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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3251
Cabot Wealth Management
Massachusetts
$216K +$207K +3,921 New
WFMPM
3252
Woodley Farra Manion Portfolio Management
Indiana
$215K -$18.1K -342 -8%
BIS
3253
BG Investment Services
Guam
$215K -$362K -6,845 -64%
MHFA
3254
Mission Hills Financial Advisory
California
$215K – – –
HCM
3255
Highview Capital Management
Illinois
$215K – – –
GG
3256
GenWealth Group
New Jersey
$214K +$198K +3,740 New
BBA
3257
Braun-Bostich & Associates
Pennsylvania
$213K +$205K +3,880 New
NMCM
3258
Nicholson Meyer Capital Management
Missouri
$213K -$26.4K -500 -11%
EHWM
3259
Eads & Heald Wealth Management
Georgia
$212K -$17.8K -336 -8%
LT
3260
Legacy Trust
Michigan
$212K +$204K +3,861 New
OSNBOA
3261
Old Second National Bank of Aurora
Illinois
$212K – – –
BWS
3262
Buck Wealth Strategies
Colorado
$212K -$5.39K -102 -3%
TW
3263
ticino wealth
California
$212K +$204K +3,850 New
BWMG
3264
Barnes Wealth Management Group
California
$212K +$203K +3,845 New
WSWA
3265
Warren Street Wealth Advisors
California
$211K -$27.6K -523 -12%
EA
3266
Echo45 Advisors
California
$211K +$203K +3,838 New
CWA
3267
Crusonia Wealth Advisors
Colorado
$211K +$203K +3,834 New
HWMG
3268
Harbour Wealth Management Group
South Carolina
$211K +$203K +3,833 New
CCG
3269
Catalina Capital Group
California
$210K +$202K +3,827 New
MP
3270
Moment Partners
California
$210K +$202K +3,826 New
FPH
3271
Financial Planning Hawaii
Hawaii
$210K +$202K +3,817 New
BMCM
3272
Burns Matteson Capital Management
New York
$209K +$201K +3,800 New
FIA
3273
FNY Investment Advisers
New York
$209K +$201K +3,800 New
NEWAS
3274
N.E.W. Advisory Services
Wisconsin
$209K +$2.75K +52 +1%
MA
3275
Modus Advisors
Minnesota
$208K +$200K +3,784 New
129 130
131
132 133