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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
3251
Carmel Capital Partners
California
$209K +$195K +3,660 New
FL
3252
FreeGulliver LLC
Louisiana
$208K +$194K +3,657 New
SIC
3253
SFE Investment Counsel
California
$208K +$194K +3,656 New
BWS
3254
Buck Wealth Strategies
Colorado
$208K +$194K +3,650 New
DA
3255
Drake & Associates
Wisconsin
$208K +$194K +3,649 New
CWR
3256
Chico Wealth RIA
California
$208K +$194K +3,646 New
VPWA
3257
Vestia Personal Wealth Advisors
Indiana
$208K +$194K +3,645 New
BBP
3258
Banco BTG Pactual
Brazil
$208K +$194K +3,643 New
EA
3259
Emerald Advisors
Washington
$208K +$194K +3,642 New
LSWM
3260
Lorne Steinberg Wealth Management
Canada
$207K +$194K +3,641 New
FFG
3261
First Financial Group
North Carolina
$207K +$193K +3,625 New
WOSD
3262
WFA of San Diego
California
$207K -$21.3K -400 -11%
RCG
3263
Ruane, Cunniff & Goldfarb
New York
$207K +$193K +3,625 New
YWM
3264
Yoder Wealth Management
California
$206K +$193K +3,623 New
FWM
3265
Fonville Wealth Management
Virginia
$206K -$41.4K -779 -18%
GG
3266
GenWealth Group
New Jersey
$206K +$193K +3,622 New
CP
3267
Creekside Partners
California
$206K +$193K +3,621 New
MWM
3268
MOKAN Wealth Management
Kansas
$206K +$193K +3,620 New
SFB
3269
STAR Financial Bank
Indiana
$206K +$192K +3,619 New
BFA
3270
Bill Few Associates
Pennsylvania
$206K +$192K +3,610 New
HIS
3271
Harvest Investment Services
Illinois
$206K +$192K +3,607 New
CFSG
3272
Clark Financial Services Group
Missouri
$205K +$192K +3,606 New
BRWM
3273
Blue Rock Wealth Management
North Carolina
$205K -$36.1K -678 -16%
GF
3274
GGM Financials
Ohio
$204K +$957 +18 +0.5%
CGPCS
3275
Capital Group Private Client Services
California
$204K +$191K +3,587 New
129 130
131
132 133