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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
2826
Asset Advisors Investment Management
Georgia
$354K -$53 -1 -0%
CA
2827
Capital Advantage
California
$353K +$12.6K +238 +4%
DA
2828
Dover Advisors
Virginia
$353K -$60K -1,136 -15%
1WM
2829
1900 Wealth Management
Texas
$352K +$339K +6,408 New
PCFFS
2830
Pacific Center for Financial Services
California
$352K – – –
CWA
2831
Clarity Wealth Advisors
California
$351K -$15K -284 -4%
SWM
2832
Shelton Wealth Management
Texas
$351K +$29K +549 +9%
MFS
2833
Madrona Financial Services
Washington
$350K -$8.35K -158 -2%
SI
2834
Saxon Interests
Texas
$350K +$4.97K +94 +1%
S
2835
Sachetta
Massachusetts
$350K +$21.1K +399 +7%
JAM
2836
JCIC Asset Management
Ontario, Canada
$349K -$2.91K -55 -0.9%
PWS
2837
Proactive Wealth Strategies
Georgia
$349K -$40.4K -765 -11%
DOA
2838
D'Orazio & Associates
Virginia
$348K +$106K +2,003 +46%
MFA
2839
Morling Financial Advisors
California
$347K – – –
BWM
2840
BNC Wealth Management
Oregon
$347K – – –
BSB
2841
Bangor Savings Bank
Maine
$347K -$53 -1 -0%
LAM
2842
Lifestyle Asset Management
Texas
$346K +$19.5K +368 +6%
CFG
2843
Carter Financial Group
Illinois
$346K -$33.5K -633 -9%
DWMS
2844
Dominguez Wealth Management Solutions
Virginia
$346K -$2.54K -48 -0.8%
JGIA
2845
Jackson Grant Investment Advisers
Connecticut
$345K +$53 +1 +0%
KCAM
2846
Kagan Cocozza Asset Management
New Jersey
$345K -$2.27K -43 -0.7%
GHA
2847
GW Henssler & Associates
Georgia
$345K +$9.04K +171 +3%
IWS
2848
Insight Wealth Strategies
California
$345K +$53.8K +1,017 +19%
FAT
2849
First American Trust
California
$344K -$111K -2,108 -25%
GPW
2850
Genesis Private Wealth
Virginia
$344K +$331K +6,253 New
112 113
114
115 116