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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
2701
Lakeshore Financial Planning
Michigan
$349K -$266K -5,146 -42%
BIA
2702
BHK Investment Advisors
Alabama
$349K -$77.4K -1,500 -17%
WAL
2703
W Advisors LLC
Tennessee
$349K +$8.21K +159 +2%
RRWA
2704
Rainey & Randall Wealth Advisors
Florida
$349K +$826 +16 +0.2%
SMA
2705
Sage Mountain Advisors
Georgia
$348K -$7.65M -148,334 -95%
SCA
2706
Scott Capital Advisors
Oregon
$348K +$155 +3 +0%
PCM
2707
Payne Capital Management
New York
$348K -$15K -290 -4%
FCIM
2708
Fairview Capital Investment Management
California
$348K +$15.2K +295 +4%
KWA
2709
Kondo Wealth Advisors
California
$347K +$78.4K +1,519 +27%
LJCM
2710
Lee Johnson Capital Management
Texas
$346K +$5.16K +100 +1%
SCG
2711
Sonata Capital Group
Washington
$346K – – –
FAT
2712
First American Trust
California
$346K +$43.1K +835 +13%
FAN
2713
Financial Advisors Network
California
$346K -$28.4K -550 -7%
OAS
2714
Optivise Advisory Services
Tennessee
$345K -$38.8K -751 -10%
CTI
2715
Community Trust & Investment
Kentucky
$344K -$43.9K -850 -11%
SWM
2716
Stronghold Wealth Management
Florida
$344K +$3.61K +70 +1%
SPW
2717
Signet Private Wealth
Illinois
$343K +$75.6K +1,466 +26%
NPFS
2718
Novak & Powell Financial Services
Florida
$343K +$155 +3 +0%
AWA
2719
Alta Wealth Advisors
Massachusetts
$343K +$44.2K +857 +14%
JAM
2720
JCIC Asset Management
Ontario, Canada
$342K +$34.7K +672 +11%
PCM
2721
Pennsylvania Capital Management
Pennsylvania
$342K – – –
IP
2722
Investment Partners
Ohio
$341K -$25.4K -493 -7%
AAS
2723
AdviceOne Advisory Services
Connecticut
$340K -$2.58K -50 -0.7%
ISWM
2724
Intesa Sanpaolo Wealth Management
$340K +$167K +3,236 +87%
SCM
2725
Sunbeam Capital Management
Georgia
$340K -$8.46K -164 -2%
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109
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