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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
2901
Plan Group Financial
Oklahoma
$319K -$38.7K -728 -11%
TRIA
2902
Trail Ridge Investment Advisors
Colorado
$319K +$585 +11 +0.2%
MWS
2903
MFA Wealth Services
California
$319K -$4.47K -84 -1%
SIA
2904
Sage Investment Advisers
New York
$318K +$319 +6 +0.1%
SI
2905
Saxon Interests
Texas
$318K +$5.05K +95 +2%
RFA
2906
RTD Financial Advisors
Pennsylvania
$318K +$61K +1,147 +26%
CT
2907
Clearstead Trust
Maine
$318K -$116K -2,185 -28%
MJFG
2908
Mars Jewett Financial Group
Washington
$318K +$296K +5,574 New
YIM
2909
Yoffe Investment Management
Pennsylvania
$318K – – –
CFGA
2910
Cambridge Financial Group (Arizona)
Arizona
$317K – – –
SFO
2911
Stenger Family Office
Illinois
$317K +$46.7K +878 +19%
SCA
2912
St. Clair Advisors
Ohio
$317K – – –
SCM
2913
SKBA Capital Management
California
$316K – – –
NA
2914
Nordwand Advisors
Pennsylvania
$316K +$74.5K +1,400 +34%
LIA
2915
Lynx Investment Advisory
District of Columbia
$316K -$28.9K -543 -9%
SMA
2916
Seven Mile Advisory
New Jersey
$315K -$4.89K -92 -2%
MAM
2917
Mainsail Asset Management
Alabama
$315K +$274K +5,144 New
RFS
2918
Richardson Financial Services
Massachusetts
$315K -$121K -2,273 -29%
NRG
2919
Nemes Rush Group
Michigan
$314K +$319 +6 +0.1%
LJHT
2920
Laurie J. Hall Trustee
$314K – – –
TPW
2921
TL Private Wealth
Texas
$314K +$53 +1 +0%
SC
2922
Seldon Capital
California
$314K – – –
APA
2923
Astoria Portfolio Advisors
New York
$313K -$8.75M -164,447 -97%
ODIJL
2924
One Day In July LLC
Vermont
$313K +$292K +5,498 New
BA
2925
Ballast Advisors
Minnesota
$313K -$12K -226 -4%
115 116
117
118 119