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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2126
Constitution Capital
Connecticut
$301K -$124K -4,198 -28%
WAM
2127
WFA Asset Management
Wisconsin
$301K -$2.66K -90 -0.8%
TFA
2128
Toth Financial Advisory
Virginia
$301K +$178 +6 +0.1%
AAS
2129
Annex Advisory Services
Wisconsin
$300K +$79.8K +2,697 +33%
IWP
2130
Invenio Wealth Partners
Florida
$299K +$13.6K +460 +4%
CAM
2131
Cozad Asset Management
Illinois
$299K +$59.2K +2,000 +22%
KIA
2132
Kraematon Investment Advisors
Massachusetts
$298K +$2.54K +86 +0.8%
D
2133
Diversified
Delaware
$297K +$74K +2,501 +30%
TWM
2134
Tanager Wealth Management
United Kingdom
$296K -$1.95K -66 -0.6%
RCA
2135
Ranch Capital Advisors
Florida
$296K -$9.32K -315 -3%
FC
2136
Financial Council
Maryland
$296K +$237 +8 +0.1%
CM
2137
Cornerstone Management
Georgia
$296K – – –
PF
2138
Prosperitas Financial
California
$295K +$319K +10,789 New
MPIA
2139
Mountain Pacific Investment Advisers
Idaho
$295K -$26.6K -900 -8%
OFS
2140
Oldfather Financial Services
Nebraska
$295K – – –
EFM
2141
E Fund Management
China
$295K -$23.4K -790 -7%
NFG
2142
Nadler Financial Group
Illinois
$293K -$24.9K -841 -7%
TNA
2143
True North Advisors
Texas
$293K -$804K -27,161 -72%
OHWP
2144
Oak Harbor Wealth Partners
North Carolina
$292K – – –
JSW
2145
Journey Strategic Wealth
New Jersey
$292K -$109K -3,687 -26%
ACM
2146
Alethea Capital Management
Washington
$290K +$237 +8 +0.1%
TNAM
2147
Terra Nova Asset Management
New York
$290K – – –
JLBC
2148
J.L. Bainbridge & Co
Florida
$290K +$23.2K +785 +8%
SMA
2149
Seven Mile Advisory
New Jersey
$290K +$46.1K +1,557 +17%
PFA
2150
Pathway Financial Advisors
Vermont
$290K – – –
84 85
86
87 88