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Bank of America
BAC

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