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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
3276
Exchange Bank
California
$208K -$39.3K -744 -16%
BWM
3277
Birchcreek Wealth Management
Ohio
$208K +$200K +3,780 New
SFS
3278
Security Financial Services
Indiana
$207K +$199K +3,770 New
VAM
3279
Verity Asset Management
North Carolina
$207K +$199K +3,764 New
SFS
3280
Sharp Financial Services
Pennsylvania
$207K +$199K +3,763 New
RHP
3281
Royal Harbor Partners
Texas
$206K +$198K +3,748 New
WC
3282
Weil Company
California
$206K -$69.1K -1,307 -26%
OC
3283
Optima Capital
Oregon
$206K +$198K +3,744 New
NA
3284
Nordwand Advisors
Pennsylvania
$206K -$21.4K -405 -10%
ISWM
3285
Intesa Sanpaolo Wealth Management
$206K +$198K +3,741 New
2WWM
3286
21 West Wealth Management
California
$205K +$197K +3,731 New
PWA
3287
Pitcairn Wealth Advisors
Pennsylvania
$205K +$197K +3,723 New
AAM
3288
Aureus Asset Management
Massachusetts
$205K +$197K +3,722 New
TFA
3289
Tobias Financial Advisors
Florida
$205K -$19.6K -371 -9%
SPAS
3290
Spectrum Planning & Advisory Services
California
$205K +$197K +3,719 New
CFG
3291
Compton Financial Group
Maryland
$204K +$197K +3,718 New
ELM
3292
Elite Life Management
Florida
$204K +$191K +3,616 New
GRA
3293
Golden Road Advisors
Florida
$204K +$196K +3,709 New
I2I
3294
Insight 2811 Inc
Illinois
$204K +$196K +3,705 New
ACM
3295
Armbruster Capital Management
New York
$204K +$196K +3,700 New
SFS
3296
Strategic Financial Services
New York
$203K +$190K +3,597 New
HC
3297
Hara Capital
Washington
$203K -$846 -16 -0.4%
RFG
3298
RFP Financial Group
Georgia
$203K -$84.9K -1,607 -30%
RA
3299
Rubicon Advisors
California
$203K +$195K +3,685 New
MFP
3300
Meridian Financial Partners
Virginia
$202K +$205K +3,885 New
130 131
132
133 134