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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3076
CogentBlue Wealth Advisors
Tennessee
$265K – – –
HDIM
3077
Hanson & Doremus Investment Management
Vermont
$265K – – –
SP
3078
Symmetry Partners
Connecticut
$265K -$15.5K -294 -6%
CPIA
3079
Cornell Pochily Investment Advisors
New York
$265K +$370 +7 +0.1%
HA
3080
HFG Advisors
Ohio
$264K -$26.4K -500 -9%
UWP
3081
Uniting Wealth Partners
Kansas
$264K +$16.9K +319 +7%
MWM
3082
Manske Wealth Management
Texas
$264K -$5.66K -107 -2%
BFA
3083
Ballast Financial Advisors
Pennsylvania
$263K +$253K +4,784 New
AC
3084
Annandale Capital
Texas
$263K -$51.4K -973 -17%
NBWM
3085
North Berkeley Wealth Management
California
$263K +$253K +4,778 New
AWA
3086
AmeriServ Wealth Advisors
Pennsylvania
$263K -$6.29K -119 -2%
CAM
3087
Campion Asset Management
Virginia
$263K – – –
SFC
3088
Swisher Financial Concepts
Ohio
$263K +$211 +4 +0.1%
CIG
3089
Cairn Investment Group
Washington
$262K – – –
AFGAS
3090
Allegiance Financial Group Advisory Services
Virginia
$262K +$42.2K +799 +20%
GSIS
3091
Global Strategic Investment Solutions
Arizona
$262K – – –
KFS
3092
Kelly Financial Services
Massachusetts
$261K – – –
IWB
3093
Innovative Wealth Building
Maryland
$261K +$13.3K +251 +6%
WA
3094
WP Advisors
California
$261K +$1.27K +24 +0.5%
CG
3095
Curat Global
New Hampshire
$261K -$363K -6,870 -59%
FWTB
3096
First Western Trust Bank
Colorado
$261K -$1.06K -20 -0.4%
DBIA
3097
Dumont & Blake Investment Advisors
New Jersey
$260K -$26.1K -494 -9%
B
3098
Bensler
Washington
$260K -$2.48K -47 -1%
CCM
3099
Canal Capital Management
Virginia
$260K +$16.9K +319 +7%
NG
3100
Northstar Group
New York
$260K +$5.02K +95 +2%
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