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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WF
2126
WoodTrust Financial
Wisconsin
$221K +$195K +7,285 New
KLI
2127
Kelman-Lazarov Inc
Tennessee
$221K +$195K +7,292 New
WAM
2128
Winslow Asset Management
Ohio
$221K +$195K +7,292 New
BA
2129
Bridge Advisory
California
$221K +$196K +7,305 New
YIH
2130
Y-Intercept (HK)
Hong Kong
$221K +$197K +7,361 New
BWM
2131
BCS Wealth Management
Tennessee
$220K +$194K +7,243 New
OAM
2132
Oak Asset Management
California
$220K +$194K +7,245 New
JHCP
2133
Jackson Hole Capital Partners
Oklahoma
$220K +$195K +7,265 New
NIM
2134
Nexus Investment Management
Ontario, Canada
$220K +$197K +7,350 New
ST
2135
Sabal Trust
Florida
$219K -$188K -7,007 -49%
ACP
2136
Arcus Capital Partners
Georgia
$219K +$193K +7,210 New
MIM
2137
Moseley Investment Management
Florida
$219K +$194K +7,223 New
NFSG
2138
Newbridge Financial Services Group
Florida
$218K +$992 +37 +0.5%
BFPW
2139
BOK Financial Private Wealth
Colorado
$218K +$192K +7,178 New
DC
2140
Derby & Company
Massachusetts
$218K +$192K +7,178 New
KFS
2141
Kaizen Financial Strategies
California
$216K +$191K +7,121 New
PIM
2142
Penobscot Investment Management
Massachusetts
$215K +$190K +7,100 New
SCM
2143
Stevens Capital Management
Pennsylvania
$215K +$191K +7,109 New
WTFG
2144
Wells Trecaso Financial Group
Ohio
$213K +$188K +7,030 New
PCFFS
2145
Pacific Center for Financial Services
California
$212K +$134 +5 +0.1%
NCM
2146
Northside Capital Management
Oregon
$211K +$186K +6,948 New
MA
2147
MJP Associates
Connecticut
$211K +$187K +6,964 New
AA
2148
AF Advisors
California
$211K +$188K +7,000 New
OWA
2149
Opal Wealth Advisors
New York
$210K +$186K +6,925 New
RFM
2150
Royal Fund Management
Florida
$210K +$186K +6,940 New