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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
2151
Northwest Quadrant Wealth Management
Oregon
$320K +$1.3K +36 +0.4%
VBFP
2152
Valtinson Bruner Financial Planning
Minnesota
$320K +$2.23K +62 +0.6%
IP
2153
Investment Partners
Ohio
$319K +$9.29K +258 +3%
TCM
2154
Triumph Capital Management
Colorado
$318K +$2.16K +60 +0.6%
KIA
2155
Kraematon Investment Advisors
Massachusetts
$317K +$2.09K +58 +0.6%
SCG
2156
Sonata Capital Group
Washington
$316K – – –
MA
2157
Maxele Advisors
Missouri
$315K -$17.5K -485 -5%
OHWP
2158
Oak Harbor Wealth Partners
North Carolina
$315K -$216K -6,000 -37%
VFP
2159
Verus Financial Partners
Virginia
$315K +$20.6K +571 +7%
AIA
2160
Angeles Investment Advisors
California
$314K – – –
GPA
2161
Guerra Pan Advisors
New Jersey
$313K – – –
PFWA
2162
Paces Ferry Wealth Advisors
Georgia
$313K +$1.73K +48 +0.5%
GFP
2163
Gryphon Financial Partners
Ohio
$312K -$29K -806 -7%
BFG
2164
Berger Financial Group
Minnesota
$312K +$32K +889 +10%
JSL
2165
JT Stratford LLC
Georgia
$311K -$48.8K -1,356 -12%
BAM
2166
Brave Asset Management
New Jersey
$311K – – –
RWI
2167
Red Wave Investments
Pennsylvania
$311K – – –
QFA
2168
Quantum Financial Advisors
California
$311K +$319K +8,870 New
CFO
2169
Colony Family Offices
North Carolina
$311K +$360K +10,000 New
PTC
2170
Provident Trust Company
Wisconsin
$310K – – –
LIG
2171
Lokken Investment Group
Delaware
$310K +$18.1K +503 +5%
CWM
2172
CCG Wealth Management
California
$310K +$20K +555 +6%
BSB
2173
Bangor Savings Bank
Maine
$310K +$359K +9,977 New
NWM
2174
Northcape Wealth Management
New York
$309K -$104K -2,899 -23%
SEIA
2175
Signature Estate & Investment Advisors
California
$309K -$17.2K -477 -5%
85 86
87
88 89