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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1651
Copperwynd Financial
Arizona
$383K -$22.3K -894 -5%
WPA
1652
West Paces Advisors
Georgia
$383K – – –
EFSCE
1653
Enterprise Financial Services Corp (EFSC)
Missouri
$382K – – –
FFG
1654
Frisch Financial Group
New York
$382K +$1.84K +74 +0.5%
PA
1655
PFG Advisors
Arizona
$382K +$83.2K +3,343 +28%
FWM
1656
Fairhaven Wealth Management
Illinois
$381K -$34.5K -1,385 -8%
VFM
1657
Vivid Financial Management
California
$381K -$10.1K -404 -2%
LWA
1658
Lineweaver Wealth Advisors
Ohio
$381K +$80.9K +3,249 +26%
MFG
1659
Merit Financial Group
Georgia
$380K -$28.9K -1,159 -7%
HCMNY
1660
Howard Capital Management (New York)
New York
$380K -$20.5K -822 -5%
ISWM
1661
Independent Solutions Wealth Management
New York
$379K -$16.5K -663 -4%
HIC
1662
Harvey Investment Company
Kentucky
$378K – – –
OFW
1663
Omnia Family Wealth
Florida
$376K +$423 +17 +0.1%
TCOO
1664
Trust Company of Oklahoma
Oklahoma
$376K +$388K +15,600 New
SSWM
1665
Sheets Smith Wealth Management
North Carolina
$371K – – –
LFA
1666
Landmark Financial Advisors
Kentucky
$369K -$15.6K -627 -4%
BMC
1667
Benin Management Corp
Connecticut
$368K – – –
DAM
1668
Delta Asset Management
Tennessee
$368K – – –
RHAM
1669
Round Hill Asset Management
California
$366K +$31.8K +1,278 +9%
PPW
1670
Pasadena Private Wealth
California
$365K -$100 -4 -0%
AWA
1671
Arkadios Wealth Advisors
Georgia
$364K -$9.91K -398 -3%
BIMC
1672
Benson Investment Management Company
Virginia
$363K – – –
T2I
1673
Turim 21 Investimentos
Brazil
$363K +$376K +15,083 New
FM
1674
Foster & Motley
Ohio
$362K -$18.7K -750 -5%
DAM
1675
Deltec Asset Management
New York
$361K – – –
65 66
67
68 69