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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
2976
Pettee Investors
Connecticut
$252K -$108K -2,100 -31%
HIM
2977
Hanlon Investment Management
New Jersey
$252K +$14.2K +275 +6%
GFA
2978
Godfrey Financial Associates
New York
$252K +$1.5K +29 +0.6%
MAA
2979
Mraz Amerine & Associates
California
$252K -$103K -2,000 -28%
G
2980
Gainplan
Michigan
$251K -$464 -9 -0.2%
MF
2981
Meridian Financial
Massachusetts
$251K – – –
B
2982
Barings
North Carolina
$251K -$5.88K -114 -2%
EAP
2983
Elevation Advisory Partners
Florida
$251K +$248K +4,806 New
MPIA
2984
Mountain Pacific Investment Advisers
Idaho
$251K -$36.1K -700 -12%
FSBI
2985
Fearless Solutions (Best Invest)
Texas
$250K -$23.5K -456 -8%
DCM
2986
DGS Capital Management
New Jersey
$250K -$116K -2,248 -30%
JWS
2987
Juncture Wealth Strategies
Arizona
$250K – – –
MLFP
2988
MPS Loria Financial Planners
Illinois
$249K +$1.14K +22 +0.4%
MAM
2989
Montchanin Asset Management
Delaware
$249K +$263K +5,100 New
SPWG
2990
Syntegra Private Wealth Group
Missouri
$249K -$39.2K -760 -13%
IRAG
2991
Investment Research & Advisory Group
Georgia
$249K +$826 +16 +0.3%
HCM
2992
Highview Capital Management
Illinois
$248K +$61.6K +1,194 +31%
BWP
2993
BSW Wealth Partners
Colorado
$248K +$4.54K +88 +2%
PHAM
2994
Palisades Hudson Asset Management
Florida
$248K – – –
CFS
2995
Commonwealth Financial Services
West Virginia
$247K +$41K +794 +19%
EWM
2996
Elmwood Wealth Management
California
$247K +$8.51K +165 +3%
AIP
2997
Avail Investment Partners
Pennsylvania
$247K +$262K +5,075 New
MHC
2998
Meyer Handelman Company
New York
$247K – – –
SWA
2999
Strategies Wealth Advisors
Michigan
$247K -$12.2K -236 -4%
HP
3000
Holistic Planning
Texas
$247K +$3.1K +60 +1%
118 119
120
121 122