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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
2751
First United Bank & Trust
Maryland
$315K +$22.8K +468 +8%
SCA
2752
Southern Capital Advisors
Tennessee
$315K +$293 +6 +0.1%
LRIA
2753
Leonard Rickey Investment Advisors
Washington
$315K -$33.2K -681 -10%
WSFG
2754
Wall Street Financial Group
Illinois
$315K +$39.8K +816 +15%
GHA
2755
GW Henssler & Associates
Georgia
$315K -$685K -14,040 -70%
MGWM
2756
Marks Group Wealth Management
Minnesota
$314K – – –
TCA
2757
Trifecta Capital Advisors
Illinois
$314K -$65.9K -1,351 -18%
S
2758
Steadtrust
Texas
$313K +$36K +738 +14%
AC
2759
AIFG Consultants
New York
$313K – – –
PCM
2760
Palisade Capital Management
New Jersey
$313K +$296K +6,061 New
LC
2761
Lincoln Capital
Nebraska
$312K – – –
PAW
2762
Plan A Wealth
Nebraska
$311K -$12.3K -253 -4%
GPA
2763
Guerra Pan Advisors
New Jersey
$311K -$6.93K -142 -2%
OAS
2764
Optivise Advisory Services
Tennessee
$311K +$76K +1,558 +35%
GSWM
2765
Greenup Street Wealth Management
Michigan
$311K +$294K +6,020 New
CWP
2766
Core Wealth Partners
California
$310K -$6.15K -126 -2%
SIAP
2767
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$310K – – –
BA
2768
Bristlecone Advisors
Washington
$309K +$146 +3 +0.1%
PMFA
2769
Plante Moran Financial Advisors
Michigan
$309K +$20.3K +417 +7%
CA
2770
CWC Advisors
Oregon
$309K – – –
BI
2771
Binnacle Investments
Iowa
$309K +$12.2K +251 +4%
FAN
2772
Financial Advisors Network
California
$309K +$49 +1 +0%
EAM
2773
Exane Asset Management
France
$309K -$26.1M -534,620 -99%
HPIA
2774
Hamilton Point Investment Advisors
North Carolina
$309K – – –
VBFP
2775
Valtinson Bruner Financial Planning
Minnesota
$309K – – –
109 110
111
112 113