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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
G
2851
GenTrust
Florida
$295K -$318K -6,171 -50%
EA
2852
Ellsworth Advisors
Ohio
$295K +$11.2K +218 +4%
ACC
2853
Acorn Creek Capital
Colorado
$295K +$4.44K +86 +1%
TPWA
2854
Twin Peaks Wealth Advisors
California
$294K +$14K +272 +5%
USWIA
2855
UP Strategic Wealth Investment Advisors
Pennsylvania
$294K +$10.3K +200 +4%
SIP
2856
Snowwater Investment Partners
Connecticut
$294K -$31.4K -609 -9%
VBFP
2857
Valtinson Bruner Financial Planning
Minnesota
$294K +$1.91K +37 +0.6%
1IA
2858
1834 Investment Advisors
Wisconsin
$293K – – –
SIAP
2859
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$293K – – –
WH
2860
Willner & Heller
California
$293K +$1.81K +35 +0.6%
JCA
2861
January Capital Advisors
California
$292K +$309K +5,986 New
HPIA
2862
Hamilton Point Investment Advisors
North Carolina
$292K – – –
HFO
2863
Heritage Family Offices
Arizona
$291K +$308K +5,973 New
OPCM
2864
Osborne Partners Capital Management
California
$291K +$14K +272 +5%
1CP
2865
17 Capital Partners
Arizona
$290K -$42.6K -825 -12%
MAM
2866
McLaughlin Asset Management
Illinois
$290K -$155 -3 -0.1%
IAAG
2867
Innovative Asset Advisors Group
Connecticut
$290K +$307K +5,944 New
KCAM
2868
Kagan Cocozza Asset Management
New Jersey
$289K -$17.6K -341 -5%
JESC
2869
J.E. Simmons & Co
Texas
$289K – – –
MWA
2870
Motive Wealth Advisors
Michigan
$289K -$877 -17 -0.3%
CWA
2871
Centennial Wealth Advisory
Michigan
$288K -$92.7K -1,797 -23%
CA
2872
CWC Advisors
Oregon
$288K – – –
MC
2873
Miramar Capital
Illinois
$288K – – –
AWAU
2874
Alliance Wealth Advisors (Utah)
Utah
$288K -$43.4K -842 -12%
GA
2875
Goldstein Advisors
Wisconsin
$287K +$361 +7 +0.1%
113 114
115
116 117