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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2901
McNamara Financial Services
Massachusetts
$326K – – –
CWM
2902
Centric Wealth Management
Illinois
$326K – – –
CG
2903
Clarus Group
Texas
$326K +$1.12K +21 +0.4%
ATFA
2904
All Terrain Financial Advisors
Minnesota
$325K +$21.3K +400 +8%
IIM
2905
Ironwood Investment Management
Massachusetts
$324K -$1.17K -22 -0.4%
HC
2906
Hamilton Capital
Ohio
$323K +$301K +5,668 New
FZCM
2907
Flynn Zito Capital Management
New York
$323K +$266 +5 +0.1%
BWM
2908
BNB Wealth Management
Maryland
$321K -$4.63K -87 -2%
CPA
2909
Cardiff Park Advisors
California
$321K +$745 +14 +0.2%
BCM
2910
Banyan Capital Management
Georgia
$321K – – –
MCIA
2911
Mountain Capital Investment Advisors
Colorado
$320K -$25.8K -486 -8%
JDLA
2912
J. Derek Lewis & Associates
California
$320K -$978K -18,392 -77%
TCA
2913
Trifecta Capital Advisors
Illinois
$320K +$6.06K +114 +2%
PCM
2914
Passive Capital Management
Maryland
$320K -$30.5K -573 -9%
RLIM
2915
Red Lighthouse Investment Management
New York
$319K +$5.85K +110 +2%
WAP
2916
Wealth Analytics Partners
California
$319K – – –
PGF
2917
Plan Group Financial
Oklahoma
$319K -$38.7K -728 -11%
TRIA
2918
Trail Ridge Investment Advisors
Colorado
$319K +$585 +11 +0.2%
MWS
2919
MFA Wealth Services
California
$319K -$4.47K -84 -1%
SIA
2920
Sage Investment Advisers
New York
$318K +$319 +6 +0.1%
SI
2921
Saxon Interests
Texas
$318K +$5.05K +95 +2%
RFA
2922
RTD Financial Advisors
Pennsylvania
$318K +$61K +1,147 +26%
CT
2923
Clearstead Trust
Maine
$318K -$116K -2,185 -28%
MJFG
2924
Mars Jewett Financial Group
Washington
$318K +$296K +5,574 New
YIM
2925
Yoffe Investment Management
Pennsylvania
$318K – – –
115 116
117
118 119