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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2076
Trellis Advisors
Washington
$229K +$210K +6,489 New
BMO
2077
Beck Mack & Oliver
New York
$229K +$210K +6,500 New
HB
2078
Horizon Bancorp
Indiana
$229K +$210K +6,500 New
FA
2079
Faithward Advisors
Pennsylvania
$229K +$210K +6,513 New
RGIA
2080
Rainier Group Investment Advisory
Washington
$228K -$27.8K -861 -12%
TF
2081
TRH Financial
Iowa
$227K +$212K +6,561 New
EA
2082
Elm Advisors
California
$225K +$206K +6,375 New
MCIA
2083
Mountain Capital Investment Advisors
Colorado
$224K -$50.8K -1,573 -20%
CWM
2084
CCG Wealth Management
California
$224K +$205K +6,352 New
BB
2085
Bell Bank
North Dakota
$224K +$206K +6,361 New
MIS
2086
Morningstar Investment Services
Illinois
$224K +$206K +6,362 New
TFGT
2087
TS Financial Group (TSFG)
Illinois
$223K +$323 +10 +0.2%
FIG
2088
FundX Investment Group
California
$223K +$205K +6,331 New
FUBT
2089
First United Bank & Trust
Maryland
$223K +$205K +6,344 New
BIA
2090
Biondo Investment Advisors
Pennsylvania
$222K -$48.5K -1,500 -19%
ONST
2091
Old North State Trust
North Carolina
$222K +$8.82K +273 +5%
PAS
2092
Professional Advisory Services
Florida
$220K +$202K +6,242 New
FNBOSM
2093
First National Bank of South Miami
Florida
$219K -$14K -434 -7%
IWS
2094
Insight Wealth Strategies
California
$219K +$201K +6,216 New
CFO
2095
CVA Family Office
Colorado
$219K +$201K +6,230 New
CWA
2096
Clarus Wealth Advisors
Arizona
$219K +$202K +6,250 New
FBT
2097
First Bank & Trust
South Dakota
$218K +$16.8K +519 +9%
ACP
2098
Arcus Capital Partners
Georgia
$218K +$200K +6,189 New
SWM
2099
Stockman Wealth Management
Montana
$217K +$199K +6,152 New
HCM
2100
Hengehold Capital Management
Ohio
$217K +$199K +6,170 New
82 83
84
85 86