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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2851
St. Clair Advisors
Ohio
$244K +$245K +5,560 New
TBT
2852
Texas Bank & Trust
Texas
$244K +$244K +5,557 New
WH
2853
Willner & Heller
California
$244K +$1.41K +32 +0.6%
SCM
2854
SKBA Capital Management
California
$244K – – –
KWA
2855
Kondo Wealth Advisors
California
$244K +$244K +5,545 New
CWA
2856
Clarity Wealth Advisors
California
$243K +$308 +7 +0.1%
VF
2857
Virtu Financial
New York
$243K +$243K +5,520 New
SFC
2858
Swisher Financial Concepts
Ohio
$242K +$308 +7 +0.1%
FCB
2859
First County Bank
Connecticut
$242K -$128K -2,902 -34%
CAM
2860
Campion Asset Management
Virginia
$242K -$2.86K -65 -1%
SC
2861
Seldon Capital
California
$242K – – –
SIAG
2862
Signet Investment Advisory Group
Rhode Island
$242K – – –
CFA
2863
Capstone Financial Advisors
Illinois
$241K – – –
FGG
2864
Financial Guidance Group
Florida
$241K – – –
PIMG
2865
Patriot Investment Management Group
Tennessee
$241K -$8.67K -197 -3%
B
2866
Bensler
Washington
$241K +$241K +5,480 New
PWM
2867
Purus Wealth Management
California
$240K +$240K +5,466 New
RLIM
2868
Red Lighthouse Investment Management
New York
$239K – – –
AWA
2869
Alta Wealth Advisors
Massachusetts
$239K -$12K -273 -5%
UWM
2870
USAdvisors Wealth Management
Minnesota
$239K +$7.26K +165 +3%
RFA
2871
Resurgent Financial Advisors
Georgia
$239K +$2.95K +67 +1%
FPF
2872
First Pacific Financial
Washington
$239K +$13.7K +312 +6%
4A
2873
4Wealth Advisors
Illinois
$238K +$238K +5,418 New
MWA
2874
Motive Wealth Advisors
Michigan
$238K +$238K +5,414 New
MFG
2875
Midwest Financial Group
Kansas
$238K -$3.3K -75 -1%
113 114
115
116 117