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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3026
Aletheian Wealth Advisors
Washington
$238K +$252K +4,880 New
ACL
3027
Applied Capital LLC
Florida
$237K – – –
FWTB
3028
First Western Trust Bank
Colorado
$237K +$5.93K +115 +2%
1CM
3029
1492 Capital Management
Wisconsin
$237K -$2.94K -57 -1%
MFP
3030
Meridian Financial Partners
Virginia
$236K +$42.1K +816 +21%
CIG
3031
Cascade Investment Group
Colorado
$236K – – –
EA
3032
Eclectic Associates
California
$236K +$52 +1 +0%
FFM
3033
Flagstone Financial Management
Nebraska
$236K -$82.6K -1,600 -25%
NWMG
3034
Nicholson Wealth Management Group
South Carolina
$236K – – –
CA
3035
Cannon Advisors
North Carolina
$235K +$31.2K +604 +14%
CPIA
3036
Cornell Pochily Investment Advisors
New York
$235K +$464 +9 +0.2%
EMC
3037
Everest Management Corp
California
$235K +$39.9K +774 +19%
LI
3038
LifeWealth Investments
Florida
$234K -$5.37K -104 -2%
EWA
3039
Eagle Wealth Advisors
Connecticut
$234K +$7.12K +138 +3%
BFA
3040
Ballast Financial Advisors
Pennsylvania
$233K – – –
UWP
3041
Uniting Wealth Partners
Kansas
$233K -$1.29K -25 -0.5%
AC
3042
Annandale Capital
Texas
$233K – – –
SA
3043
Scarborough Advisors
Maryland
$233K +$5.11K +99 +2%
SFC
3044
Swisher Financial Concepts
Ohio
$233K +$206 +4 +0.1%
SL
3045
Salomon & Ludwin
Virginia
$233K -$10.3K -200 -4%
IWB
3046
Innovative Wealth Building
Maryland
$233K +$1.45K +28 +0.6%
CAM
3047
Campion Asset Management
Virginia
$233K – – –
AWA
3048
AmeriServ Wealth Advisors
Pennsylvania
$233K – – –
WA
3049
WP Advisors
California
$233K +$1.39K +27 +0.6%
VAMG
3050
Voisard Asset Management Group
Michigan
$232K -$123K -2,376 -33%
120 121
122
123 124