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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
3376
Signature Resources Capital Management
California
$119K +$1.22K +23 +1%
1NWS
3377
1 North Wealth Services
Maryland
$119K – – –
DPW
3378
DiNuzzo Private Wealth
Pennsylvania
$119K +$53 +1 +0%
SNBOSCI
3379
Security National Bank of Sioux City Iowa
Iowa
$118K +$110K +2,077 New
FPF
3380
First Pacific Financial
Washington
$118K -$19.7K -371 -15%
TC
3381
Tacita Capital
Ontario, Canada
$118K – – –
TC
3382
Truvestments Capital
Florida
$118K -$9.15K -172 -8%
FA
3383
Fedenia Advisers
Wisconsin
$116K +$108K +2,038 New
WSC
3384
Wellington Shields & Co
New York
$115K +$16K +300 +17%
CMANY
3385
Capital Management Associates (New York)
New York
$114K – – –
SI
3386
Sava Infond
Slovenia
$114K +$106K +2,000 New
GCM
3387
Gunpowder Capital Management
Maryland
$113K +$106 +2 +0.1%
RP
3388
Rowlandmiller & Partners
Georgia
$113K -$5.69K -107 -5%
HWP
3389
Highline Wealth Partners
California
$111K +$44.7K +840 +75%
SMBT
3390
Southern Michigan Bank & Trust
Michigan
$110K – – –
LF
3391
LifeSteps Financial
California
$109K +$102K +1,915 New
DSC
3392
Daytona Street Capital
Missouri
$109K – – –
CB
3393
CNB Bank
Pennsylvania
$108K -$4.2K -79 -4%
PIS
3394
POM Investment Strategies
North Carolina
$108K -$262K -4,928 -72%
DFA
3395
DHJJ Financial Advisors
Illinois
$108K – – –
SG
3396
Sankala Group
Colorado
$107K +$1.01K +19 +1%
VWA
3397
Valued Wealth Advisors
Utah
$107K +$21.6K +407 +28%
DWM
3398
Dogwood Wealth Management
Kansas
$106K +$21.1K +396 +27%
TCM
3399
Triumph Capital Management
Colorado
$106K +$19.9K +374 +25%
BHWM
3400
Bay Harbor Wealth Management
Maryland
$105K +$62.3K +1,171 +172%
134 135
136
137 138