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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2901
Ballast Advisors
Minnesota
$229K -$13.2K -299 -5%
AWA
2902
Alaska Wealth Advisors
Alaska
$228K +$704 +16 +0.3%
FAN
2903
Financial Advisors Network
California
$228K +$229K +5,197 New
BZWA
2904
Blue Zone Wealth Advisors
California
$228K +$228K +5,192 New
FFC
2905
Frederick Financial Consultants
Maryland
$228K +$228K +5,184 New
PBK
2906
Peoples Bank (Kansas)
Kansas
$227K – – –
NBWM
2907
North Berkeley Wealth Management
California
$227K +$227K +5,166 New
EWA
2908
Encompass Wealth Advisors
Oregon
$227K -$442K -10,052 -66%
GEA
2909
Glen Eagle Advisors
New Jersey
$226K +$88 +2 +0%
MHC
2910
Meyer Handelman Company
New York
$226K +$3.21K +73 +1%
SWMG
2911
Sard Wealth Management Group
Georgia
$224K +$1.28K +29 +0.6%
RB
2912
Renasant Bank
Mississippi
$224K – – –
JTWM
2913
Jackson Thornton Wealth Management
Alabama
$224K +$224K +5,088 New
RFG
2914
RFP Financial Group
Georgia
$223K – – –
DAL
2915
Delta Accumulation LLC
California
$223K +$1.45K +33 +0.6%
FDDB
2916
Fidelity D&D Bancorp
Pennsylvania
$223K – – –
ACL
2917
Applied Capital LLC
Florida
$222K +$223K +5,059 New
SWM
2918
Segment Wealth Management
Texas
$222K -$5.81K -132 -3%
HTIM
2919
Harbour Trust & Investment Management
Indiana
$222K -$11.4K -259 -5%
NPF
2920
Norris Perne & French
Michigan
$222K – – –
CIC
2921
Chilton Investment Company
Connecticut
$222K +$222K +5,046 New
HA
2922
Harfst & Associates
Wyoming
$222K +$222K +5,046 New
CCM
2923
Collar Capital Management
Wisconsin
$222K +$222K +5,044 New
LMKC
2924
L.M. Kohn & Company
Ohio
$221K +$222K +5,036 New
1CM
2925
1492 Capital Management
Wisconsin
$221K -$9.5K -216 -4%
115 116
117
118 119