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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
3001
Hofer & Associates
California
$291K -$4.89K -92 -2%
MAM
3002
Montchanin Asset Management
Delaware
$291K – – –
TWM
3003
Trueblood Wealth Management
Ohio
$291K -$12.7K -239 -4%
PAM
3004
PVG Asset Management
Colorado
$290K – – –
CFO
3005
Collective Family Office
Pennsylvania
$290K -$5.58K -105 -2%
BW
3006
BXM Wealth
Colorado
$290K +$271K +5,090 New
PHAM
3007
Palisades Hudson Asset Management
Florida
$290K – – –
MAM
3008
Marotta Asset Management
Virginia
$289K +$2.77K +52 +1%
MHC
3009
Meyer Handelman Company
New York
$289K – – –
PWP
3010
Prasad Wealth Partners
Ohio
$288K +$19K +358 +8%
ACL
3011
Applied Capital LLC
Florida
$288K +$10.6K +200 +4%
BWM
3012
BKM Wealth Management
Wisconsin
$288K -$16.9K -318 -6%
TI
3013
Truepoint Inc
Ohio
$288K +$28.3K +533 +12%
MWM
3014
Manske Wealth Management
Texas
$288K +$7.23K +136 +3%
KA
3015
Kozak & Associates
Colorado
$288K -$12.6K -237 -5%
JHP
3016
James Hambro & Partners
United Kingdom
$288K -$16.3K -306 -6%
LBC
3017
Leigh Baldwin & Co
New York
$287K -$35K -659 -12%
SWA
3018
Strategies Wealth Advisors
Michigan
$287K -$1.38K -26 -0.5%
FCG
3019
Fielder Capital Group
Tennessee
$286K +$5.21K +98 +2%
PAM
3020
Peak Asset Management
Colorado
$286K – – –
CBT
3021
CoreFirst Bank & Trust
Kansas
$286K – – –
SAMC
3022
Spectrum Asset Management (California)
California
$285K +$53 +1 +0%
HA
3023
Harfst & Associates
Wyoming
$285K – – –
PWG
3024
Private Wealth Group
Florida
$285K +$266K +4,993 New
PAW
3025
Plan A Wealth
Nebraska
$284K -$17.6K -330 -6%
119 120
121
122 123