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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3051
CogentBlue Wealth Advisors
Tennessee
$276K +$6.65K +125 +3%
CIG
3052
Cascade Investment Group
Colorado
$276K +$53 +1 +0%
AI
3053
AXS Investments
New York
$276K -$49.1K -923 -16%
FCFC
3054
First Commonwealth Financial Corp
Pennsylvania
$276K -$8.03K -151 -3%
FFM
3055
Flagstone Financial Management
Nebraska
$276K – – –
NWMG
3056
Nicholson Wealth Management Group
South Carolina
$275K – – –
PWP
3057
Parkwoods Wealth Partners
New York
$275K +$257K +4,831 New
CPIA
3058
Cornell Pochily Investment Advisors
New York
$275K +$372 +7 +0.1%
KWMG
3059
King Wealth Management Group
Florida
$275K +$29K +546 +13%
LWM
3060
Lionshead Wealth Management
New York
$275K -$7.87K -148 -3%
RIP
3061
RAM Investment Partners
Washington
$274K +$6.17K +116 +2%
WA
3062
WP Advisors
California
$273K +$1.22K +23 +0.5%
BFA
3063
Ballast Financial Advisors
Pennsylvania
$273K – – –
AWA
3064
AmeriServ Wealth Advisors
Pennsylvania
$272K – – –
AC
3065
Annandale Capital
Texas
$272K – – –
CIG
3066
Cairn Investment Group
Washington
$272K – – –
SPWG
3067
Sage Private Wealth Group
Illinois
$271K +$2.13K +40 +0.8%
CCM
3068
Canal Capital Management
Virginia
$271K +$17K +319 +7%
CFA
3069
CWS Financial Advisors
Michigan
$271K +$1.44K +27 +0.6%
CCA
3070
Cottonwood Capital Advisors
Utah
$271K +$691 +13 +0.3%
FC
3071
Financial Consulate
Maryland
$270K +$9.63K +181 +4%
KFS
3072
Kelly Financial Services
Massachusetts
$270K -$851 -16 -0.3%
BWM
3073
Birchcreek Wealth Management
Ohio
$270K +$25.8K +485 +11%
PI
3074
Pettee Investors
Connecticut
$269K – – –
SFS
3075
Security Financial Services
Indiana
$269K +$19.6K +369 +8%
121 122
123
124 125