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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
2051
Cambria Investment Management
California
$734K +$694K +14,230 New
CSB
2052
City State Bank
Iowa
$733K -$24.4K -500 -3%
OWA
2053
Opal Wealth Advisors
New York
$731K -$86.5K -1,774 -11%
WPW
2054
Waldron Private Wealth
Pennsylvania
$729K +$25.7K +527 +4%
S
2055
Sunpointe
Missouri
$728K -$19.5K -400 -3%
PCG
2056
PFC Capital Group
California
$726K +$11.7K +240 +2%
WDG
2057
Wealth Dimensions Group
Ohio
$725K -$6.93K -142 -1%
WBWA
2058
William B. Walkup & Associates
South Carolina
$723K +$9.37K +192 +1%
JC
2059
JB Capital
Connecticut
$722K +$120K +2,465 +21%
DWM
2060
Defined Wealth Management
Oregon
$722K +$5.42K +111 +0.8%
KIM
2061
Kestra Investment Management
Texas
$721K +$100K +2,051 +17%
SSC
2062
Syverson Strege & Co
Iowa
$721K -$84.8K -1,738 -11%
RWPA
2063
Richard W. Paul & Associates
Michigan
$721K +$4.73K +97 +0.7%
FWCM
2064
Ferguson Wellman Capital Management
Oregon
$720K +$1.02K +21 +0.2%
IF
2065
Integrity Financial
Wyoming
$720K -$5.03K -103 -0.7%
PAM
2066
PCG Asset Management
New Jersey
$719K -$23.4K -480 -3%
OP
2067
ORG Partners
Indiana
$718K +$36K +738 +6%
DWM
2068
Destination Wealth Management
California
$716K -$86.3K -1,770 -11%
BFC
2069
Bedel Financial Consulting
Indiana
$716K +$13.3K +272 +2%
SWP
2070
Strategic Wealth Partners
Ohio
$715K +$16.6K +341 +3%
KFP
2071
KMG Fiduciary Partners
Ohio
$715K +$98 +2 +0%
SW
2072
SlateStone Wealth
Florida
$715K -$23.4K -479 -3%
BSTWA
2073
Blake Schutter Theil Wealth Advisors
Ohio
$715K – – –
GP
2074
Guardian Partners
Canada
$712K -$29.3K -600 -4%
CNBTD
2075
Citizens National Bank Trust Department
Mississippi
$710K +$44.8K +919 +7%
81 82
83
84 85