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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2726
FMB Wealth Management
California
$340K -$88.9K -1,723 -20%
PWM
2727
Peak Wealth Management
New Hampshire
$339K +$2.06K +40 +0.6%
BFS
2728
BridgePort Financial Solutions
Iowa
$339K -$4.08K -79 -1%
WWM
2729
Wolff Wiese Magana
California
$339K +$4.18K +81 +1%
T
2730
TOBAM
France
$339K – – –
AF
2731
Atala Financial
California
$339K +$6.45K +125 +2%
LC
2732
Lincoln Capital
Nebraska
$339K – – –
PIA
2733
Polaris Investment Advisors
Massachusetts
$339K -$43K -833 -11%
COCM
2734
Charter Oak Capital Management
New Hampshire
$338K -$13.7K -265 -4%
SRL
2735
Scientech Research LLC
New Jersey
$338K -$15.8K -306 -4%
WAG
2736
Wallace Advisory Group
California
$338K -$11.5K -222 -3%
FBC
2737
Fairfield, Bush & Co
Connecticut
$337K – – –
MMM
2738
Mendel Money Management
Illinois
$337K -$631K -12,220 -64%
BFF
2739
Byrne Financial Freedom
Massachusetts
$337K -$5.57K -108 -2%
SL
2740
Sentry LLC
Tennessee
$336K -$17.1K -331 -5%
SHFA
2741
SC&H Financial Advisors
Maryland
$336K -$23.4K -454 -6%
HWA
2742
Heartwood Wealth Advisors
Virginia
$336K +$7.74K +150 +2%
IA
2743
Invested Advisors
Pennsylvania
$334K -$3.35K -65 -0.9%
VC
2744
Veracity Capital
Georgia
$334K -$55.5K -1,076 -14%
SCP
2745
Sivia Capital Partners
California
$334K -$1.18M -22,916 -77%
GGS
2746
Galvin Gaustad & Stein
Arizona
$333K -$5.57K -108 -2%
BSA
2747
Bull Street Advisors
Georgia
$333K – – –
CPWL
2748
Coquina Private Wealth LLC
Florida
$333K -$20.3K -394 -5%
PIS
2749
POM Investment Strategies
North Carolina
$333K +$294K +5,693 +505%
TWA
2750
Tulsa Wealth Advisors
Oklahoma
$332K -$143K -2,776 -29%
108 109
110
111 112