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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
2876
Mission Creek Capital Partners
California
$330K -$2.34K -44 -0.2%
KCAM
2877
Kagan Cocozza Asset Management
New Jersey
$330K -$7.61K -143 -2%
LWA
2878
LifeGoal Wealth Advisors
New York
$330K +$308K +5,789 New
MFG
2879
Mission Financial Group
Nevada
$328K +$307K +5,765 New
NC
2880
North Capital
Utah
$328K -$3.03K -57 -1%
CIM
2881
Capital Investment Management
Missouri
$328K -$372 -7 -0.1%
BAM
2882
Byrne Asset Management
New Jersey
$328K – – –
PWM
2883
Paulson Wealth Management
Illinois
$327K +$29.6K +557 +11%
SWR
2884
Spahn Wealth & Retirement
Arizona
$327K -$3M -56,408 -91%
MFS
2885
McNamara Financial Services
Massachusetts
$326K – – –
CWM
2886
Centric Wealth Management
Illinois
$326K – – –
CG
2887
Clarus Group
Texas
$326K +$1.12K +21 +0.4%
ATFA
2888
All Terrain Financial Advisors
Minnesota
$325K +$21.3K +400 +8%
IIM
2889
Ironwood Investment Management
Massachusetts
$324K -$1.17K -22 -0.4%
HC
2890
Hamilton Capital
Ohio
$323K +$301K +5,668 New
FZCM
2891
Flynn Zito Capital Management
New York
$323K +$266 +5 +0.1%
BWM
2892
BNB Wealth Management
Maryland
$321K -$4.63K -87 -2%
CPA
2893
Cardiff Park Advisors
California
$321K +$745 +14 +0.2%
BCM
2894
Banyan Capital Management
Georgia
$321K – – –
MCIA
2895
Mountain Capital Investment Advisors
Colorado
$320K -$25.8K -486 -8%
JDLA
2896
J. Derek Lewis & Associates
California
$320K -$978K -18,392 -77%
TCA
2897
Trifecta Capital Advisors
Illinois
$320K +$6.06K +114 +2%
PCM
2898
Passive Capital Management
Maryland
$320K -$30.5K -573 -9%
RLIM
2899
Red Lighthouse Investment Management
New York
$319K +$5.85K +110 +2%
WAP
2900
Wealth Analytics Partners
California
$319K – – –
114 115
116
117 118