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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
3101
Spectrum Investment Advisors
Wisconsin
$252K +$236K +4,430 New
MWA
3102
Madson Wealth Advisors
California
$252K +$236K +4,429 New
NS
3103
Northland Securities
Minnesota
$252K – – –
DBIA
3104
Dumont & Blake Investment Advisors
New Jersey
$252K -$17.8K -335 -7%
MFG
3105
Monte Financial Group
Connecticut
$252K +$216K +4,064 New
WAS
3106
Wealth Advisory Solutions
Indiana
$251K -$14.5K -272 -6%
HAS
3107
Holland Advisory Services
Florida
$251K +$213 +4 +0.1%
PFA
3108
Plotkin Financial Advisors
Maryland
$251K – – –
CPC
3109
Congress Park Capital
New York
$250K – – –
NSB
3110
Norway Savings Bank
Maine
$250K – – –
PHWM
3111
Pine Harbor Wealth Management
Maryland
$250K +$2.13K +40 +0.9%
EM
3112
ELCO Management
New York
$250K -$110K -2,061 -32%
WWMSC
3113
Wagner Wealth Management (South Carolina)
South Carolina
$250K +$5.96K +112 +3%
CFA
3114
Collaborative Fund Advisors
Nevada
$250K +$233K +4,382 New
HDIM
3115
Hanson & Doremus Investment Management
Vermont
$249K -$9.95K -187 -4%
SHWM
3116
Smith & Howard Wealth Management
Georgia
$249K – – –
MHFA
3117
Mission Hills Financial Advisory
California
$249K +$232K +4,366 New
BH
3118
Burk Holdings
Oklahoma
$249K – – –
TS
3119
Tamar Securities
California
$249K +$232K +4,363 New
TFG
3120
Taylor Financial Group
Virginia
$249K – – –
BF
3121
Baring Financial
Washington
$249K +$6.22K +117 +3%
JF
3122
JSF Financial
California
$249K -$7.66K -144 -3%
SWG
3123
Summit Wealth Group
Vermont
$248K -$6.17K -116 -3%
RCM
3124
Requisite Capital Management
Texas
$248K -$532 -10 -0.2%
TP
3125
Thayer Partners
Pennsylvania
$247K +$231K +4,343 New
123 124
125
126 127