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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
3126
Center for Financial Planning
Michigan
$255K -$16K -302 -6%
CFA
3127
Capstone Financial Advisors
Illinois
$255K +$1.53K +29 +0.6%
BMM
3128
Berkshire Money Management
Massachusetts
$255K +$245K +4,637 New
LHP
3129
Lexington Hill Partners
Texas
$254K +$244K +4,624 New
PCP
3130
Panoramic Capital Partners
Oregon
$254K +$3.59K +68 +1%
WAS
3131
Wealth Advisory Solutions
Indiana
$254K -$29.2K -553 -11%
ATFA
3132
All Terrain Financial Advisors
Minnesota
$253K – – –
DI
3133
Disciplined Investments
Oklahoma
$253K +$106 +2 +0%
CIS
3134
Custom Index Systems
New York
$253K -$103K -1,945 -30%
MPCG
3135
Matrix Private Capital Group
New York
$252K – – –
RCA
3136
Riverview Capital Advisers
Massachusetts
$252K -$5.29K -100 -2%
VI
3137
VanderPol Investments
Michigan
$252K +$317 +6 +0.1%
TPWM
3138
Twelve Points Wealth Management
Massachusetts
$251K +$4.76K +90 +2%
LFASL
3139
Lugano Financial Advisors SA (LFA)
Switzerland
$251K – – –
TCWM
3140
Total Clarity Wealth Management
Illinois
$251K +$6.82K +129 +3%
SWG
3141
Summit Wealth Group
Vermont
$250K +$20K +378 +9%
SWMP
3142
Signature Wealth Management Partners
New Jersey
$250K – – –
CWAF
3143
Core Wealth Advisors (Florida)
Florida
$250K +$240K +4,539 New
CCM
3144
Collar Capital Management
Wisconsin
$249K -$21.1K -400 -8%
AFO
3145
Arrowroot Family Office
California
$249K +$239K +4,525 New
CF
3146
Claris Financial
Virginia
$249K +$951 +18 +0.4%
TWM
3147
Tripletail Wealth Management
Florida
$248K – – –
BFA
3148
Brendel Financial Advisors
New Hampshire
$248K +$11.5K +217 +5%
SLWA
3149
San Luis Wealth Advisors
California
$246K -$26.4K -500 -10%
EIA
3150
Eastover Investment Advisors
North Carolina
$246K – – –
124 125
126
127 128