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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
2776
Hamilton Point Investment Advisors
North Carolina
$250K +$8.47K +190 +3%
DWA
2777
Douglass Winthrop Advisors
New York
$250K -$7.62K -171 -3%
FNT
2778
First Nebraska Trust
Nebraska
$250K – – –
AIM
2779
AHL Investment Management
Florida
$248K +$13.5K +303 +5%
LRIA
2780
Leonard Rickey Investment Advisors
Washington
$248K -$25.5K -573 -8%
CCA
2781
Cora Capital Advisors
New Jersey
$248K +$5.57K +125 +2%
DCM
2782
Donaldson Capital Management
Indiana
$248K -$5.3K -119 -2%
FCB
2783
First County Bank
Connecticut
$248K +$19.2K +431 +8%
EAM
2784
Everstar Asset Management
North Carolina
$247K -$356K -7,990 -57%
CAM
2785
Clark Asset Management
New Hampshire
$247K -$2.63K -59 -1%
AAM
2786
Aureus Asset Management
Massachusetts
$246K – – –
DTC
2787
Davidson Trust Company
Washington
$246K +$8.91K +200 +4%
CFG
2788
Clayton Financial Group
Missouri
$246K – – –
SFO
2789
Stokes Family Office
Louisiana
$245K +$89 +2 +0%
KFP
2790
Keystone Financial Planning
Ohio
$245K – – –
LGG
2791
Luts & Greenleigh Group
Maryland
$245K -$802 -18 -0.3%
PPWM
2792
Paragon Private Wealth Management
Kentucky
$245K +$261K +5,862 New
WAM
2793
WFA Asset Management
Wisconsin
$244K +$9.36K +210 +3%
PAM
2794
Peak Asset Management
Colorado
$244K +$1.69K +38 +0.7%
FPW
2795
Flywheel Private Wealth
California
$243K – – –
IWS
2796
Integrity Wealth Solutions
Colorado
$243K +$1.11K +25 +0.4%
HA
2797
Huntleigh Advisors
Missouri
$242K +$134 +3 +0.1%
PCM
2798
Passive Capital Management
Maryland
$242K – – –
AIP
2799
Almanack Investment Partners
Pennsylvania
$242K -$160K -3,582 -38%
SRC
2800
Sage Rhino Capital
California
$242K -$4.72K -106 -2%
110 111
112
113 114