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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCIA
2926
Mountain Capital Investment Advisors
Colorado
$315K +$2.96K +56 +0.9%
AT
2927
Arlington Trust
Alabama
$315K -$332K -6,272 -52%
SLT
2928
St Louis Trust
Missouri
$315K – – –
EFP
2929
Elser Financial Planning
Indiana
$315K +$303K +5,725 New
MFS
2930
McNamara Financial Services
Massachusetts
$315K – – –
IIM
2931
Ironwood Investment Management
Massachusetts
$315K – – –
BWM
2932
BNB Wealth Management
Maryland
$314K +$302K +5,713 New
MWM
2933
Maridea Wealth Management
New York
$314K +$1.11K +21 +0.4%
OPCM
2934
Osborne Partners Capital Management
California
$313K +$14.4K +273 +5%
FUBT
2935
First United Bank & Trust
Maryland
$312K -$23.4K -442 -7%
LRIA
2936
Leonard Rickey Investment Advisors
Washington
$312K -$22.9K -433 -7%
CG
2937
Clarus Group
Texas
$312K -$45.8K -867 -13%
GWM
2938
Goldenstone Wealth Management
California
$311K +$299K +5,659 New
MWS
2939
MFA Wealth Services
California
$311K +$2.91K +55 +1%
BZWA
2940
Blue Zone Wealth Advisors
California
$311K +$423 +8 +0.1%
AWM
2941
Activest Wealth Management
Florida
$310K -$393K -7,429 -57%
SRC
2942
Sage Rhino Capital
California
$310K -$9.41K -178 -3%
IPW
2943
Intergy Private Wealth
Colorado
$310K +$3.7K +70 +1%
FZCM
2944
Flynn Zito Capital Management
New York
$309K +$3.81K +72 +1%
GPA
2945
Guerra Pan Advisors
New Jersey
$309K -$21.7K -410 -7%
BCM
2946
Banyan Capital Management
Georgia
$309K – – –
TPW
2947
TL Private Wealth
Texas
$309K -$28.4K -538 -9%
PFM
2948
Phillips Financial Management
Indiana
$309K -$14.2K -268 -5%
KJHP
2949
K.J. Harrison & Partners
Ontario, Canada
$309K – – –
LBC
2950
Leigh Baldwin & Co
New York
$309K -$856K -16,199 -74%
116 117
118
119 120