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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
2126
Valtinson Bruner Financial Planning
Minnesota
$311K +$167 +5 +0%
RWI
2127
Red Wave Investments
Pennsylvania
$311K +$11K +330 +3%
MCM
2128
Morton Capital Management
California
$311K – – –
WTA
2129
Washington Trust Advisors
Massachusetts
$310K -$2.51K -75 -0.7%
MA
2130
MKT Advisors
California
$307K -$23.5K -703 -6%
CCA
2131
Cottonwood Capital Advisors
Utah
$307K +$55.9K +1,672 +20%
EWS
2132
Evergreen Wealth Solutions
Pennsylvania
$307K +$63.1K +1,887 +23%
KIG
2133
Kowal Investment Group
Wisconsin
$306K +$99.3K +2,971 +41%
NB
2134
Nicolet Bankshares
Wisconsin
$305K -$17.1K -510 -5%
PFWA
2135
Paces Ferry Wealth Advisors
Georgia
$305K +$1.87K +56 +0.6%
ACP
2136
Aveo Capital Partners
Colorado
$305K +$30.2K +904 +10%
CT
2137
Colonial Trust
South Carolina
$305K +$338K +10,098 New
CCG
2138
Chatham Capital Group
Georgia
$304K -$9.19K -275 -3%
EC
2139
EdgeRock Capital
Colorado
$304K +$95.9K +2,869 +40%
MA
2140
Maxele Advisors
Missouri
$303K -$3.18K -95 -0.9%
NQWM
2141
Northwest Quadrant Wealth Management
Oregon
$302K -$8.32K -249 -2%
BAM
2142
Brave Asset Management
New Jersey
$302K – – –
CFO
2143
Colony Family Offices
North Carolina
$302K +$33 +1 +0%
FWM
2144
Fairhaven Wealth Management
Illinois
$302K +$3.98K +119 +1%
FWCM
2145
Ferguson Wellman Capital Management
Oregon
$302K +$5.58K +167 +2%
BSB
2146
Bangor Savings Bank
Maine
$301K – – –
MMG
2147
Monetary Management Group
Missouri
$300K -$25.1K -750 -7%
AWMG
2148
Alliance Wealth Management Group
New Jersey
$300K – – –
HFS
2149
Heritage Financial Services
Massachusetts
$299K -$21.9K -655 -6%
BWFA
2150
Baltimore-Washington Financial Advisors
Maryland
$299K +$175K +5,229 New
84 85
86
87 88