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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
3076
Bell & Brown Wealth Advisors
California
$214K -$5.03K -103 -2%
VIPI
3077
Vista Investment Partners II
Indiana
$214K -$22.4K -459 -10%
WA
3078
Waterford Advisors
New York
$213K +$202K +4,131 New
FWM
3079
FSA Wealth Management
Massachusetts
$213K +$195 +4 +0.1%
SFO
3080
Stenger Family Office
Illinois
$213K +$196K +4,009 New
TI
3081
Truepoint Inc
Ohio
$211K +$200K +4,096 New
IG
3082
IFS Group
Pennsylvania
$211K +$203K +4,168 New
TFA
3083
Tobias Financial Advisors
Florida
$211K +$200K +4,091 New
RGC
3084
Roberts, Glore & Co
Illinois
$211K +$200K +4,090 New
PWP
3085
Parkwoods Wealth Partners
New York
$211K -$52.1K -1,067 -21%
PAS
3086
PKS Advisory Services
New York
$210K +$199K +4,080 New
RAG
3087
RIA Advisory Group
Iowa
$210K +$199K +4,077 New
MCM
3088
McRae Capital Management
New Jersey
$210K +$199K +4,071 New
SL
3089
Salomon & Ludwin
Virginia
$209K +$118K +2,424 +142%
CIM
3090
Chapman Investment Management
California
$209K +$198K +4,058 New
GSAM
3091
Grant Street Asset Management
Pennsylvania
$209K +$198K +4,052 New
RI
3092
Ridgewood Investments
New Jersey
$209K – – –
CC
3093
Constitution Capital
Connecticut
$209K +$198K +4,050 New
SWM
3094
Steinberganna Wealth Management
New York
$208K +$197K +4,036 New
NSB
3095
Norway Savings Bank
Maine
$208K -$13.4K -275 -6%
FDCP
3096
Foster Dykema Cabot & Partners
Massachusetts
$208K +$124K +2,549 +172%
SAM
3097
Satovsky Asset Management
New York
$208K +$196K +4,022 New
RCA
3098
Runnymede Capital Advisors
Ohio
$207K +$196K +4,019 New
SWM
3099
Scissortail Wealth Management
Oklahoma
$207K -$14.3K -293 -7%
SCA
3100
Stuart Chaussee & Associates
California
$206K – – –
122 123
124
125 126