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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
3276
Catalina Capital Group
California
$210K +$202K +3,827 New
MP
3277
Moment Partners
California
$210K +$202K +3,826 New
FPH
3278
Financial Planning Hawaii
Hawaii
$210K +$202K +3,817 New
BMCM
3279
Burns Matteson Capital Management
New York
$209K +$201K +3,800 New
FIA
3280
FNY Investment Advisers
New York
$209K +$201K +3,800 New
NEWAS
3281
N.E.W. Advisory Services
Wisconsin
$209K +$2.75K +52 +1%
MA
3282
Modus Advisors
Minnesota
$208K +$200K +3,784 New
EB
3283
Exchange Bank
California
$208K -$39.3K -744 -16%
BWM
3284
Birchcreek Wealth Management
Ohio
$208K +$200K +3,780 New
SFS
3285
Security Financial Services
Indiana
$207K +$199K +3,770 New
VAM
3286
Verity Asset Management
North Carolina
$207K +$199K +3,764 New
SFS
3287
Sharp Financial Services
Pennsylvania
$207K +$199K +3,763 New
RHP
3288
Royal Harbor Partners
Texas
$206K +$198K +3,748 New
WC
3289
Weil Company
California
$206K -$69.1K -1,307 -26%
OC
3290
Optima Capital
Oregon
$206K +$198K +3,744 New
NA
3291
Nordwand Advisors
Pennsylvania
$206K -$21.4K -405 -10%
ISWM
3292
Intesa Sanpaolo Wealth Management
$206K +$198K +3,741 New
2WWM
3293
21 West Wealth Management
California
$205K +$197K +3,731 New
PWA
3294
Pitcairn Wealth Advisors
Pennsylvania
$205K +$197K +3,723 New
AAM
3295
Aureus Asset Management
Massachusetts
$205K +$197K +3,722 New
TFA
3296
Tobias Financial Advisors
Florida
$205K -$19.6K -371 -9%
SPAS
3297
Spectrum Planning & Advisory Services
California
$205K +$197K +3,719 New
CFG
3298
Compton Financial Group
Maryland
$204K +$197K +3,718 New
ELM
3299
Elite Life Management
Florida
$204K +$191K +3,616 New
GRA
3300
Golden Road Advisors
Florida
$204K +$196K +3,709 New
130 131
132
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