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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIOT
2926
Massachusetts Institute of Technology
Massachusetts
$313K +$292K +5,486 New
FGG
2927
Financial Guidance Group
Florida
$313K – – –
RC
2928
Rahlfs Capital
Texas
$311K – – –
SGFG
2929
Silver Grove Financial Group
New York
$311K +$957 +18 +0.3%
SR
2930
Syntax Research
Florida
$310K +$372 +7 +0.1%
PSP
2931
Principal Street Partners
Tennessee
$310K +$45.4K +853 +19%
API
2932
Asset Planning Inc
California
$310K +$1.06K +20 +0.4%
BSB
2933
Bangor Savings Bank
Maine
$309K -$46.5K -874 -14%
AWA
2934
Aletheian Wealth Advisors
Washington
$309K +$28.8K +542 +11%
QCIG
2935
Quad-Cities Investment Group
Iowa
$309K +$266 +5 +0.1%
GEA
2936
Glen Eagle Advisors
New Jersey
$308K +$18.7K +352 +7%
PCFFS
2937
Pacific Center for Financial Services
California
$307K -$3.99K -75 -1%
LI
2938
Latash Investments
Alaska
$307K – – –
BEC
2939
Blue Edge Capital
Virginia
$307K -$867K -16,300 -75%
AIM
2940
Allen Investment Management
New York
$306K – – –
AWM
2941
Abound Wealth Management
Tennessee
$305K -$54.4K -1,022 -16%
NIM
2942
Nexus Investment Management
Ontario, Canada
$305K – – –
MPCL
2943
My Personal CFO LLC
Washington
$305K -$71.3K -1,340 -20%
EWM
2944
Elmwood Wealth Management
California
$304K +$14.2K +267 +5%
MWM
2945
MinichMacGregor Wealth Management
New York
$304K +$1.12K +21 +0.4%
GA
2946
GSG Advisors
New Jersey
$304K +$4.31K +81 +2%
GPA
2947
Guerra Pan Advisors
New Jersey
$304K -$7.55K -142 -3%
WWMP
2948
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$304K +$213 +4 +0.1%
YWM
2949
Yukon Wealth Management
Kansas
$303K +$283K +5,326 New
SHGA
2950
Sand Hill Global Advisors
California
$303K -$5.74K -108 -2%
116 117
118
119 120