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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3026
Canal Capital Management
Virginia
$227K +$976 +20 +0.5%
HAS
3027
Holland Advisory Services
Florida
$227K +$195 +4 +0.1%
CPC
3028
Congress Park Capital
New York
$227K – – –
RFA
3029
RTD Financial Advisors
Pennsylvania
$226K – – –
SHWM
3030
Smith & Howard Wealth Management
Georgia
$225K -$92.2K -1,889 -30%
NMCM
3031
Nicholson Meyer Capital Management
Missouri
$225K -$9.76K -200 -4%
WSWA
3032
Warren Street Wealth Advisors
California
$225K +$213K +4,365 New
TFG
3033
Taylor Financial Group
Virginia
$225K – – –
FC
3034
Financial Consulate
Maryland
$225K +$213K +4,361 New
PHWM
3035
Pine Harbor Wealth Management
Maryland
$224K +$212K +4,349 New
CWMGO
3036
Capstone Wealth Management Group (Oregon)
Oregon
$224K +$212K +4,345 New
RIM
3037
Redwood Investment Management
Arizona
$224K -$76.9K -1,576 -27%
MKW
3038
Mullaney, Keating & Wright
Connecticut
$224K +$49 +1 +0%
SWA
3039
Sightline Wealth Advisors
Connecticut
$223K -$23.2K -476 -10%
PIMG
3040
Patriot Investment Management Group
Tennessee
$223K -$29.6K -607 -12%
WIM
3041
Waverton Investment Management
United Kingdom
$223K -$107K -2,200 -34%
KA
3042
Kercheville Advisors
Texas
$223K +$195 +4 +0.1%
PWA
3043
Provenance Wealth Advisors
Florida
$223K – – –
DOA
3044
D'Orazio & Associates
Virginia
$223K -$3.61K -74 -2%
BRWM
3045
Blue Rock Wealth Management
North Carolina
$223K – – –
BFA
3046
Brendel Financial Advisors
New Hampshire
$221K – – –
FNC
3047
First National Corp
Massachusetts
$221K +$213K +4,356 New
KFS
3048
Kaizen Financial Strategies
California
$220K -$15.5K -317 -7%
SDWIA
3049
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$220K – – –
WFMPM
3050
Woodley Farra Manion Portfolio Management
Indiana
$220K – – –
120 121
122
123 124