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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
3301
JSF Financial
California
$202K +$194K +3,672 New
CC
3302
Cadinha & Co
Hawaii
$202K +$194K +3,667 New
SCM
3303
Spreng Capital Management
Ohio
$201K +$193K +3,660 New
HHCP
3304
Hilton Head Capital Partners
South Carolina
$201K +$193K +3,659 New
IA
3305
Intellus Advisors
Florida
$201K -$12.4K -235 -6%
DWM
3306
Ducere Wealth Management
California
$201K +$193K +3,653 New
SFG
3307
Strive Financial Group
Indiana
$201K +$193K +3,649 New
TP
3308
Thayer Partners
Pennsylvania
$201K +$193K +3,646 New
PW
3309
Potentia Wealth
California
$200K +$193K +3,644 New
HKIMG
3310
Hutchens & Kramer Investment Management Group
Indiana
$200K +$192K +3,640 New
WOSD
3311
WFA of San Diego
California
$199K +$7.24K +137 +4%
EWP
3312
Elevation Wealth Partners
California
$196K +$4.71K +89 +3%
AG
3313
AmeriFlex Group
Nevada
$192K -$103K -1,941 -36%
FCG
3314
Financial Connections Group
California
$190K – – –
GF
3315
GGM Financials
Ohio
$190K +$899 +17 +0.5%
GPFA
3316
Game Plan Financial Advisors
Ohio
$188K +$106 +2 +0.1%
IW
3317
Imprint Wealth
South Carolina
$184K -$134K -2,533 -43%
CIEC
3318
Crédit Industriel et Commercial
France
$184K +$177K +3,339 New
RPA
3319
Redwood Park Advisors
California
$181K +$687 +13 +0.4%
M
3320
MOTCO
Texas
$181K – – –
KAS
3321
Kemnay Advisory Services
New York
$178K +$171K +3,243 New
CH
3322
Canton Hathaway
Rhode Island
$176K – – –
CBT
3323
CoreFirst Bank & Trust
Kansas
$175K – – –
TFM
3324
TFC Financial Management
Massachusetts
$172K – – –
TSMHT
3325
Thurston Springer Miller Herd & Titak
Indiana
$172K +$162K +3,067 +5,477%
131 132
133
134 135