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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2926
Requisite Capital Management
Texas
$208K -$12.9K -289 -5%
HPC
2927
Hobart Private Capital
North Carolina
$207K +$221K +4,957 New
RLIM
2928
Red Lighthouse Investment Management
New York
$207K – – –
1CM
2929
1492 Capital Management
Wisconsin
$207K -$3.25K -73 -1%
HWA
2930
HMV Wealth Advisors
Louisiana
$206K – – –
FCMT
2931
Founders Capital Management (Texas)
Texas
$206K +$45 +1 +0%
CWM
2932
Crowley Wealth Management
Delaware
$206K +$1.96K +44 +0.9%
CCM
2933
Collar Capital Management
Wisconsin
$206K -$5.08K -114 -2%
SL
2934
Sentinus LLC
Illinois
$205K +$219K +4,914 New
TPWM
2935
Twelve Points Wealth Management
Massachusetts
$205K -$14K -314 -6%
WAS
2936
Wealth Advisory Solutions
Indiana
$205K +$312 +7 +0.1%
ACM
2937
Ascent Capital Management
Oregon
$205K +$2.27K +51 +1%
AWA
2938
AmeriServ Wealth Advisors
Pennsylvania
$204K – – –
BAM
2939
Blueshift Asset Management
New Jersey
$204K +$218K +4,890 New
WP
2940
Wealthspan Partners
Iowa
$204K – – –
BWM
2941
BKM Wealth Management
Wisconsin
$204K +$446 +10 +0.2%
WC
2942
Weil Company
California
$204K – – –
MAM
2943
Marotta Asset Management
Virginia
$203K +$10.2K +228 +5%
EWA
2944
Encompass Wealth Advisors
Oregon
$202K -$14.4K -323 -6%
AT
2945
American Trust
Kentucky
$202K -$172K -3,854 -44%
CFFP
2946
Center for Financial Planning
Michigan
$202K -$7.89K -177 -4%
MWA
2947
Motive Wealth Advisors
Michigan
$202K -$25.7K -577 -11%
FFM
2948
Flagstone Financial Management
Nebraska
$202K – – –
EA
2949
Eclectic Associates
California
$202K +$11.8K +265 +6%
FGWP
2950
Founders Grove Wealth Partners
Virginia
$202K -$5.26K -118 -2%
116 117
118
119 120