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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DAL
2926
Delta Accumulation LLC
California
$317K +$1.48K +28 +0.5%
LTAS
2927
Linden Thomas Advisory Services
North Carolina
$317K +$17K +322 +6%
BWP
2928
BlueStem Wealth Partners
Minnesota
$316K +$5.18K +98 +2%
RCM
2929
Requisite Capital Management
Texas
$316K -$56.2K -1,063 -16%
MCIA
2930
Mountain Capital Investment Advisors
Colorado
$315K +$2.96K +56 +0.9%
AT
2931
Arlington Trust
Alabama
$315K -$332K -6,272 -52%
SLT
2932
St Louis Trust
Missouri
$315K – – –
EFP
2933
Elser Financial Planning
Indiana
$315K +$303K +5,725 New
MFS
2934
McNamara Financial Services
Massachusetts
$315K – – –
IIM
2935
Ironwood Investment Management
Massachusetts
$315K – – –
BWM
2936
BNB Wealth Management
Maryland
$314K +$302K +5,713 New
MWM
2937
Maridea Wealth Management
New York
$314K +$1.11K +21 +0.4%
OPCM
2938
Osborne Partners Capital Management
California
$313K +$14.4K +273 +5%
FUBT
2939
First United Bank & Trust
Maryland
$312K -$23.4K -442 -7%
LRIA
2940
Leonard Rickey Investment Advisors
Washington
$312K -$22.9K -433 -7%
CG
2941
Clarus Group
Texas
$312K -$45.8K -867 -13%
GWM
2942
Goldenstone Wealth Management
California
$311K +$299K +5,659 New
MWS
2943
MFA Wealth Services
California
$311K +$2.91K +55 +1%
BZWA
2944
Blue Zone Wealth Advisors
California
$311K +$423 +8 +0.1%
AWM
2945
Activest Wealth Management
Florida
$310K -$393K -7,429 -57%
SRC
2946
Sage Rhino Capital
California
$310K -$9.41K -178 -3%
IPW
2947
Intergy Private Wealth
Colorado
$310K +$3.7K +70 +1%
FZCM
2948
Flynn Zito Capital Management
New York
$309K +$3.81K +72 +1%
GPA
2949
Guerra Pan Advisors
New Jersey
$309K -$21.7K -410 -7%
BCM
2950
Banyan Capital Management
Georgia
$309K – – –
116 117
118
119 120