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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
3126
Congress Park Capital
New York
$250K – – –
NSB
3127
Norway Savings Bank
Maine
$250K – – –
PHWM
3128
Pine Harbor Wealth Management
Maryland
$250K +$2.13K +40 +0.9%
EM
3129
ELCO Management
New York
$250K -$110K -2,061 -32%
WWMSC
3130
Wagner Wealth Management (South Carolina)
South Carolina
$250K +$5.96K +112 +3%
CFA
3131
Collaborative Fund Advisors
Nevada
$250K +$233K +4,382 New
HDIM
3132
Hanson & Doremus Investment Management
Vermont
$249K -$9.95K -187 -4%
SHWM
3133
Smith & Howard Wealth Management
Georgia
$249K – – –
MHFA
3134
Mission Hills Financial Advisory
California
$249K +$232K +4,366 New
BH
3135
Burk Holdings
Oklahoma
$249K – – –
TS
3136
Tamar Securities
California
$249K +$232K +4,363 New
TFG
3137
Taylor Financial Group
Virginia
$249K – – –
BF
3138
Baring Financial
Washington
$249K +$6.22K +117 +3%
JF
3139
JSF Financial
California
$249K -$7.66K -144 -3%
SWG
3140
Summit Wealth Group
Vermont
$248K -$6.17K -116 -3%
RCM
3141
Requisite Capital Management
Texas
$248K -$532 -10 -0.2%
TP
3142
Thayer Partners
Pennsylvania
$247K +$231K +4,343 New
MKW
3143
Mullaney, Keating & Wright
Connecticut
$247K +$53 +1 +0%
PIMG
3144
Patriot Investment Management Group
Tennessee
$247K +$53 +1 +0%
SAM
3145
Satovsky Asset Management
New York
$247K +$231K +4,336 New
SFG
3146
SageGuard Financial Group
Tennessee
$247K +$6.65K +125 +3%
AFGAS
3147
Allegiance Financial Group Advisory Services
Virginia
$247K -$10.2K -192 -4%
DWM
3148
Ducere Wealth Management
California
$247K +$230K +4,329 New
TPWM
3149
Twelve Points Wealth Management
Massachusetts
$246K -$4.63K -87 -2%
MWP
3150
Meriwether Wealth & Planning
Louisiana
$246K -$3.14K -59 -1%
124 125
126
127 128