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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2151
WoodTrust Financial
Wisconsin
$282K – – –
BWM
2152
BCS Wealth Management
Tennessee
$281K +$690 +20 +0.3%
PS
2153
Planned Solutions
California
$280K +$94.9K +2,750 +61%
MIM
2154
Moseley Investment Management
Florida
$279K – – –
FAM
2155
Flaharty Asset Management
Florida
$278K -$51.1K -1,480 -17%
DC
2156
Derby & Company
Massachusetts
$278K – – –
G
2157
GenTrust
Florida
$278K +$260K +7,529 New
MWP
2158
Madison Wealth Partners
Wisconsin
$274K – – –
MPCG
2159
Matrix Private Capital Group
New York
$273K -$14.1K -410 -5%
MHR
2160
Matthew Hamilton Rosenberg
$273K +$31.5K +914 +15%
AA
2161
AF Advisors
California
$272K – – –
JAM
2162
JCIC Asset Management
Ontario, Canada
$272K +$35.6K +1,033 +17%
TA
2163
Trellis Advisors
Washington
$272K +$243K +7,043 New
ATWA
2164
Arbor Trust Wealth Advisors
Michigan
$272K +$244K +7,060 New
PCFFS
2165
Pacific Center for Financial Services
California
$270K +$138 +4 +0.1%
PIM
2166
Penobscot Investment Management
Massachusetts
$269K -$4.49K -130 -2%
WIA
2167
World Investment Advisors
California
$268K -$21.5K -622 -9%
WTFG
2168
Wells Trecaso Financial Group
Ohio
$268K -$3.31K -96 -1%
UFA
2169
US Financial Advisors
Massachusetts
$266K -$25.5K -740 -10%
NB
2170
Nicolet Bankshares
Wisconsin
$266K +$237K +6,875 New
PMAM
2171
Penn Mutual Asset Management
Pennsylvania
$265K +$9.66K +280 +4%
SOW
2172
State of Wyoming
Wyoming
$265K +$236K +6,845 New
SNBOSCI
2173
Security National Bank of Sioux City Iowa
Iowa
$264K – – –
RPWA
2174
Regent Peak Wealth Advisors
Georgia
$263K +$56.2K +1,629 +31%
QCM
2175
Quest Capital Management
Texas
$261K -$38.9K -1,126 -14%
85 86
87
88 89