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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
2951
Endeavor Private Wealth
Kansas
$250K -$81.8K -1,677 -26%
CIG
2952
Cascade Investment Group
Colorado
$250K +$3.42K +70 +1%
FFM
2953
Flagstone Financial Management
Nebraska
$249K – – –
NWMG
2954
Nicholson Wealth Management Group
South Carolina
$249K – – –
EWA
2955
Encompass Wealth Advisors
Oregon
$249K +$49 +1 +0%
CWA
2956
CogentBlue Wealth Advisors
Tennessee
$249K +$18.4K +378 +9%
MAM
2957
Marotta Asset Management
Virginia
$248K – – –
CPIA
2958
Cornell Pochily Investment Advisors
New York
$248K -$15K -307 -6%
HDIM
2959
Hanson & Doremus Investment Management
Vermont
$248K – – –
HIS
2960
Harvest Investment Services
Illinois
$248K -$8.68K -178 -4%
KPWG
2961
KFA Private Wealth Group
Virginia
$248K +$1.12K +23 +0.5%
MCC
2962
Money Concepts Capital
Florida
$247K +$233K +4,782 New
CAM
2963
Campion Asset Management
Virginia
$246K – – –
IWM
2964
IMG Wealth Management
Florida
$246K – – –
SFC
2965
Swisher Financial Concepts
Ohio
$246K -$17.1K -351 -7%
B
2966
Bensler
Washington
$246K -$9.46K -194 -4%
CIG
2967
Cairn Investment Group
Washington
$246K – – –
HA
2968
Hofer & Associates
California
$246K +$15.6K +320 +7%
FWTB
2969
First Western Trust Bank
Colorado
$246K -$16.2K -333 -7%
GSIS
2970
Global Strategic Investment Solutions
Arizona
$246K +$341 +7 +0.1%
KFS
2971
Kelly Financial Services
Massachusetts
$245K – – –
BIA
2972
BHK Investment Advisors
Alabama
$245K -$2.54K -52 -1%
PAWA
2973
Palo Alto Wealth Advisors
California
$244K +$222K +4,553 New
WA
2974
WP Advisors
California
$244K +$1.22K +25 +0.5%
GT
2975
GreatBanc Trust
Illinois
$243K +$230K +4,719 New
117 118
119
120 121