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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2826
Pacific Center for Financial Services
California
$352K – – –
CWA
2827
Clarity Wealth Advisors
California
$351K -$15K -284 -4%
SWM
2828
Shelton Wealth Management
Texas
$351K +$29K +549 +9%
MFS
2829
Madrona Financial Services
Washington
$350K -$8.35K -158 -2%
SI
2830
Saxon Interests
Texas
$350K +$4.97K +94 +1%
S
2831
Sachetta
Massachusetts
$350K +$21.1K +399 +7%
JAM
2832
JCIC Asset Management
Ontario, Canada
$349K -$2.91K -55 -0.9%
PWS
2833
Proactive Wealth Strategies
Georgia
$349K -$40.4K -765 -11%
DOA
2834
D'Orazio & Associates
Virginia
$348K +$106K +2,003 +46%
MFA
2835
Morling Financial Advisors
California
$347K – – –
BWM
2836
BNC Wealth Management
Oregon
$347K – – –
BSB
2837
Bangor Savings Bank
Maine
$347K -$53 -1 -0%
LAM
2838
Lifestyle Asset Management
Texas
$346K +$19.5K +368 +6%
CFG
2839
Carter Financial Group
Illinois
$346K -$33.5K -633 -9%
DWMS
2840
Dominguez Wealth Management Solutions
Virginia
$346K -$2.54K -48 -0.8%
JGIA
2841
Jackson Grant Investment Advisers
Connecticut
$345K +$53 +1 +0%
KCAM
2842
Kagan Cocozza Asset Management
New Jersey
$345K -$2.27K -43 -0.7%
GHA
2843
GW Henssler & Associates
Georgia
$345K +$9.04K +171 +3%
IWS
2844
Insight Wealth Strategies
California
$345K +$53.8K +1,017 +19%
FAT
2845
First American Trust
California
$344K -$111K -2,108 -25%
GPW
2846
Genesis Private Wealth
Virginia
$344K +$331K +6,253 New
FWP
2847
Fiduciary Wealth Partners
Massachusetts
$343K -$13K -245 -4%
LIA
2848
Lynx Investment Advisory
District of Columbia
$343K +$41.7K +789 +14%
PAS
2849
Professional Advisory Services
Florida
$343K – – –
LGG
2850
Luts & Greenleigh Group
Maryland
$343K +$1.69K +32 +0.5%
112 113
114
115 116