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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2726
Wolff Wiese Magana
California
$339K +$4.18K +81 +1%
T
2727
TOBAM
France
$339K – – –
AF
2728
Atala Financial
California
$339K +$6.45K +125 +2%
LC
2729
Lincoln Capital
Nebraska
$339K – – –
PIA
2730
Polaris Investment Advisors
Massachusetts
$339K -$43K -833 -11%
COCM
2731
Charter Oak Capital Management
New Hampshire
$338K -$13.7K -265 -4%
SRL
2732
Scientech Research LLC
New Jersey
$338K -$15.8K -306 -4%
WAG
2733
Wallace Advisory Group
California
$338K -$11.5K -222 -3%
FBC
2734
Fairfield, Bush & Co
Connecticut
$337K – – –
MMM
2735
Mendel Money Management
Illinois
$337K -$631K -12,220 -64%
BFF
2736
Byrne Financial Freedom
Massachusetts
$337K -$5.57K -108 -2%
SL
2737
Sentry LLC
Tennessee
$336K -$17.1K -331 -5%
SHFA
2738
SC&H Financial Advisors
Maryland
$336K -$23.4K -454 -6%
HWA
2739
Heartwood Wealth Advisors
Virginia
$336K +$7.74K +150 +2%
IA
2740
Invested Advisors
Pennsylvania
$334K -$3.35K -65 -0.9%
VC
2741
Veracity Capital
Georgia
$334K -$55.5K -1,076 -14%
SCP
2742
Sivia Capital Partners
California
$334K -$1.18M -22,916 -77%
GGS
2743
Galvin Gaustad & Stein
Arizona
$333K -$5.57K -108 -2%
BSA
2744
Bull Street Advisors
Georgia
$333K – – –
CPWL
2745
Coquina Private Wealth LLC
Florida
$333K -$20.3K -394 -5%
PIS
2746
POM Investment Strategies
North Carolina
$333K +$294K +5,693 +505%
TWA
2747
Tulsa Wealth Advisors
Oklahoma
$332K -$143K -2,776 -29%
RYIA
2748
Roehl & Yi Investment Advisors
Oregon
$331K +$1.34K +26 +0.4%
PWSG
2749
Pacific Wealth Strategies Group
California
$330K – – –
AFA
2750
Alpha Financial Advisors
North Carolina
$330K +$568 +11 +0.2%
108 109
110
111 112