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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
3101
Curat Global
New Hampshire
$261K -$363K -6,870 -59%
FWTB
3102
First Western Trust Bank
Colorado
$261K -$1.06K -20 -0.4%
DBIA
3103
Dumont & Blake Investment Advisors
New Jersey
$260K -$26.1K -494 -9%
B
3104
Bensler
Washington
$260K -$2.48K -47 -1%
CCM
3105
Canal Capital Management
Virginia
$260K +$16.9K +319 +7%
NG
3106
Northstar Group
New York
$260K +$5.02K +95 +2%
EFL
3107
ERn Financial LLC
Wisconsin
$260K -$9.94K -188 -4%
SL
3108
StoryOne LLC
Kansas
$260K – – –
CCA
3109
Cottonwood Capital Advisors
Utah
$260K +$793 +15 +0.3%
GT
3110
GreatBanc Trust
Illinois
$260K – – –
CFA
3111
CWS Financial Advisors
Michigan
$258K +$1K +19 +0.4%
WF
3112
WinCap Financial
Massachusetts
$258K -$13K -245 -5%
SA
3113
Strategic Advocates
Utah
$258K -$252K -4,758 -50%
SA
3114
Scarborough Advisors
Maryland
$257K +$101K +1,907 +69%
4A
3115
4Wealth Advisors
Illinois
$257K -$211 -4 -0.1%
CWM
3116
CCG Wealth Management
California
$257K -$102K -1,923 -29%
PWP
3117
Prasad Wealth Partners
Ohio
$257K +$1K +19 +0.4%
5W
3118
5T Wealth
California
$257K – – –
HIG
3119
Heritage Investment Group
Florida
$257K +$247K +4,664 New
AIA
3120
Accelerate Investment Advisors
California
$256K +$1.22K +23 +0.5%
EWA
3121
Eagle Wealth Advisors
Connecticut
$256K +$246K +4,658 New
PSP
3122
Principal Street Partners
Tennessee
$256K – – –
CP
3123
Creekside Partners
California
$256K – – –
LA
3124
Lifeworks Advisors
Michigan
$255K +$245K +4,644 New
PFC
3125
Phocas Financial Corp
California
$255K – – –
123 124
125
126 127