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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2976
PVG Asset Management
Colorado
$243K +$6.05K +124 +3%
CCA
2977
Cottonwood Capital Advisors
Utah
$243K -$259K -5,305 -53%
CFSG
2978
Clark Financial Services Group
Missouri
$242K -$33.4K -684 -13%
RCA
2979
Riverview Capital Advisers
Massachusetts
$242K +$9.17K +188 +4%
4A
2980
4Wealth Advisors
Illinois
$242K +$341 +7 +0.1%
CFA
2981
CWS Financial Advisors
Michigan
$241K +$976 +20 +0.4%
RFA
2982
Resurgent Financial Advisors
Georgia
$241K -$42.8K -877 -16%
VI
2983
VanderPol Investments
Michigan
$241K +$223K +4,579 New
5W
2984
5T Wealth
California
$241K -$60.3K -1,236 -21%
LSIA
2985
LaSalle St. Investment Advisors
Illinois
$240K -$20.7K -425 -8%
PWP
2986
Prasad Wealth Partners
Ohio
$240K +$1.17K +24 +0.5%
PSP
2987
Principal Street Partners
Tennessee
$240K -$170K -3,484 -43%
CP
2988
Creekside Partners
California
$240K – – –
PFC
2989
Phocas Financial Corp
California
$239K – – –
AIA
2990
Accelerate Investment Advisors
California
$239K +$10.1K +207 +5%
NG
2991
Northstar Group
New York
$239K -$5.71K -117 -2%
VMMC
2992
V.M. Manning & Co
South Carolina
$238K +$228K +4,683 New
CFA
2993
Capstone Financial Advisors
Illinois
$238K +$2.98K +61 +1%
ATFA
2994
All Terrain Financial Advisors
Minnesota
$237K – – –
DI
2995
Disciplined Investments
Oklahoma
$237K +$98 +2 +0%
MPCG
2996
Matrix Private Capital Group
New York
$237K – – –
SWIG
2997
Strategic Wealth Investment Group
Kentucky
$237K +$224K +4,584 New
LFASL
2998
Lugano Financial Advisors SA (LFA)
Switzerland
$236K +$7.07K +145 +3%
HC
2999
Hoese & Co
Minnesota
$236K – – –
HCWM
3000
Hidden Cove Wealth Management
Washington
$235K +$223K +4,561 New
118 119
120
121 122