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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
2101
Farmers & Merchants Trust Company
California
$313K -$2.63K -89 -0.8%
WWP
2102
WR Wealth Planners
Missouri
$312K -$769 -26 -0.2%
IA
2103
IFG Advisors
Missouri
$312K +$118 +4 +0%
WCM
2104
Wedge Capital Management
North Carolina
$312K – – –
LSA
2105
L & S Advisors
California
$312K -$769 -26 -0.2%
RA
2106
Rise Advisors
New York
$311K +$8.34K +282 +3%
SB
2107
Sunflower Bank
Texas
$311K +$3.43K +116 +1%
ML
2108
McAdam LLC
Pennsylvania
$310K +$29.6K +1,002 +10%
PSP
2109
Pacific Sage Partners
Washington
$310K – – –
CFA
2110
Cahill Financial Advisors
Minnesota
$310K -$299K -10,117 -47%
SWM
2111
Shelton Wealth Management
Texas
$310K -$21.5K -726 -6%
RFO
2112
RiverGlades Family Offices
Florida
$309K – – –
OBWG
2113
Onyx Bridge Wealth Group
New York
$309K +$85.2K +2,879 +34%
DA
2114
Drake & Associates
Wisconsin
$309K +$334K +11,274 New
OP
2115
ORG Partners
Indiana
$308K +$13.7K +464 +4%
KJHP
2116
K.J. Harrison & Partners
Ontario, Canada
$308K -$2.33M -78,800 -88%
JCM
2117
Jag Capital Management
Missouri
$307K -$5.74K -194 -2%
CWS
2118
Cypress Wealth Services
California
$307K +$3.46K +117 +1%
CAM
2119
Campion Asset Management
Virginia
$307K – – –
CCA
2120
Column Capital Advisors
Indiana
$306K -$7.72K -261 -2%
SAA
2121
Southeast Asset Advisors
Georgia
$306K +$18K +608 +6%
IA
2122
Insight Advisors
Pennsylvania
$305K -$95.8K -3,237 -22%
BWP
2123
Balboa Wealth Partners
Arizona
$305K -$72.5K -2,452 -18%
BOPW
2124
Brandywine Oak Private Wealth
Pennsylvania
$303K -$481K -16,254 -60%
SFB
2125
STAR Financial Bank
Indiana
$302K -$29.6K -1,000 -8%
83 84
85
86 87