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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1776
Pacific Center for Financial Services
California
$250K +$662 +24 +0.3%
HAIM
1777
Hunter Associates Investment Management
Pennsylvania
$249K -$22.9K -829 -9%
JFGLC
1778
Johnson Financial Group LLC (Colorado)
Colorado
$248K -$53.8K -1,953 -19%
LFA
1779
Legacy Financial Advisors
Kentucky
$248K +$232K +8,428 New
OC
1780
Oakmont Corp
California
$247K -$20.9K -760 -8%
BBNB
1781
Baker Boyer National Bank
Washington
$247K – – –
HFA
1782
Huber Financial Advisors
Illinois
$247K +$230K +8,353 New
JFM
1783
Jackson Financial Management
California
$247K +$230K +8,357 New
HTC
1784
Haverford Trust Company
Pennsylvania
$245K +$228K +8,284 New
JWA
1785
JFS Wealth Advisors
Pennsylvania
$244K -$79.1K -2,870 -26%
CIM
1786
Confluence Investment Management
Missouri
$244K -$3.97K -144 -2%
GBBWRPM
1787
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$244K +$174K +6,301 +484%
FFWA
1788
FRG Family Wealth Advisors
Washington
$243K +$227K +8,245 New
VWM
1789
Valley Wealth Managers
New Jersey
$242K -$220K -7,998 -49%
FFG
1790
Ford Financial Group
California
$242K +$222K +8,063 New
HA
1791
Halsey Associates
Connecticut
$242K +$226K +8,191 New
PWM
1792
Perigon Wealth Management
California
$241K +$75.5K +2,740 +51%
PWPS
1793
Pinnacle Wealth Planning Services
Ohio
$240K +$224K +8,112 New
FCAG
1794
First Capital Advisors Group
New Jersey
$240K +$224K +8,134 New
CWS
1795
Cypress Wealth Services
California
$239K +$223K +8,089 New
NA
1796
Nottingham Advisors
New York
$239K +$223K +8,089 New
TA
1797
Trellis Advisors
Washington
$239K +$223K +8,097 New
HCA
1798
Heck Capital Advisors
Wisconsin
$238K +$1.49K +54 +0.7%
SC
1799
Saturna Capital
Washington
$238K – – –
XSC
1800
X-Square Capital
Puerto Rico
$238K +$223K +8,075 New
70 71
72
73 74