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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
2951
TL Private Wealth
Texas
$309K -$28.4K -538 -9%
PFM
2952
Phillips Financial Management
Indiana
$309K -$14.2K -268 -5%
KJHP
2953
K.J. Harrison & Partners
Ontario, Canada
$309K – – –
LBC
2954
Leigh Baldwin & Co
New York
$309K -$856K -16,199 -74%
PWAM
2955
Pinnacle West Asset Management
Wyoming
$309K -$3.96K -75 -1%
KWA
2956
Kondo Wealth Advisors
California
$309K -$1K -19 -0.3%
MFG
2957
Midwest Financial Group
Kansas
$309K +$53 +1 +0%
MCM
2958
Monument Capital Management
Virginia
$308K +$12.7K +240 +4%
KA
2959
Kozak & Associates
Colorado
$308K -$128K -2,418 -30%
FCFC
2960
First Commonwealth Financial Corp
Pennsylvania
$308K +$31.2K +590 +12%
CPA
2961
Cardiff Park Advisors
California
$308K -$2.33K -44 -0.8%
FSBI
2962
Fearless Solutions (Best Invest)
Texas
$307K -$1.16K -22 -0.4%
EA
2963
Ellsworth Advisors
Ohio
$307K -$1.69K -32 -0.5%
B
2964
Bayban
Minnesota
$307K +$295K +5,584 New
SIA
2965
Sage Investment Advisers
New York
$307K +$295K +5,580 New
SPW
2966
Signet Private Wealth
Illinois
$307K +$295K +5,575 New
YIM
2967
Yoffe Investment Management
Pennsylvania
$307K – – –
ICA
2968
Infrastructure Capital Advisors
New York
$306K -$37K -700 -11%
TFO
2969
Tarbox Family Office
California
$306K -$2.54K -48 -0.9%
SCA
2970
St. Clair Advisors
Ohio
$306K – – –
SCM
2971
SKBA Capital Management
California
$305K – – –
BIA
2972
Barry Investment Advisors
Massachusetts
$305K -$113K -2,139 -28%
CFO
2973
Collective Family Office
Pennsylvania
$305K +$8.83K +167 +3%
PWMG
2974
Pinnacle Wealth Management Group
Michigan
$304K -$31.7K -600 -10%
USWIA
2975
UP Strategic Wealth Investment Advisors
Pennsylvania
$304K – – –
117 118
119
120 121