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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
3026
Congress Park Capital
New York
$227K – – –
RFA
3027
RTD Financial Advisors
Pennsylvania
$226K – – –
SHWM
3028
Smith & Howard Wealth Management
Georgia
$225K -$92.2K -1,889 -30%
NMCM
3029
Nicholson Meyer Capital Management
Missouri
$225K -$9.76K -200 -4%
WSWA
3030
Warren Street Wealth Advisors
California
$225K +$213K +4,365 New
TFG
3031
Taylor Financial Group
Virginia
$225K – – –
FC
3032
Financial Consulate
Maryland
$225K +$213K +4,361 New
PHWM
3033
Pine Harbor Wealth Management
Maryland
$224K +$212K +4,349 New
CWMGO
3034
Capstone Wealth Management Group (Oregon)
Oregon
$224K +$212K +4,345 New
RIM
3035
Redwood Investment Management
Arizona
$224K -$76.9K -1,576 -27%
MKW
3036
Mullaney, Keating & Wright
Connecticut
$224K +$49 +1 +0%
SWA
3037
Sightline Wealth Advisors
Connecticut
$223K -$23.2K -476 -10%
PIMG
3038
Patriot Investment Management Group
Tennessee
$223K -$29.6K -607 -12%
WIM
3039
Waverton Investment Management
United Kingdom
$223K -$107K -2,200 -34%
KA
3040
Kercheville Advisors
Texas
$223K +$195 +4 +0.1%
PWA
3041
Provenance Wealth Advisors
Florida
$223K – – –
DOA
3042
D'Orazio & Associates
Virginia
$223K -$3.61K -74 -2%
BRWM
3043
Blue Rock Wealth Management
North Carolina
$223K – – –
BFA
3044
Brendel Financial Advisors
New Hampshire
$221K – – –
FNC
3045
First National Corp
Massachusetts
$221K +$213K +4,356 New
KFS
3046
Kaizen Financial Strategies
California
$220K -$15.5K -317 -7%
SDWIA
3047
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$220K – – –
WFMPM
3048
Woodley Farra Manion Portfolio Management
Indiana
$220K – – –
LOIP
3049
Live Oak Investment Partners
Texas
$220K +$341 +7 +0.2%
MPM
3050
Meritage Portfolio Management
Kansas
$219K -$9.76K -200 -4%
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122
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