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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2101
Berger Financial Group
Minnesota
$817K +$3.62K +68 +0.5%
BWA
2102
Beam Wealth Advisors
Louisiana
$817K +$2.82K +53 +0.4%
DWM
2103
Defined Wealth Management
Oregon
$814K +$15.8K +297 +2%
MCA
2104
Magnolia Capital Advisors
Mississippi
$813K -$1.6K -30 -0.2%
GA
2105
Greenspring Advisors
Maryland
$811K +$31.5K +593 +4%
SOAM
2106
SBI Okasan Asset Management
Japan
$810K – – –
PB
2107
Prosperity Bancshares
Texas
$808K +$42.3K +796 +6%
JC
2108
JB Capital
Connecticut
$807K +$4.31K +81 +0.6%
YIA
2109
YHB Investment Advisors
Connecticut
$806K +$6.54K +123 +0.9%
LGW
2110
Leslie Global Wealth
Illinois
$806K -$20.4K -384 -3%
MLL
2111
Moody Lynn & Lieberson
Massachusetts
$806K -$18K -338 -2%
TBFA
2112
Three Bearings Fiduciary Advisors
New Hampshire
$805K – – –
BRG
2113
Bay Rivers Group
Virginia
$805K +$6.65K +125 +0.9%
CSB
2114
City State Bank
Iowa
$804K – – –
PW
2115
Paladin Wealth
Minnesota
$803K +$13.9K +261 +2%
BCA
2116
Bay Colony Advisors
Massachusetts
$802K -$10.5K -197 -1%
RPWA
2117
Regent Peak Wealth Advisors
Georgia
$802K +$30K +564 +4%
DAM
2118
Directional Asset Management
Illinois
$801K -$12.5K -235 -2%
TIA
2119
Tiemann Investment Advisors
California
$800K +$8.51K +160 +1%
BOS
2120
Bank of Stockton
California
$800K – – –
GIA
2121
Guyasuta Investment Advisors
Pennsylvania
$799K +$13.8K +259 +2%
PWMA
2122
Pension & Wealth Management Advisors
Massachusetts
$799K +$58.1K +1,092 +8%
PWP
2123
Ponta Wealth Partners
Florida
$798K +$220K +4,129 +42%
BZWA
2124
Blue Zone Wealth Advisors
California
$797K -$203K -3,810 -21%
AMBIA
2125
Allen Mooney & Barnes Investment Advisors
Georgia
$796K -$34.7K -652 -4%
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