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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
2826
Sard Wealth Management Group
Georgia
$235K +$23.6K +530 +10%
KWA
2827
Kondo Wealth Advisors
California
$235K +$3.43K +77 +1%
BI
2828
Binnacle Investments
Iowa
$234K +$250K +5,619 New
SCA
2829
Scott Capital Advisors
Oregon
$234K -$11.5K -259 -4%
HA
2830
Helium Advisors
Washington
$234K -$35K -786 -12%
KRW
2831
Kaufman Rossin Wealth
Florida
$234K +$42.1K +945 +20%
CPA
2832
Cardiff Park Advisors
California
$234K +$802 +18 +0.3%
SR
2833
Syntax Research
Florida
$233K +$356 +8 +0.1%
WAM
2834
Werlinich Asset Management
Connecticut
$233K – – –
WH
2835
Willner & Heller
California
$233K +$1.56K +35 +0.6%
LC
2836
Lavaca Capital
Texas
$233K – – –
EFH
2837
Eaton Financial Holdings
Florida
$233K -$215K -4,818 -46%
YIM
2838
Yoffe Investment Management
Pennsylvania
$233K – – –
SCA
2839
St. Clair Advisors
Ohio
$232K – – –
TBT
2840
Texas Bank & Trust
Texas
$232K – – –
SCM
2841
SKBA Capital Management
California
$232K – – –
ECM
2842
Elgethun Capital Management
South Dakota
$231K -$41.2K -925 -14%
OWP
2843
Obermeyer Wealth Partners
Colorado
$231K -$46.5K -1,044 -16%
CFGA
2844
Cambridge Financial Group (Arizona)
Arizona
$231K +$248K +5,564 New
ETC
2845
Exchange Traded Concepts
Oklahoma
$231K +$97.1K +2,179 +65%
SPG
2846
Strategic Planning Group
Utah
$230K +$13.5K +303 +6%
AWA
2847
Alta Wealth Advisors
Massachusetts
$230K +$3.34K +75 +1%
ACC
2848
Acorn Creek Capital
Colorado
$230K -$37.3K -838 -13%
MFG
2849
Midwest Financial Group
Kansas
$230K +$4.5K +101 +2%
LJHT
2850
Laurie J. Hall Trustee
$230K -$105K -2,350 -30%
112 113
114
115 116