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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2876
Central Bank & Trust
Kentucky
$333K -$3.81K -72 -1%
RF
2877
Rossby Financial
Florida
$333K +$121K +2,288 +61%
UFF
2878
USA Financial Formulas
Michigan
$331K -$150K -2,836 -32%
1IA
2879
1834 Investment Advisors
Wisconsin
$331K -$162K -3,058 -34%
SIAP
2880
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$331K – – –
PGF
2881
Plan Group Financial
Oklahoma
$330K +$318K +6,007 New
RFG
2882
REAP Financial Group
Texas
$330K +$33.2K +629 +12%
VBFP
2883
Valtinson Bruner Financial Planning
Minnesota
$329K – – –
PWMG
2884
Private Wealth Management Group
New Jersey
$329K -$26.4K -500 -8%
WH
2885
Willner & Heller
California
$329K +$1.53K +29 +0.5%
HPIA
2886
Hamilton Point Investment Advisors
North Carolina
$329K -$423 -8 -0.1%
SNB
2887
Security National Bank
Nebraska
$329K +$132K +2,490 +71%
ACC
2888
Acorn Creek Capital
Colorado
$328K +$9.57K +181 +3%
SWGC
2889
Summit Wealth Group (Colorado)
Colorado
$328K -$1.47M -27,732 -82%
ITFISA
2890
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$327K -$891K -16,853 -74%
MAM
2891
McLaughlin Asset Management
Illinois
$327K +$314K +5,947 New
MWA
2892
Motive Wealth Advisors
Michigan
$326K +$1.37K +26 +0.4%
JESC
2893
J.E. Simmons & Co
Texas
$326K +$313K +5,921 New
AWM
2894
Abound Wealth Management
Tennessee
$326K +$16.5K +312 +6%
CA
2895
CWC Advisors
Oregon
$325K -$4.49K -85 -1%
TPWA
2896
Twin Peaks Wealth Advisors
California
$325K +$34.3K +649 +13%
MC
2897
Miramar Capital
Illinois
$325K – – –
WFA
2898
WMG Financial Advisors
Tennessee
$325K -$26.4K -499 -8%
AOWM
2899
Asset One Wealth Management
Washington
$324K +$317K +6,005 New
GA
2900
Goldstein Advisors
Wisconsin
$324K -$1.11K -21 -0.4%
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116
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