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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
2826
Tarbox Family Office
California
$290K -$5.12K -105 -2%
FSBI
2827
Fearless Solutions (Best Invest)
Texas
$289K +$98 +2 +0%
SR
2828
Syntax Research
Florida
$289K +$390 +8 +0.1%
AWM
2829
Abound Wealth Management
Tennessee
$289K +$8.49K +174 +3%
MFG
2830
Midwest Financial Group
Kansas
$289K – – –
FNT
2831
First Nebraska Trust
Nebraska
$289K -$3.66K -75 -1%
APC
2832
Asset Planning Corporation
Tennessee
$289K +$273K +5,600 New
MWS
2833
MFA Wealth Services
California
$289K +$1.46K +30 +0.5%
YIM
2834
Yoffe Investment Management
Pennsylvania
$288K – – –
IPW
2835
Intergy Private Wealth
Colorado
$287K +$17K +348 +7%
CFGA
2836
Cambridge Financial Group (Arizona)
Arizona
$287K – – –
SCA
2837
St. Clair Advisors
Ohio
$287K – – –
FZCM
2838
Flynn Zito Capital Management
New York
$287K +$271K +5,554 New
SCM
2839
SKBA Capital Management
California
$286K – – –
PFM
2840
Patton Fund Management
Texas
$286K – – –
AIP
2841
Almanack Investment Partners
Pennsylvania
$285K -$59.7K -1,224 -18%
AWA
2842
Alta Wealth Advisors
Massachusetts
$285K – – –
LTI
2843
Laffer Tengler Investments
Tennessee
$285K -$162K -3,320 -38%
OWP
2844
Obermeyer Wealth Partners
Colorado
$285K -$4.93K -101 -2%
DFS
2845
Dixon Fnancial Services
California
$284K +$269K +5,508 New
LJHT
2846
Laurie J. Hall Trustee
$284K – – –
SC
2847
Seldon Capital
California
$284K – – –
KJHP
2848
K.J. Harrison & Partners
Ontario, Canada
$284K -$7.32K -150 -3%
SPWG
2849
Syntegra Private Wealth Group
Missouri
$284K +$15.6K +320 +6%
RLIM
2850
Red Lighthouse Investment Management
New York
$284K +$781 +16 +0.3%
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114
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