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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
2076
Trust Company of Toledo
Ohio
$666K +$1.35K +32 +0.2%
KOC
2077
Koss-Olinger Consulting
Florida
$665K -$12K -285 -2%
IF
2078
Integrity Financial
Wyoming
$665K +$84 +2 +0%
NFA
2079
Northern Financial Advisors
Michigan
$665K -$14.2K -338 -2%
CRWM
2080
Castle Rock Wealth Management
California
$663K +$1.73K +41 +0.3%
CWA
2081
Canvas Wealth Advisors
Kansas
$662K -$5.76K -137 -1%
SMA
2082
Seven Mile Advisory
New Jersey
$661K -$36.9K -876 -6%
FWCM
2083
Ferguson Wellman Capital Management
Oregon
$659K -$280K -6,652 -32%
MSA
2084
Marino Stram & Associates
Massachusetts
$657K +$2.94K +70 +0.5%
WMA
2085
West Michigan Advisors
Michigan
$657K +$355K +8,438 +155%
DWM
2086
Defined Wealth Management
Oregon
$657K -$4.29K -102 -0.7%
RWPA
2087
Richard W. Paul & Associates
Michigan
$656K -$23.8K -565 -4%
BSTWA
2088
Blake Schutter Theil Wealth Advisors
Ohio
$656K +$3.87K +92 +0.7%
KFP
2089
KMG Fiduciary Partners
Ohio
$656K -$28.1K -668 -5%
WBWA
2090
William B. Walkup & Associates
South Carolina
$654K – – –
DCM
2091
Driehaus Capital Management
Illinois
$654K -$284K -6,756 -33%
PCG
2092
PFC Capital Group
California
$654K -$196K -4,667 -25%
EC
2093
EntryPoint Capital
New York
$654K -$22.4K -532 -4%
OL
2094
Optas LLC
Texas
$654K -$49.8K -1,183 -8%
ZBNA
2095
Zions Bancorporation, National Association
Utah
$654K -$32.2K -766 -5%
WA
2096
Waddell & Associates
Tennessee
$652K +$109K +2,580 +23%
GKWIM
2097
Gerber Kawasaki Wealth & Investment Management
California
$652K -$21.3K -507 -4%
CVM
2098
Cheviot Value Management
California
$651K – – –
BFA
2099
Buttonwood Financial Advisors
Maryland
$650K -$563K -13,379 -49%
BRG
2100
Bay Rivers Group
Virginia
$649K -$4.21K -100 -0.7%
82 83
84
85 86