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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
2701
Walkner Condon Financial Advisors
Wisconsin
$299K -$27.5K -625 -8%
SPP
2702
Single Point Partners
Massachusetts
$299K -$9.55K -217 -3%
BW
2703
BostonPremier Wealth
Massachusetts
$299K +$299K +6,802 New
DWP
2704
Destiny Wealth Partners
Florida
$299K +$4.31K +98 +1%
AF
2705
Atala Financial
California
$298K +$298K +6,778 New
DOA
2706
D'Orazio & Associates
Virginia
$298K +$28.1K +639 +10%
WWM
2707
Wolff Wiese Magana
California
$298K +$880 +20 +0.3%
NF
2708
Nvest Financial
New Hampshire
$297K +$220 +5 +0.1%
CA
2709
Claris Advisors
Missouri
$294K +$115K +2,620 +64%
I
2710
INVST
Indiana
$293K +$11.8K +269 +4%
PA
2711
PSI Advisors
Florida
$291K -$3.74K -85 -1%
GL
2712
Gerber LLC
Ohio
$291K +$44 +1 +0%
CPW
2713
Cove Private Wealth
New York
$291K +$24.1K +548 +9%
SGK
2714
Steigerwald Gordon & Koch
Virginia
$290K +$18K +408 +7%
GGS
2715
Galvin Gaustad & Stein
Arizona
$290K – – –
OWP
2716
Obermeyer Wealth Partners
Colorado
$290K -$185K -4,214 -39%
OPWM
2717
Oxinas Partners Wealth Management
Indiana
$289K -$18K -409 -6%
BCMLT
2718
Beacon Capital Management LLC (Tennessee)
Tennessee
$289K +$3.74K +85 +1%
HAIM
2719
Hunter Associates Investment Management
Pennsylvania
$288K – – –
RFS
2720
Richardson Financial Services
Massachusetts
$288K +$153K +3,471 +113%
IWP
2721
Invenio Wealth Partners
Florida
$287K -$28.2K -640 -9%
FA
2722
Fermata Advisors
California
$287K -$10.8K -245 -4%
SIMG
2723
Sonora Investment Management Group
Arizona
$287K -$21.6K -492 -7%
TPW
2724
TL Private Wealth
Texas
$286K – – –
TFA
2725
Tranquilli Financial Advisor
New Jersey
$286K -$10.6K -242 -4%
107 108
109
110 111