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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
2826
Tarbox Family Office
California
$271K – – –
MWA
2827
Motive Wealth Advisors
Michigan
$270K +$36.5K +868 +18%
FNT
2828
First Nebraska Trust
Nebraska
$269K -$12.6K -300 -5%
HP
2829
Holistic Planning
Texas
$269K +$239K +5,675 New
HA
2830
Helium Advisors
Washington
$269K +$2.57K +61 +1%
NC
2831
North Capital
Utah
$268K – – –
SWM
2832
Shelton Wealth Management
Texas
$268K +$126 +3 +0.1%
FUBT
2833
First United Bank & Trust
Maryland
$267K +$14.5K +345 +7%
BZWA
2834
Blue Zone Wealth Advisors
California
$267K +$26.4K +628 +13%
EWM
2835
EPG Wealth Management
Georgia
$267K -$52.4K -1,246 -18%
SWMG
2836
Sard Wealth Management Group
Georgia
$266K -$294 -7 -0.1%
CPA
2837
Cardiff Park Advisors
California
$266K +$673 +16 +0.3%
OWP
2838
Obermeyer Wealth Partners
Colorado
$266K +$3.03K +72 +1%
MFG
2839
Midwest Financial Group
Kansas
$265K +$4.25K +101 +2%
FSBI
2840
Fearless Solutions (Best Invest)
Texas
$265K -$4.12K -98 -2%
SR
2841
Syntax Research
Florida
$265K +$294 +7 +0.1%
CM
2842
Capula Management
Cayman Islands
$265K -$406K -9,653 -63%
KWA
2843
Kondo Wealth Advisors
California
$264K -$5.59K -133 -2%
LAM
2844
Lifestyle Asset Management
Texas
$264K +$20.3K +483 +9%
PMFA
2845
Plante Moran Financial Advisors
Michigan
$264K -$42.2K -1,003 -15%
YIM
2846
Yoffe Investment Management
Pennsylvania
$264K – – –
MWS
2847
MFA Wealth Services
California
$263K +$8.5K +202 +4%
CCS
2848
Concentric Capital Strategies
Connecticut
$263K +$234K +5,567 New
CFGA
2849
Cambridge Financial Group (Arizona)
Arizona
$263K – – –
SCA
2850
St. Clair Advisors
Ohio
$263K – – –
112 113
114
115 116