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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HDA
2926
Harold Davidson & Associates
California
$242K -$123K -2,923 -36%
ACL
2927
Applied Capital LLC
Florida
$242K +$2.1K +50 +1%
FWTB
2928
First Western Trust Bank
Colorado
$241K -$6.18K -147 -3%
PHAM
2929
Palisades Hudson Asset Management
Florida
$241K – – –
LSIA
2930
LaSalle St. Investment Advisors
Illinois
$240K -$8.96K -213 -4%
DBIA
2931
Dumont & Blake Investment Advisors
New Jersey
$240K -$2.65K -63 -1%
PPC
2932
Pennington Partners & Co
Maryland
$240K -$6.1K -145 -3%
NPF
2933
Norris Perne & French
Michigan
$240K +$715 +17 +0.3%
RWA
2934
Rooted Wealth Advisors
Illinois
$240K +$216K +5,131 New
MHC
2935
Meyer Handelman Company
New York
$240K – – –
GEA
2936
Glen Eagle Advisors
New Jersey
$240K -$5.38K -128 -2%
API
2937
Asset Planning Inc
California
$239K +$926 +22 +0.4%
VBWMG
2938
Von Berge Wealth Management Group
California
$239K +$210K +4,993 New
BOC
2939
Bull Oak Capital
California
$238K -$1.94K -46 -0.9%
WS
2940
Wela Strategies
Georgia
$238K +$883 +21 +0.4%
FCB
2941
First County Bank
Connecticut
$237K -$39.1K -930 -16%
AWP
2942
Avid Wealth Partners
Texas
$237K +$211K +5,012 New
YWM
2943
Yukon Wealth Management
Kansas
$237K +$211K +5,006 New
HA
2944
Harfst & Associates
Wyoming
$237K – – –
DGI
2945
Disciplined Growth Investors
Minnesota
$237K +$210K +5,000 New
BH
2946
Burk Holdings
Oklahoma
$237K -$47K -1,116 -18%
MWPCG
2947
Measured Wealth Private Client Group
New Hampshire
$236K +$210K +4,983 New
HIS
2948
Harvest Investment Services
Illinois
$236K +$210K +4,982 New
B
2949
Bensler
Washington
$235K -$20.5K -487 -9%
S
2950
Sachetta
Massachusetts
$235K -$18.4K -437 -8%
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118
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