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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
2976
Mountain Pacific Investment Advisers
Idaho
$293K – – –
SL
2977
StoryOne LLC
Kansas
$293K +$274K +5,143 New
FNA
2978
First National Advisers
Nebraska
$293K +$273K +5,139 New
LI
2979
LifeWealth Investments
Florida
$293K +$17.9K +336 +7%
JWS
2980
Juncture Wealth Strategies
Arizona
$292K – – –
PA
2981
Planning Alternatives
Michigan
$292K +$49.1K +924 +22%
GL
2982
Gerber LLC
Ohio
$291K +$4.36K +82 +2%
FSBI
2983
Fearless Solutions (Best Invest)
Texas
$291K -$1.06K -20 -0.4%
HA
2984
Hofer & Associates
California
$291K -$4.89K -92 -2%
MAM
2985
Montchanin Asset Management
Delaware
$291K – – –
TWM
2986
Trueblood Wealth Management
Ohio
$291K -$12.7K -239 -4%
PAM
2987
PVG Asset Management
Colorado
$290K – – –
CFO
2988
Collective Family Office
Pennsylvania
$290K -$5.58K -105 -2%
BW
2989
BXM Wealth
Colorado
$290K +$271K +5,090 New
PHAM
2990
Palisades Hudson Asset Management
Florida
$290K – – –
MAM
2991
Marotta Asset Management
Virginia
$289K +$2.77K +52 +1%
MHC
2992
Meyer Handelman Company
New York
$289K – – –
PWP
2993
Prasad Wealth Partners
Ohio
$288K +$19K +358 +8%
ACL
2994
Applied Capital LLC
Florida
$288K +$10.6K +200 +4%
BWM
2995
BKM Wealth Management
Wisconsin
$288K -$16.9K -318 -6%
TI
2996
Truepoint Inc
Ohio
$288K +$28.3K +533 +12%
MWM
2997
Manske Wealth Management
Texas
$288K +$7.23K +136 +3%
KA
2998
Kozak & Associates
Colorado
$288K -$12.6K -237 -5%
JHP
2999
James Hambro & Partners
United Kingdom
$288K -$16.3K -306 -6%
LBC
3000
Leigh Baldwin & Co
New York
$287K -$35K -659 -12%
118 119
120
121 122