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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MKW
3051
Mullaney, Keating & Wright
Connecticut
$205K +$182K +4,337 New
SWGC
3052
Summit Wealth Group (Colorado)
Colorado
$205K +$182K +4,321 New
PWA
3053
Provenance Wealth Advisors
Florida
$204K -$8.2K -195 -4%
KA
3054
Kercheville Advisors
Texas
$204K +$182K +4,317 New
EI
3055
Ellevest Inc
New York
$204K +$182K +4,317 New
BRWM
3056
Blue Rock Wealth Management
North Carolina
$204K +$182K +4,315 New
RWM
3057
Reston Wealth Management
Virginia
$204K +$181K +4,309 New
NSB
3058
Norway Savings Bank
Maine
$204K +$181K +4,308 New
EP
3059
Essential Partners
California
$204K +$181K +4,307 New
SWM
3060
Scissortail Wealth Management
Oklahoma
$203K +$181K +4,299 New
BST
3061
Bath Savings Trust
Maine
$203K +$181K +4,293 New
BFA
3062
Brendel Financial Advisors
New Hampshire
$203K +$181K +4,291 New
CA
3063
Callahan Advisors
Texas
$203K +$180K +4,287 New
CF
3064
Claris Financial
Virginia
$203K +$180K +4,284 New
SDWIA
3065
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$202K +$180K +4,267 New
FDW
3066
Fourth Dimension Wealth
Ohio
$202K +$47.4K +1,126 +36%
WFMPM
3067
Woodley Farra Manion Portfolio Management
Indiana
$202K +$179K +4,260 New
LOIP
3068
Live Oak Investment Partners
Texas
$201K +$179K +4,252 New
IIM
3069
Ipswich Investment Management
Massachusetts
$201K +$179K +4,250 New
BBWA
3070
Bell & Brown Wealth Advisors
California
$201K +$179K +4,249 New
DBG
3071
De Burlo Group
Massachusetts
$201K +$179K +4,248 New
EB
3072
Exchange Bank
California
$201K +$178K +4,239 New
FWM
3073
FSA Wealth Management
Massachusetts
$195K +$168 +4 +0.1%
MAM
3074
Meeder Asset Management
Ohio
$194K +$26.1K +621 +18%
RI
3075
Ridgewood Investments
New Jersey
$192K – – –
121 122
123
124 125