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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
2901
Financial Advisors Network
California
$228K +$229K +5,197 New
BZWA
2902
Blue Zone Wealth Advisors
California
$228K +$228K +5,192 New
FFC
2903
Frederick Financial Consultants
Maryland
$228K +$228K +5,184 New
PBK
2904
Peoples Bank (Kansas)
Kansas
$227K – – –
NBWM
2905
North Berkeley Wealth Management
California
$227K +$227K +5,166 New
EWA
2906
Encompass Wealth Advisors
Oregon
$227K -$442K -10,052 -66%
GEA
2907
Glen Eagle Advisors
New Jersey
$226K +$88 +2 +0%
MHC
2908
Meyer Handelman Company
New York
$226K +$3.21K +73 +1%
SWMG
2909
Sard Wealth Management Group
Georgia
$224K +$1.28K +29 +0.6%
RB
2910
Renasant Bank
Mississippi
$224K – – –
JTWM
2911
Jackson Thornton Wealth Management
Alabama
$224K +$224K +5,088 New
RFG
2912
RFP Financial Group
Georgia
$223K – – –
DAL
2913
Delta Accumulation LLC
California
$223K +$1.45K +33 +0.6%
FDDB
2914
Fidelity D&D Bancorp
Pennsylvania
$223K – – –
ACL
2915
Applied Capital LLC
Florida
$222K +$223K +5,059 New
SWM
2916
Segment Wealth Management
Texas
$222K -$5.81K -132 -3%
HTIM
2917
Harbour Trust & Investment Management
Indiana
$222K -$11.4K -259 -5%
NPF
2918
Norris Perne & French
Michigan
$222K – – –
CIC
2919
Chilton Investment Company
Connecticut
$222K +$222K +5,046 New
HA
2920
Harfst & Associates
Wyoming
$222K +$222K +5,046 New
CCM
2921
Collar Capital Management
Wisconsin
$222K +$222K +5,044 New
LMKC
2922
L.M. Kohn & Company
Ohio
$221K +$222K +5,036 New
1CM
2923
1492 Capital Management
Wisconsin
$221K -$9.5K -216 -4%
CFFP
2924
Center for Financial Planning
Michigan
$220K -$10.3K -235 -4%
ALA
2925
Atlas Legacy Advisors
California
$220K +$220K +5,008 New
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117
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