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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
2126
Texas Capital Bancshares
Texas
$312K -$14.8K -361 -5%
IFS
2127
Ifrah Financial Services
Arkansas
$312K – – –
PI
2128
Pettee Investors
Connecticut
$312K – – –
ST
2129
Sabal Trust
Florida
$311K +$6.39K +156 +2%
VBFG
2130
Vishria Bird Financial Group
Tennessee
$310K -$8.48M -206,781 -96%
LF
2131
LifeSteps Financial
California
$310K -$15.6K -380 -5%
BCFS
2132
Butensky & Cohen Financial Security
Florida
$309K – – –
OBWG
2133
Onyx Bridge Wealth Group
New York
$309K +$334K +8,136 New
IC
2134
Inverness Counsel
New York
$308K -$14.6K -357 -5%
CFO
2135
Collective Family Office
Pennsylvania
$308K – – –
VCM
2136
Violich Capital Management
California
$308K +$90.2K +2,200 +42%
IP
2137
Investment Partners
Ohio
$307K +$410 +10 +0.1%
BWM
2138
BT Wealth Management
Georgia
$307K +$61.6K +1,502 +25%
RPWA
2139
Regent Peak Wealth Advisors
Georgia
$306K +$48K +1,170 +17%
HFAS
2140
Hummer Financial Advisory Services
Illinois
$305K – – –
F
2141
F3Logic
Minnesota
$305K +$82 +2 +0%
NIM
2142
Nexus Investment Management
Ontario, Canada
$303K – – –
B
2143
Bridgeworth
Alabama
$302K -$26.4K -644 -8%
NB
2144
Northwest Bancshares
Pennsylvania
$301K -$8.2K -200 -3%
KLI
2145
Kelman-Lazarov Inc
Tennessee
$301K – – –
SIA
2146
Soltis Investment Advisors
Utah
$300K -$148K -3,604 -33%
OWA
2147
Opal Wealth Advisors
New York
$300K -$41.5K -1,012 -12%
JHCP
2148
Jackson Hole Capital Partners
Oklahoma
$300K -$5.74K -140 -2%
LSWM
2149
Lorne Steinberg Wealth Management
Canada
$300K +$42.1K +1,028 +16%
PIA
2150
Pinion Investment Advisors
Kansas
$300K +$53.7K +1,309 +22%
84 85
86
87 88