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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2801
Tucker Asset Management
Colorado
$300K -$11.1K -228 -4%
SRC
2802
Sage Rhino Capital
California
$300K – – –
PCM
2803
Passive Capital Management
Maryland
$300K – – –
BIG
2804
Bush Investment Group
Georgia
$299K – – –
ACC
2805
Acorn Creek Capital
Colorado
$299K +$3.27K +67 +1%
HA
2806
Huntleigh Advisors
Missouri
$297K -$2.29K -47 -0.8%
CCM
2807
Condor Capital Management
New Jersey
$297K +$16.7K +342 +6%
TPW
2808
TL Private Wealth
Texas
$297K – – –
AC
2809
Annandale Capital
Texas
$297K – – –
MWM
2810
Maridea Wealth Management
New York
$296K +$278K +5,692 New
EWM
2811
EPG Wealth Management
Georgia
$296K +$4.68K +96 +2%
SLT
2812
St Louis Trust
Missouri
$295K – – –
MFS
2813
McNamara Financial Services
Massachusetts
$295K – – –
IIM
2814
Ironwood Investment Management
Massachusetts
$295K – – –
PWAM
2815
Pinnacle West Asset Management
Wyoming
$294K +$23.2K +475 +9%
HFS
2816
Heritage Financial Services
Massachusetts
$293K -$45.5K -932 -14%
ACM
2817
Ascent Capital Management
Oregon
$293K +$7.51K +154 +3%
DTC
2818
Davidson Trust Company
Washington
$292K +$12.2K +250 +5%
BWP
2819
BlueStem Wealth Partners
Minnesota
$292K +$19.9K +407 +8%
BZWA
2820
Blue Zone Wealth Advisors
California
$291K – – –
CPA
2821
Cardiff Park Advisors
California
$291K +$732 +15 +0.3%
KWA
2822
Kondo Wealth Advisors
California
$290K +$6.78K +139 +3%
BCM
2823
Banyan Capital Management
Georgia
$290K +$274K +5,625 New
AWA
2824
Aletheian Wealth Advisors
Washington
$290K +$7.61K +156 +3%
COCM
2825
Charter Oak Capital Management
New Hampshire
$290K -$22.2K -456 -8%
111 112
113
114 115