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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
2726
Lynx Investment Advisory
District of Columbia
$285K +$285K +6,489 New
FF
2727
Francis Financial
$285K +$398K +9,038 New
ECM
2728
Elgethun Capital Management
South Dakota
$284K +$41K +932 +17%
MWA
2729
Medallion Wealth Advisors
Connecticut
$284K +$285K +6,488 New
EL
2730
EWA LLC
Pennsylvania
$284K -$3.74K -85 -1%
4WM
2731
49 Wealth Management
Texas
$283K -$32.6K -741 -10%
MTWM
2732
Masso Torrence Wealth Management
New Jersey
$282K – – –
PAW
2733
Plan A Wealth
Nebraska
$282K +$282K +6,409 New
TRIA
2734
Trail Ridge Investment Advisors
Colorado
$281K +$5.54K +126 +2%
MTIC
2735
Missouri Trust & Investment Company
Missouri
$281K +$7.13K +162 +3%
HA
2736
Helium Advisors
Washington
$281K +$282K +6,399 New
OHWA
2737
Oak Hill Wealth Advisors
Virginia
$281K +$281K +6,387 New
WTFG
2738
Wells Trecaso Financial Group
Ohio
$280K -$39K -886 -12%
WKWM
2739
Walter & Keenan Wealth Management
Indiana
$280K +$14K +319 +5%
ACC
2740
Acorn Creek Capital
Colorado
$279K +$5.98K +136 +2%
MPCG
2741
Matrix Private Capital Group
New York
$279K – – –
TA
2742
TFB Advisors
Kansas
$279K +$10.1K +230 +4%
TC
2743
TAP Consulting
Missouri
$278K -$2.73K -62 -1%
M1FG
2744
Mach-1 Financial Group
Arkansas
$278K -$55K -1,250 -16%
PWS
2745
Proactive Wealth Strategies
Georgia
$278K +$10.4K +237 +4%
CWA
2746
Centennial Wealth Advisory
Michigan
$277K +$5.46K +124 +2%
RCWM
2747
Royal Capital Wealth Management
Indiana
$277K +$264 +6 +0.1%
CCC
2748
Compass Capital Corp
Massachusetts
$277K +$269K +6,116 New
NJBEST
2749
New Jersey Better Educational Savings Trust
New Jersey
$277K – – –
MWM
2750
MinichMacGregor Wealth Management
New York
$277K +$277K +6,297 New
108 109
110
111 112