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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CDWM
2701
Campbell Deegan Wealth Management
Virginia
$402K +$5.34K +101 +1%
KIA
2702
Koenig Investment Advisory
Oregon
$402K +$406K +7,684 New
ATWA
2703
Arbor Trust Wealth Advisors
Michigan
$402K – – –
RRA
2704
Round Rock Advisors
Connecticut
$402K +$5.34K +101 +1%
SAM
2705
Strategy Asset Managers
California
$401K +$11.7K +221 +3%
NAMNJ
2706
NorthStar Asset Management (New Jersey)
New Jersey
$401K -$634 -12 -0.2%
BC
2707
Brio Consultants
California
$400K -$97.2K -1,839 -20%
TFGT
2708
TS Financial Group (TSFG)
Illinois
$400K +$159 +3 +0%
HFAS
2709
Hummer Financial Advisory Services
Illinois
$400K -$3.96K -75 -1%
PPC
2710
Pennington Partners & Co
Maryland
$400K +$634 +12 +0.2%
EC
2711
EdgeRock Capital
Colorado
$399K +$17.4K +330 +5%
SPA
2712
Sentinel Pension Advisors
Massachusetts
$399K +$106K +2,000 +38%
FP
2713
Financial Perspectives
Minnesota
$398K -$3.96K -75 -1%
SRL
2714
Scientech Research LLC
New Jersey
$398K +$382K +7,233 New
SL
2715
Sentry LLC
Tennessee
$398K – – –
LPAM
2716
Lodestar Private Asset Management
California
$397K -$15.2K -288 -4%
CPWL
2717
Coquina Private Wealth LLC
Florida
$397K +$382K +7,224 New
MCP
2718
Miller Capital Partners
Michigan
$397K +$382K +7,220 New
SGK
2719
Steigerwald Gordon & Koch
Virginia
$397K +$32K +605 +9%
COCM
2720
Charter Oak Capital Management
New Hampshire
$396K +$83.9K +1,587 +28%
FCG
2721
Fielder Capital Group
Tennessee
$396K +$17.8K +336 +5%
KIA
2722
Kraematon Investment Advisors
Massachusetts
$395K +$1.59K +30 +0.4%
MSWMA
2723
Market Street Wealth Management Advisors
Indiana
$395K +$12.5K +236 +3%
ASG
2724
Ariston Services Group
California
$394K – – –
BP
2725
BBR Partners
New York
$394K -$62.6K -1,184 -14%
107 108
109
110 111