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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGA
3051
Cambridge Financial Group (Arizona)
Arizona
$274K – – –
SAMC
3052
Spectrum Asset Management (California)
California
$274K +$53 +1 +0%
HA
3053
Hofer & Associates
California
$274K +$10.9K +207 +4%
MCC
3054
Money Concepts Capital
Florida
$273K +$9.62K +182 +4%
CIM
3055
Catalyst Investment Management
New Hampshire
$273K +$262K +4,959 New
PWM
3056
Purus Wealth Management
California
$273K -$12.3K -232 -4%
FL
3057
FreeGulliver LLC
Louisiana
$272K -$17.5K -331 -6%
IRAG
3058
Investment Research & Advisory Group
Georgia
$272K +$687 +13 +0.3%
AR
3059
Apeiron RIA
Texas
$272K +$265K +5,012 New
MPIA
3060
Milestones Private Investment Advisors
New York
$271K – – –
DA
3061
Detalus Advisors
Missouri
$271K +$260K +4,923 New
CF
3062
Convergence Financial
Missouri
$271K -$20.3K -384 -7%
NI
3063
NDVR Inc
Massachusetts
$270K +$260K +4,911 New
1CM
3064
1492 Capital Management
Wisconsin
$270K – – –
EWM
3065
Elmwood Wealth Management
California
$270K +$259K +4,906 New
LI
3066
LifeWealth Investments
Florida
$270K -$5.92K -112 -2%
HTIM
3067
Harbour Trust & Investment Management
Indiana
$270K -$19K -360 -7%
MAM
3068
Marotta Asset Management
Virginia
$269K – – –
HIM
3069
Hanlon Investment Management
New Jersey
$269K +$259K +4,896 New
EPW
3070
Endeavor Private Wealth
Kansas
$268K +$1.69K +32 +0.7%
CFSG
3071
Clark Financial Services Group
Missouri
$268K +$211 +4 +0.1%
ACL
3072
Applied Capital LLC
Florida
$267K -$11.1K -210 -4%
CIG
3073
Cascade Investment Group
Colorado
$266K +$53 +1 +0%
EA
3074
Eclectic Associates
California
$266K -$899 -17 -0.4%
NWMG
3075
Nicholson Wealth Management Group
South Carolina
$266K – – –
121 122
123
124 125