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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2951
Trueblood Wealth Management
Ohio
$260K -$310 -6 -0.1%
CCMIC
2952
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$260K -$105K -2,035 -28%
WMN
2953
Wealth Management Nebraska
Nebraska
$260K +$929 +18 +0.3%
OIS
2954
Okabena Investment Services
Minnesota
$260K +$275K +5,326 New
WWMP
2955
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$260K -$1.24K -24 -0.4%
PAW
2956
Plan A Wealth
Nebraska
$259K -$6.29K -122 -2%
MWM
2957
MinichMacGregor Wealth Management
New York
$259K -$43.1K -836 -14%
ATFA
2958
All Terrain Financial Advisors
Minnesota
$258K +$36.1K +700 +15%
WTA
2959
Washington Trust Advisors
Massachusetts
$258K -$4.8K -93 -2%
MSG
2960
Main Street Group
Virginia
$257K – – –
WAP
2961
Wealth Analytics Partners
California
$257K -$980 -19 -0.4%
RRA
2962
Round Rock Advisors
Connecticut
$256K -$105K -2,042 -28%
TCM
2963
Traub Capital Management
Massachusetts
$256K – – –
ORAM
2964
One River Asset Management
Connecticut
$256K +$271K +5,253 New
GA
2965
GSG Advisors
New Jersey
$256K +$4.49K +87 +2%
S4W
2966
Solutions 4 Wealth
Texas
$255K +$310 +6 +0.1%
M
2967
MOTCO
Texas
$255K +$100K +1,942 +59%
NC
2968
NewSquare Capital
Pennsylvania
$255K -$52 -1 -0%
HA
2969
Hofer & Associates
California
$254K +$11.7K +226 +5%
MMG
2970
Monetary Management Group
Missouri
$254K – – –
GB
2971
Goepper Burkhardt
South Carolina
$253K +$206 +4 +0.1%
CFO
2972
Collective Family Office
Pennsylvania
$253K -$18K -348 -6%
AWA
2973
Acorn Wealth Advisors
Michigan
$253K +$8.72K +169 +3%
PWM
2974
Paulson Wealth Management
Illinois
$253K +$268K +5,186 New
WF
2975
WinCap Financial
Massachusetts
$252K +$25K +485 +10%
117 118
119
120 121