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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2851
Resurgent Financial Advisors
Georgia
$263K +$14K +333 +6%
KCP
2852
Kera Capital Partners
California
$263K +$233K +5,549 New
PFM
2853
Patton Fund Management
Texas
$263K +$233K +5,549 New
PWM
2854
Purus Wealth Management
California
$262K +$6.86K +163 +3%
RCM
2855
Requisite Capital Management
Texas
$262K +$23K +547 +11%
PAM
2856
Peak Asset Management
Colorado
$262K -$13.2K -313 -5%
ACM
2857
Ascent Capital Management
Oregon
$261K +$25.9K +615 +13%
AWA
2858
Alta Wealth Advisors
Massachusetts
$261K – – –
SI
2859
Saxon Interests
Texas
$261K – – –
LJHT
2860
Laurie J. Hall Trustee
$261K – – –
SC
2861
Seldon Capital
California
$260K – – –
EAM
2862
Everstar Asset Management
North Carolina
$260K -$18K -428 -7%
CFO
2863
Collective Family Office
Pennsylvania
$260K -$62.2K -1,478 -21%
BA
2864
Ballast Advisors
Minnesota
$260K +$9.17K +218 +4%
FGG
2865
Financial Guidance Group
Florida
$260K – – –
LTAS
2866
Linden Thomas Advisory Services
North Carolina
$260K -$36.1K -859 -14%
RLIM
2867
Red Lighthouse Investment Management
New York
$259K +$1.35K +32 +0.6%
AWA
2868
Aletheian Wealth Advisors
Washington
$259K -$10.4K -248 -4%
JTWM
2869
Jackson Thornton Wealth Management
Alabama
$258K +$230K +5,472 New
RC
2870
Rahlfs Capital
Texas
$258K -$120K -2,850 -34%
GWA
2871
Gibson Wealth Advisors
Texas
$258K +$5.26K +125 +2%
BIA
2872
Barry Investment Advisors
Massachusetts
$258K -$151K -3,601 -40%
AWM
2873
Abound Wealth Management
Tennessee
$257K -$1.05K -25 -0.5%
SIAG
2874
Signet Investment Advisory Group
Rhode Island
$257K -$3.15K -75 -1%
CCM
2875
Condor Capital Management
New Jersey
$257K +$228K +5,422 New
113 114
115
116 117