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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2851
Forefront Wealth Partners
Texas
$344K -$16.4K -309 -5%
PWM
2852
Pines Wealth Management
North Carolina
$343K -$2.5K -47 -0.8%
SIAP
2853
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$343K – – –
MAM
2854
McLaughlin Asset Management
Illinois
$343K +$3.78K +71 +1%
WF
2855
WinCap Financial
Massachusetts
$343K +$44.2K +832 +16%
MFG
2856
Midwest Financial Group
Kansas
$343K -$5.26K -99 -2%
JAM
2857
JCIC Asset Management
Ontario, Canada
$342K – – –
HA
2858
Huntleigh Advisors
Missouri
$342K +$12.7K +238 +4%
LAM
2859
LECAP Asset Management
United Kingdom
$342K -$332K -6,249 -51%
1CP
2860
17 Capital Partners
Arizona
$341K +$2.02K +38 +0.6%
VBFP
2861
Valtinson Bruner Financial Planning
Minnesota
$341K -$1.97K -37 -0.6%
HPIA
2862
Hamilton Point Investment Advisors
North Carolina
$341K – – –
KJHP
2863
K.J. Harrison & Partners
Ontario, Canada
$341K +$18.9K +355 +6%
OPCM
2864
Osborne Partners Capital Management
California
$340K – – –
IWS
2865
Insight Wealth Strategies
California
$338K -$24.5K -461 -7%
OWCM
2866
One Wealth Capital Management
Arizona
$338K +$316K +5,934 New
CGFA
2867
Colton Groome Financial Advisors
North Carolina
$337K +$315K +5,922 New
JESC
2868
J.E. Simmons & Co
Texas
$337K – – –
CMF
2869
Counterpoint Mutual Funds
California
$337K -$10.5K -197 -3%
JCA
2870
January Capital Advisors
California
$337K -$3.78K -71 -1%
UOTTAIMCU
2871
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$337K -$4M -75,300 -93%
GSAM
2872
Grant Street Asset Management
Pennsylvania
$337K +$81.7K +1,536 +35%
MC
2873
Miramar Capital
Illinois
$336K – – –
AWAU
2874
Alliance Wealth Advisors (Utah)
Utah
$336K – – –
FUBT
2875
First United Bank & Trust
Maryland
$336K +$13.1K +246 +4%
113 114
115
116 117