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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCIA
2776
Mountain Capital Investment Advisors
Colorado
$286K +$294 +7 +0.1%
SIC
2777
SJS Investment Consulting
Ohio
$286K -$3.2K -76 -1%
CNWM
2778
Clay Northam Wealth Management
California
$285K +$841 +20 +0.3%
MWM
2779
MinichMacGregor Wealth Management
New York
$285K -$6.02K -143 -2%
CIAS
2780
CBIZ Investment Advisory Services
Ohio
$285K -$104K -2,481 -29%
SL
2781
Sentinus LLC
Illinois
$285K +$46.5K +1,105 +22%
SFO
2782
Stokes Family Office
Louisiana
$285K +$5.81K +138 +2%
SIAP
2783
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$285K -$3.32K -79 -1%
CA
2784
CWC Advisors
Oregon
$284K – – –
LWP
2785
LeClair Wealth Partners
Ohio
$284K -$5.09K -121 -2%
BA
2786
Bristlecone Advisors
Washington
$284K -$27.2K -647 -10%
WH
2787
Willner & Heller
California
$284K +$17.1K +407 +7%
FAN
2788
Financial Advisors Network
California
$284K +$31K +738 +14%
HPIA
2789
Hamilton Point Investment Advisors
North Carolina
$283K – – –
VBFP
2790
Valtinson Bruner Financial Planning
Minnesota
$283K +$12.6K +300 +5%
DWA
2791
Douglass Winthrop Advisors
New York
$283K – – –
VDI
2792
Vaughan David Investments
Illinois
$282K -$128K -3,048 -34%
AIM
2793
AHL Investment Management
Florida
$282K – – –
EWM
2794
Evolution Wealth Management
Florida
$281K +$250K +5,934 New
RIM
2795
Redwood Investment Management
Arizona
$280K -$213K -5,073 -46%
PCM
2796
Passive Capital Management
Maryland
$280K – – –
5W
2797
5T Wealth
California
$279K -$8.25K -196 -3%
KFP
2798
Keystone Financial Planning
Ohio
$278K – – –
NPT
2799
National Philanthropic Trust
Pennsylvania
$278K +$247K +5,868 New
DP
2800
DDD Partners
Washington
$278K -$10.4K -247 -4%
110 111
112
113 114