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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
2776
CTC Alternative Strategies
Illinois
$250K +$267K +6,000 New
CA
2777
CWC Advisors
Oregon
$250K +$267K +5,999 New
HPIA
2778
Hamilton Point Investment Advisors
North Carolina
$250K +$8.47K +190 +3%
DWA
2779
Douglass Winthrop Advisors
New York
$250K -$7.62K -171 -3%
FNT
2780
First Nebraska Trust
Nebraska
$250K – – –
AIM
2781
AHL Investment Management
Florida
$248K +$13.5K +303 +5%
LRIA
2782
Leonard Rickey Investment Advisors
Washington
$248K -$25.5K -573 -8%
CCA
2783
Cora Capital Advisors
New Jersey
$248K +$5.57K +125 +2%
DCM
2784
Donaldson Capital Management
Indiana
$248K -$5.3K -119 -2%
FCB
2785
First County Bank
Connecticut
$248K +$19.2K +431 +8%
EAM
2786
Everstar Asset Management
North Carolina
$247K -$356K -7,990 -57%
CAM
2787
Clark Asset Management
New Hampshire
$247K -$2.63K -59 -1%
AAM
2788
Aureus Asset Management
Massachusetts
$246K – – –
DTC
2789
Davidson Trust Company
Washington
$246K +$8.91K +200 +4%
CFG
2790
Clayton Financial Group
Missouri
$246K – – –
SFO
2791
Stokes Family Office
Louisiana
$245K +$89 +2 +0%
KFP
2792
Keystone Financial Planning
Ohio
$245K – – –
LGG
2793
Luts & Greenleigh Group
Maryland
$245K -$802 -18 -0.3%
PPWM
2794
Paragon Private Wealth Management
Kentucky
$245K +$261K +5,862 New
WAM
2795
WFA Asset Management
Wisconsin
$244K +$9.36K +210 +3%
PAM
2796
Peak Asset Management
Colorado
$244K +$1.69K +38 +0.7%
FPW
2797
Flywheel Private Wealth
California
$243K – – –
IWS
2798
Integrity Wealth Solutions
Colorado
$243K +$1.11K +25 +0.4%
HA
2799
Huntleigh Advisors
Missouri
$242K +$134 +3 +0.1%
PCM
2800
Passive Capital Management
Maryland
$242K – – –
110 111
112
113 114