory
Kansas
$402K +$375K +7,055 New
NPFS
2713
Novak & Powell Financial Services
Florida
$401K +$160 +3 +0%
LC
2714
Lincoln Capital
Nebraska
$401K +$3.88K +73 +1%
PCM
2715
Pennsylvania Capital Management
Pennsylvania
$400K – – –
EAM
2716
Everstar Asset Management
North Carolina
$400K -$13.6K -255 -4%
GA
2717
Goldstein Advisors
Wisconsin
$400K +$59.4K +1,117 +19%
VC
2718
Veracity Capital
Georgia
$399K +$8.4K +158 +2%
PWM
2719
Peak Wealth Management
New Hampshire
$399K +$1.81K +34 +0.5%
AAS
2720
AdviceOne Advisory Services
Connecticut
$398K +$266 +5 +0.1%
FWM
2721
FMB Wealth Management
California
$398K +$372 +7 +0.1%
ACM
2722
Advance Capital Management
Michigan
$397K +$371K +6,968 New
WWM
2723
Wolff Wiese Magana
California
$397K – – –
SGK
2724
Steigerwald Gordon & Koch
Virginia
$396K -$29.8K -561 -7%
PIA
2725
Polaris Investment Advisors
Massachusetts
$396K – – –
107 108
109
110 111