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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2901
Acorn Wealth Advisors
Michigan
$267K +$39.7K +813 +19%
WAS
2902
Wealth Advisory Solutions
Indiana
$266K +$1.76K +36 +0.7%
TC
2903
Touchstone Capital
Pennsylvania
$266K +$252K +5,161 New
SWA
2904
Strategies Wealth Advisors
Michigan
$266K -$1.56K -32 -0.6%
JWS
2905
Juncture Wealth Strategies
Arizona
$265K – – –
TPWA
2906
Twin Peaks Wealth Advisors
California
$264K +$31K +635 +14%
SP
2907
Symmetry Partners
Connecticut
$264K +$249K +5,110 New
PHAM
2908
Palisades Hudson Asset Management
Florida
$263K – – –
PAM
2909
Peak Asset Management
Colorado
$262K -$22K -450 -8%
GA
2910
GSG Advisors
New Jersey
$262K – – –
MLFP
2911
MPS Loria Financial Planners
Illinois
$262K -$60.1K -1,231 -20%
ACL
2912
Applied Capital LLC
Florida
$262K -$1.9K -39 -0.8%
MHC
2913
Meyer Handelman Company
New York
$261K – – –
API
2914
Asset Planning Inc
California
$261K +$1.02K +21 +0.4%
PCM
2915
Prelude Capital Management
New York
$261K -$311K -6,384 -56%
TBT
2916
Texas Bank & Trust
Texas
$261K -$338K -6,934 -58%
WC
2917
Weil Company
California
$261K +$7.27K +149 +3%
FNB
2918
Farmers National Bank
Kentucky
$261K +$29.1K +596 +13%
TA
2919
TFB Advisors
Kansas
$260K -$79.3K -1,626 -24%
BOC
2920
Bull Oak Capital
California
$260K – – –
CFO
2921
Custos Family Office
Texas
$260K +$245K +5,031 New
LI
2922
LifeWealth Investments
Florida
$259K +$11.3K +231 +5%
BWP
2923
BSW Wealth Partners
Colorado
$259K +$10.4K +214 +4%
DCM
2924
DGS Capital Management
New Jersey
$258K +$244K +5,010 New
FCFC
2925
First Commonwealth Financial Corp
Pennsylvania
$258K +$244K +5,006 New
115 116
117
118 119