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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2976
WP Advisors
California
$244K +$1.22K +25 +0.5%
GT
2977
GreatBanc Trust
Illinois
$243K +$230K +4,719 New
PAM
2978
PVG Asset Management
Colorado
$243K +$6.05K +124 +3%
CCA
2979
Cottonwood Capital Advisors
Utah
$243K -$259K -5,305 -53%
CFSG
2980
Clark Financial Services Group
Missouri
$242K -$33.4K -684 -13%
RCA
2981
Riverview Capital Advisers
Massachusetts
$242K +$9.17K +188 +4%
4A
2982
4Wealth Advisors
Illinois
$242K +$341 +7 +0.1%
CFA
2983
CWS Financial Advisors
Michigan
$241K +$976 +20 +0.4%
RFA
2984
Resurgent Financial Advisors
Georgia
$241K -$42.8K -877 -16%
VI
2985
VanderPol Investments
Michigan
$241K +$223K +4,579 New
5W
2986
5T Wealth
California
$241K -$60.3K -1,236 -21%
LSIA
2987
LaSalle St. Investment Advisors
Illinois
$240K -$20.7K -425 -8%
PWP
2988
Prasad Wealth Partners
Ohio
$240K +$1.17K +24 +0.5%
PSP
2989
Principal Street Partners
Tennessee
$240K -$170K -3,484 -43%
CP
2990
Creekside Partners
California
$240K – – –
PFC
2991
Phocas Financial Corp
California
$239K – – –
AIA
2992
Accelerate Investment Advisors
California
$239K +$10.1K +207 +5%
NG
2993
Northstar Group
New York
$239K -$5.71K -117 -2%
VMMC
2994
V.M. Manning & Co
South Carolina
$238K +$228K +4,683 New
CFA
2995
Capstone Financial Advisors
Illinois
$238K +$2.98K +61 +1%
ATFA
2996
All Terrain Financial Advisors
Minnesota
$237K – – –
DI
2997
Disciplined Investments
Oklahoma
$237K +$98 +2 +0%
MPCG
2998
Matrix Private Capital Group
New York
$237K – – –
SWIG
2999
Strategic Wealth Investment Group
Kentucky
$237K +$224K +4,584 New
LFASL
3000
Lugano Financial Advisors SA (LFA)
Switzerland
$236K +$7.07K +145 +3%
118 119
120
121 122