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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2951
Sachetta
Massachusetts
$235K -$18.4K -437 -8%
EE
2952
EWG Elevate
California
$234K +$208K +4,953 New
PIMG
2953
Patriot Investment Management Group
Tennessee
$234K +$208K +4,939 New
CFFP
2954
Center for Financial Planning
Michigan
$234K +$4.21K +100 +2%
WF
2955
WinCap Financial
Massachusetts
$234K +$208K +4,938 New
CWM
2956
Crowley Wealth Management
Delaware
$234K +$252 +6 +0.1%
CCM
2957
Collar Capital Management
Wisconsin
$233K – – –
RFG
2958
REAP Financial Group
Texas
$233K +$69.7K +1,657 +51%
MPIA
2959
Milestones Private Investment Advisors
New York
$233K +$207K +4,925 New
WC
2960
Weil Company
California
$232K +$1.22K +29 +0.6%
MAM
2961
Marotta Asset Management
Virginia
$232K -$9.59K -228 -4%
AWA
2962
AmeriServ Wealth Advisors
Pennsylvania
$232K – – –
CIS
2963
Custom Index Systems
New York
$231K +$206K +4,888 New
FH
2964
Financial Harvest
Florida
$231K +$206K +4,887 New
1CM
2965
1492 Capital Management
Wisconsin
$231K -$2.65K -63 -1%
WP
2966
Wealthspan Partners
Iowa
$231K – – –
TRIA
2967
Trail Ridge Investment Advisors
Colorado
$231K -$6.1K -145 -3%
MWM
2968
Manske Wealth Management
Texas
$229K +$204K +4,847 New
BMWM
2969
Brown Miller Wealth Management
Virginia
$229K +$203K +4,836 New
FFM
2970
Flagstone Financial Management
Nebraska
$229K – – –
EA
2971
Eclectic Associates
California
$229K – – –
NWMG
2972
Nicholson Wealth Management Group
South Carolina
$229K +$203K +4,832 New
EWA
2973
Encompass Wealth Advisors
Oregon
$228K -$589 -14 -0.3%
HDIM
2974
Hanson & Doremus Investment Management
Vermont
$228K – – –
SWA
2975
Sightline Wealth Advisors
Connecticut
$228K +$202K +4,808 New
117 118
119
120 121