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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMG
3076
AMG Asset Management Group
Georgia
$269K +$12K +226 +5%
VMMC
3077
V.M. Manning & Co
South Carolina
$269K +$251K +4,712 New
BBA
3078
Braun-Bostich & Associates
Pennsylvania
$268K +$250K +4,704 New
AIA
3079
Accelerate Investment Advisors
California
$267K -$1.06K -20 -0.4%
SA
3080
Scarborough Advisors
Maryland
$267K -$479 -9 -0.2%
1CM
3081
1492 Capital Management
Wisconsin
$266K -$9.73K -183 -4%
CAM
3082
Claret Asset Management
Quebec, Canada
$266K -$745 -14 -0.3%
5W
3083
5T Wealth
California
$266K – – –
EFL
3084
ERn Financial LLC
Wisconsin
$265K – – –
HIG
3085
Heritage Investment Group
Florida
$265K +$266 +5 +0.1%
FNB
3086
Farmers National Bank
Kentucky
$265K -$21.2K -399 -8%
AFP
3087
ATLas Financial Planning
Georgia
$265K – – –
UWP
3088
Uniting Wealth Partners
Kansas
$265K -$7.29K -137 -3%
PFC
3089
Phocas Financial Corp
California
$264K – – –
MEG
3090
Millstone Evans Group
Colorado
$263K -$454K -8,538 -65%
FFA
3091
Fi3 Financial Advisors
Indiana
$263K -$575K -10,815 -82%
BCI
3092
Blue Capital Inc
Nebraska
$262K -$1.6M -30,144 -87%
OIS
3093
Okabena Investment Services
Minnesota
$262K -$39.1K -735 -14%
MPCG
3094
Matrix Private Capital Group
New York
$261K – – –
PCP
3095
Panoramic Capital Partners
Oregon
$261K -$6.28K -118 -3%
FDDB
3096
Fidelity D&D Bancorp
Pennsylvania
$260K +$243K +4,566 New
PPWM
3097
PFG Private Wealth Management
Florida
$260K +$16.9K +317 +7%
GSIS
3098
Global Strategic Investment Solutions
Arizona
$259K +$7.92K +149 +3%
CIAM
3099
Caitong International Asset Management
Hong Kong
$258K +$241K +4,534 New
PWM
3100
Purus Wealth Management
California
$258K -$23.2K -436 -9%
122 123
124
125 126