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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EE
2951
EWG Elevate
California
$234K +$208K +4,953 New
PIMG
2952
Patriot Investment Management Group
Tennessee
$234K +$208K +4,939 New
CFFP
2953
Center for Financial Planning
Michigan
$234K +$4.21K +100 +2%
WF
2954
WinCap Financial
Massachusetts
$234K +$208K +4,938 New
CWM
2955
Crowley Wealth Management
Delaware
$234K +$252 +6 +0.1%
CCM
2956
Collar Capital Management
Wisconsin
$233K – – –
RFG
2957
REAP Financial Group
Texas
$233K +$69.7K +1,657 +51%
MPIA
2958
Milestones Private Investment Advisors
New York
$233K +$207K +4,925 New
WC
2959
Weil Company
California
$232K +$1.22K +29 +0.6%
MAM
2960
Marotta Asset Management
Virginia
$232K -$9.59K -228 -4%
AWA
2961
AmeriServ Wealth Advisors
Pennsylvania
$232K – – –
CIS
2962
Custom Index Systems
New York
$231K +$206K +4,888 New
FH
2963
Financial Harvest
Florida
$231K +$206K +4,887 New
1CM
2964
1492 Capital Management
Wisconsin
$231K -$2.65K -63 -1%
WP
2965
Wealthspan Partners
Iowa
$231K – – –
TRIA
2966
Trail Ridge Investment Advisors
Colorado
$231K -$6.1K -145 -3%
MWM
2967
Manske Wealth Management
Texas
$229K +$204K +4,847 New
BMWM
2968
Brown Miller Wealth Management
Virginia
$229K +$203K +4,836 New
FFM
2969
Flagstone Financial Management
Nebraska
$229K – – –
EA
2970
Eclectic Associates
California
$229K – – –
NWMG
2971
Nicholson Wealth Management Group
South Carolina
$229K +$203K +4,832 New
EWA
2972
Encompass Wealth Advisors
Oregon
$228K -$589 -14 -0.3%
HDIM
2973
Hanson & Doremus Investment Management
Vermont
$228K – – –
SWA
2974
Sightline Wealth Advisors
Connecticut
$228K +$202K +4,808 New
PWM
2975
Pines Wealth Management
North Carolina
$227K +$196K +4,649 New
117 118
119
120 121