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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
2801
Almanack Investment Partners
Pennsylvania
$242K -$160K -3,582 -38%
SRC
2802
Sage Rhino Capital
California
$242K -$4.72K -106 -2%
BIG
2803
Bush Investment Group
Georgia
$242K -$10.7K -240 -4%
AC
2804
Annandale Capital
Texas
$240K +$45 +1 +0%
KJHP
2805
K.J. Harrison & Partners
Ontario, Canada
$240K -$223 -5 -0.1%
TAM
2806
Tucker Asset Management
Colorado
$240K -$66.1K -1,483 -21%
SPWG
2807
Syntegra Private Wealth Group
Missouri
$240K +$22.9K +514 +10%
IIM
2808
Ironwood Investment Management
Massachusetts
$239K -$4.46K -100 -2%
PGF
2809
Plan Group Financial
Oklahoma
$239K +$256K +5,735 New
AIM
2810
Allen Investment Management
New York
$239K -$6.02K -135 -2%
SLT
2811
St Louis Trust
Missouri
$239K +$255K +5,725 New
MFS
2812
McNamara Financial Services
Massachusetts
$239K +$255K +5,722 New
TFO
2813
Tarbox Family Office
California
$239K – – –
WA
2814
WPG Advisers
Maryland
$239K +$3.16K +71 +1%
AWA
2815
Aletheian Wealth Advisors
Washington
$238K -$5.93K -133 -2%
FSBI
2816
Fearless Solutions (Best Invest)
Texas
$238K +$2.58K +58 +1%
MPCG
2817
Matrix Private Capital Group
New York
$238K -$28.9K -649 -10%
VBFP
2818
Valtinson Bruner Financial Planning
Minnesota
$237K -$9.63K -216 -4%
CF
2819
Convergence Financial
Missouri
$237K -$7.26K -163 -3%
NC
2820
North Capital
Utah
$237K +$253K +5,671 New
FWA
2821
FSM Wealth Advisors
Ohio
$236K +$1.51K +34 +0.6%
LC
2822
Lincoln Capital
Nebraska
$236K -$1.11K -25 -0.4%
AIA
2823
Accelerate Investment Advisors
California
$236K +$252K +5,651 New
SWM
2824
Shelton Wealth Management
Texas
$236K +$134 +3 +0.1%
MFS
2825
Madrona Financial Services
Washington
$236K -$9K -202 -3%
111 112
113
114 115