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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RRWA
2701
Rainey & Randall Wealth Advisors
Florida
$349K +$826 +16 +0.2%
SMA
2702
Sage Mountain Advisors
Georgia
$348K -$7.65M -148,334 -95%
SCA
2703
Scott Capital Advisors
Oregon
$348K +$155 +3 +0%
PCM
2704
Payne Capital Management
New York
$348K -$15K -290 -4%
FCIM
2705
Fairview Capital Investment Management
California
$348K +$15.2K +295 +4%
KWA
2706
Kondo Wealth Advisors
California
$347K +$78.4K +1,519 +27%
LJCM
2707
Lee Johnson Capital Management
Texas
$346K +$5.16K +100 +1%
SCG
2708
Sonata Capital Group
Washington
$346K – – –
FAT
2709
First American Trust
California
$346K +$43.1K +835 +13%
FAN
2710
Financial Advisors Network
California
$346K -$28.4K -550 -7%
OAS
2711
Optivise Advisory Services
Tennessee
$345K -$38.8K -751 -10%
CTI
2712
Community Trust & Investment
Kentucky
$344K -$43.9K -850 -11%
SWM
2713
Stronghold Wealth Management
Florida
$344K +$3.61K +70 +1%
SPW
2714
Signet Private Wealth
Illinois
$343K +$75.6K +1,466 +26%
NPFS
2715
Novak & Powell Financial Services
Florida
$343K +$155 +3 +0%
AWA
2716
Alta Wealth Advisors
Massachusetts
$343K +$44.2K +857 +14%
JAM
2717
JCIC Asset Management
Ontario, Canada
$342K +$34.7K +672 +11%
PCM
2718
Pennsylvania Capital Management
Pennsylvania
$342K – – –
IP
2719
Investment Partners
Ohio
$341K -$25.4K -493 -7%
AAS
2720
AdviceOne Advisory Services
Connecticut
$340K -$2.58K -50 -0.7%
ISWM
2721
Intesa Sanpaolo Wealth Management
$340K +$167K +3,236 +87%
SCM
2722
Sunbeam Capital Management
Georgia
$340K -$8.46K -164 -2%
FWM
2723
FMB Wealth Management
California
$340K -$88.9K -1,723 -20%
PWM
2724
Peak Wealth Management
New Hampshire
$339K +$2.06K +40 +0.6%
BFS
2725
BridgePort Financial Solutions
Iowa
$339K -$4.08K -79 -1%
107 108
109
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