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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2126
WoodTrust Financial
Wisconsin
$309K -$87.6K -2,175 -23%
JFGLC
2127
Johnson Financial Group LLC (Colorado)
Colorado
$308K -$33.8K -838 -10%
JHCP
2128
Jackson Hole Capital Partners
Oklahoma
$308K – – –
NB
2129
Nicolet Bankshares
Wisconsin
$308K +$15.8K +392 +6%
DBIA
2130
Dumont & Blake Investment Advisors
New Jersey
$307K -$182K -4,528 -39%
WAM
2131
Winslow Asset Management
Ohio
$307K – – –
MHR
2132
Matthew Hamilton Rosenberg
$307K +$261K +6,473 +853%
DC
2133
Derby & Company
Massachusetts
$305K – – –
G
2134
GenTrust
Florida
$302K -$28.2K -700 -9%
KWMG
2135
King Wealth Management Group
Florida
$302K +$286K +7,111 New
LF
2136
LifeSteps Financial
California
$301K -$17.7K -439 -6%
NB
2137
Northwest Bancshares
Pennsylvania
$301K -$8.94K -222 -3%
HC
2138
Hamilton Capital
Ohio
$301K +$285K +7,081 New
VCM
2139
Versant Capital Management
Arizona
$300K -$3.75K -93 -1%
TA
2140
Trellis Advisors
Washington
$299K – – –
SIA
2141
Soltis Investment Advisors
Utah
$297K -$11.8K -293 -4%
PCFFS
2142
Pacific Center for Financial Services
California
$297K +$161 +4 +0.1%
DOA
2143
D'Orazio & Associates
Virginia
$297K +$69.4K +1,724 +33%
TPW
2144
TL Private Wealth
Texas
$296K +$16.1K +400 +7%
WCWM
2145
Willow Creek Wealth Management
California
$295K – – –
WTFG
2146
Wells Trecaso Financial Group
Ohio
$295K +$201 +5 +0.1%
HTC
2147
Haverford Trust Company
Pennsylvania
$293K +$278K +6,906 New
LSWM
2148
Lorne Steinberg Wealth Management
Canada
$292K -$16.1K -400 -5%
WWM
2149
Wolff Wiese Magana
California
$292K -$443 -11 -0.2%
AI
2150
ArchPoint Investors
Florida
$292K +$277K +6,888 New
84 85
86
87 88