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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2901
Strategies Wealth Advisors
Michigan
$216K +$230K +5,167 New
TWM
2902
Trueblood Wealth Management
Ohio
$214K +$229K +5,140 New
DBIA
2903
Dumont & Blake Investment Advisors
New Jersey
$214K +$229K +5,131 New
GKIM
2904
GW&K Investment Management
Massachusetts
$214K -$4.19K -94 -2%
JWS
2905
Juncture Wealth Strategies
Arizona
$214K +$11.4K +256 +5%
ALA
2906
Atlas Legacy Advisors
California
$214K +$5.3K +119 +2%
PHAM
2907
Palisades Hudson Asset Management
Florida
$213K -$21.6K -484 -9%
LAM
2908
Lifestyle Asset Management
Texas
$213K +$7K +157 +3%
TPW
2909
TL Private Wealth
Texas
$213K – – –
SFGP
2910
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$213K -$5.7K -128 -2%
BOC
2911
Bull Oak Capital
California
$212K +$4.68K +105 +2%
DQRIM
2912
Dale Q Rice Investment Management
Washington
$212K +$226K +5,082 New
MHC
2913
Meyer Handelman Company
New York
$211K -$3.25K -73 -1%
ACL
2914
Applied Capital LLC
Florida
$211K – – –
WMN
2915
Wealth Management Nebraska
Nebraska
$211K +$17.6K +394 +8%
JFGLC
2916
Johnson Financial Group LLC (Colorado)
Colorado
$211K +$225K +5,054 New
NPF
2917
Norris Perne & French
Michigan
$211K – – –
WTA
2918
Washington Trust Advisors
Massachusetts
$210K +$5.88K +132 +3%
TRIA
2919
Trail Ridge Investment Advisors
Colorado
$210K -$61.5K -1,379 -22%
API
2920
Asset Planning Inc
California
$210K +$1.11K +25 +0.5%
BZWA
2921
Blue Zone Wealth Advisors
California
$209K -$7.98K -179 -3%
WS
2922
Wela Strategies
Georgia
$209K +$847 +19 +0.4%
EAMA
2923
EFG Asset Management (Americas)
Florida
$209K -$45.5K -1,022 -17%
HA
2924
Harfst & Associates
Wyoming
$209K -$1.96K -44 -0.9%
CA
2925
Corrado Advisors
New Jersey
$208K +$223 +5 +0.1%
115 116
117
118 119