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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GGS
2701
Galvin Gaustad & Stein
Arizona
$277K +$1.25K +28 +0.4%
AT
2702
Avalon Trust
New Mexico
$276K +$219K +4,905 +285%
SGK
2703
Steigerwald Gordon & Koch
Virginia
$276K +$89 +2 +0%
PMFA
2704
Plante Moran Financial Advisors
Michigan
$275K +$27.1K +608 +10%
CWP
2705
Core Wealth Partners
California
$275K -$99.6K -2,235 -25%
TFA
2706
Tranquilli Financial Advisor
New Jersey
$274K +$3.34K +75 +1%
NCFG
2707
New Century Financial Group
New Jersey
$274K -$207K -4,639 -41%
HAIM
2708
Hunter Associates Investment Management
Pennsylvania
$273K – – –
WIM
2709
Waverton Investment Management
United Kingdom
$273K +$13.8K +310 +5%
AAIM
2710
Asset Advisors Investment Management
Georgia
$273K +$23.8K +533 +9%
KCAM
2711
Kagan Cocozza Asset Management
New Jersey
$272K -$55.1K -1,236 -16%
OPWM
2712
Oxinas Partners Wealth Management
Indiana
$272K -$3.39K -76 -1%
GL
2713
Gerber LLC
Ohio
$271K -$5.53K -124 -2%
PWMG
2714
Private Wealth Management Group
New Jersey
$271K +$35.7K +801 +14%
4WM
2715
49 Wealth Management
Texas
$271K +$2.45K +55 +0.9%
LIA
2716
Lynx Investment Advisory
District of Columbia
$271K – – –
ACM
2717
Andina Capital Management
Utah
$270K +$66K +1,482 +30%
WWG
2718
West Wealth Group
California
$270K -$29.3K -658 -9%
EC
2719
EdgeRock Capital
Colorado
$270K +$13.2K +296 +5%
ACS
2720
Archford Capital Strategies
Illinois
$269K -$76.4K -1,714 -21%
MTWM
2721
Masso Torrence Wealth Management
New Jersey
$268K +$45 +1 +0%
MCM
2722
Monument Capital Management
Virginia
$267K -$45.7K -1,026 -14%
NC
2723
Napatree Capital
Rhode Island
$267K +$285K +6,405 New
USWIA
2724
UP Strategic Wealth Investment Advisors
Pennsylvania
$267K +$68.1K +1,528 +31%
SCA
2725
Sandy Cove Advisors
Massachusetts
$267K -$90.8K -2,038 -24%
107 108
109
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