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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
3076
Clark Financial Services Group
Missouri
$268K +$211 +4 +0.1%
ACL
3077
Applied Capital LLC
Florida
$267K -$11.1K -210 -4%
CIG
3078
Cascade Investment Group
Colorado
$266K +$53 +1 +0%
EA
3079
Eclectic Associates
California
$266K -$899 -17 -0.4%
NWMG
3080
Nicholson Wealth Management Group
South Carolina
$266K – – –
SWM
3081
Steinberganna Wealth Management
New York
$266K +$42K +794 +20%
CWA
3082
CogentBlue Wealth Advisors
Tennessee
$265K – – –
HDIM
3083
Hanson & Doremus Investment Management
Vermont
$265K – – –
SP
3084
Symmetry Partners
Connecticut
$265K -$15.5K -294 -6%
CPIA
3085
Cornell Pochily Investment Advisors
New York
$265K +$370 +7 +0.1%
HA
3086
HFG Advisors
Ohio
$264K -$26.4K -500 -9%
UWP
3087
Uniting Wealth Partners
Kansas
$264K +$16.9K +319 +7%
MWM
3088
Manske Wealth Management
Texas
$264K -$5.66K -107 -2%
BFA
3089
Ballast Financial Advisors
Pennsylvania
$263K +$253K +4,784 New
AC
3090
Annandale Capital
Texas
$263K -$51.4K -973 -17%
NBWM
3091
North Berkeley Wealth Management
California
$263K +$253K +4,778 New
AWA
3092
AmeriServ Wealth Advisors
Pennsylvania
$263K -$6.29K -119 -2%
CAM
3093
Campion Asset Management
Virginia
$263K – – –
SFC
3094
Swisher Financial Concepts
Ohio
$263K +$211 +4 +0.1%
CIG
3095
Cairn Investment Group
Washington
$262K – – –
AFGAS
3096
Allegiance Financial Group Advisory Services
Virginia
$262K +$42.2K +799 +20%
GSIS
3097
Global Strategic Investment Solutions
Arizona
$262K – – –
KFS
3098
Kelly Financial Services
Massachusetts
$261K – – –
IWB
3099
Innovative Wealth Building
Maryland
$261K +$13.3K +251 +6%
WA
3100
WP Advisors
California
$261K +$1.27K +24 +0.5%
122 123
124
125 126