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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2976
Pines Wealth Management
North Carolina
$227K +$196K +4,649 New
BWP
2977
BSW Wealth Partners
Colorado
$227K +$202K +4,804 New
BIA
2978
BHK Investment Advisors
Alabama
$227K -$1.22K -29 -0.6%
BFA
2979
Bill Few Associates
Pennsylvania
$227K +$202K +4,791 New
IRAG
2980
Investment Research & Advisory Group
Georgia
$227K +$589 +14 +0.3%
LI
2981
LifeWealth Investments
Florida
$227K +$201K +4,787 New
DAL
2982
Delta Accumulation LLC
California
$226K +$1.3K +31 +0.5%
KPWG
2983
KFA Private Wealth Group
Virginia
$226K +$201K +4,777 New
CAM
2984
Campion Asset Management
Virginia
$226K -$23.5K -559 -10%
CIG
2985
Cairn Investment Group
Washington
$226K +$201K +4,768 New
IWM
2986
IMG Wealth Management
Florida
$226K +$114K +2,707 +131%
HIF
2987
Hill Island Financial
Michigan
$226K +$201K +4,773 New
CIG
2988
Cascade Investment Group
Colorado
$226K +$201K +4,767 New
KFS
2989
Kelly Financial Services
Massachusetts
$225K +$200K +4,753 New
GSIS
2990
Global Strategic Investment Solutions
Arizona
$225K +$200K +4,753 New
NG
2991
Northstar Group
New York
$225K +$200K +4,745 New
SWMP
2992
Signature Wealth Management Partners
New Jersey
$224K -$24.2K -575 -11%
OR
2993
Olympiad Research
Connecticut
$224K -$247K -5,881 -55%
EHWM
2994
Eads & Heald Wealth Management
Georgia
$223K +$198K +4,707 New
WA
2995
WP Advisors
California
$222K +$198K +4,697 New
4A
2996
4Wealth Advisors
Illinois
$221K -$25.7K -611 -12%
CFA
2997
CWS Financial Advisors
Michigan
$220K +$196K +4,657 New
BWG
2998
Berry Wealth Group
Texas
$220K +$196K +4,651 New
CP
2999
Creekside Partners
California
$220K +$196K +4,647 New
PFC
3000
Phocas Financial Corp
California
$220K +$195K +4,640 New
118 119
120
121 122