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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3051
Provenance Wealth Advisors
Florida
$204K -$8.2K -195 -4%
KA
3052
Kercheville Advisors
Texas
$204K +$182K +4,317 New
EI
3053
Ellevest Inc
New York
$204K +$182K +4,317 New
BRWM
3054
Blue Rock Wealth Management
North Carolina
$204K +$182K +4,315 New
RWM
3055
Reston Wealth Management
Virginia
$204K +$181K +4,309 New
NSB
3056
Norway Savings Bank
Maine
$204K +$181K +4,308 New
EP
3057
Essential Partners
California
$204K +$181K +4,307 New
SWM
3058
Scissortail Wealth Management
Oklahoma
$203K +$181K +4,299 New
BST
3059
Bath Savings Trust
Maine
$203K +$181K +4,293 New
BFA
3060
Brendel Financial Advisors
New Hampshire
$203K +$181K +4,291 New
CA
3061
Callahan Advisors
Texas
$203K +$180K +4,287 New
CF
3062
Claris Financial
Virginia
$203K +$180K +4,284 New
SDWIA
3063
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$202K +$180K +4,267 New
FDW
3064
Fourth Dimension Wealth
Ohio
$202K +$47.4K +1,126 +36%
WFMPM
3065
Woodley Farra Manion Portfolio Management
Indiana
$202K +$179K +4,260 New
LOIP
3066
Live Oak Investment Partners
Texas
$201K +$179K +4,252 New
IIM
3067
Ipswich Investment Management
Massachusetts
$201K +$179K +4,250 New
BBWA
3068
Bell & Brown Wealth Advisors
California
$201K +$179K +4,249 New
DBG
3069
De Burlo Group
Massachusetts
$201K +$179K +4,248 New
EB
3070
Exchange Bank
California
$201K +$178K +4,239 New
FWM
3071
FSA Wealth Management
Massachusetts
$195K +$168 +4 +0.1%
MAM
3072
Meeder Asset Management
Ohio
$194K +$26.1K +621 +18%
RI
3073
Ridgewood Investments
New Jersey
$192K – – –
SCA
3074
Stuart Chaussee & Associates
California
$189K – – –
OSNBOA
3075
Old Second National Bank of Aurora
Illinois
$183K – – –
121 122
123
124 125