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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BRG
2101
Bay Rivers Group
Virginia
$805K +$6.65K +125 +0.9%
CSB
2102
City State Bank
Iowa
$804K – – –
PW
2103
Paladin Wealth
Minnesota
$803K +$13.9K +261 +2%
BCA
2104
Bay Colony Advisors
Massachusetts
$802K -$10.5K -197 -1%
RPWA
2105
Regent Peak Wealth Advisors
Georgia
$802K +$30K +564 +4%
DAM
2106
Directional Asset Management
Illinois
$801K -$12.5K -235 -2%
TIA
2107
Tiemann Investment Advisors
California
$800K +$8.51K +160 +1%
BOS
2108
Bank of Stockton
California
$800K – – –
GIA
2109
Guyasuta Investment Advisors
Pennsylvania
$799K +$13.8K +259 +2%
PWMA
2110
Pension & Wealth Management Advisors
Massachusetts
$799K +$58.1K +1,092 +8%
PWP
2111
Ponta Wealth Partners
Florida
$798K +$220K +4,129 +42%
BZWA
2112
Blue Zone Wealth Advisors
California
$797K -$203K -3,810 -21%
AMBIA
2113
Allen Mooney & Barnes Investment Advisors
Georgia
$796K -$34.7K -652 -4%
TWP
2114
Tyche Wealth Partners
Texas
$796K +$26.5K +499 +4%
KCP
2115
Kera Capital Partners
California
$795K +$329K +6,177 +79%
CVM
2116
Cheviot Value Management
California
$794K -$7.76K -146 -1%
NFA
2117
Northern Financial Advisors
Michigan
$793K -$17.2K -323 -2%
FM
2118
Foster & Motley
Ohio
$792K -$18.2K -342 -2%
IF
2119
Intrua Financial
Texas
$792K +$8.56K +161 +1%
AFG
2120
Albion Financial Group
Utah
$791K – – –
FCFC
2121
First Citizens Financial Corp
Iowa
$791K – – –
GDP
2122
Great Diamond Partners
Maine
$790K -$40.7K -766 -5%
MAMU
2123
Myriad Asset Management US
Florida
$789K +$112K +2,110 +18%
PWM
2124
Parkshore Wealth Management
California
$787K +$3.4K +64 +0.5%
HL
2125
HeadInvest LLC
Maine
$787K +$38.6K +726 +6%
83 84
85
86 87