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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2151
Cornerstone Management
Georgia
$358K – – –
FC
2152
Financial Council
Maryland
$358K +$241 +7 +0.1%
BIA
2153
BHK Investment Advisors
Alabama
$357K -$34.4K -1,000 -8%
VFA
2154
Voya Financial Advisors
Connecticut
$355K -$32.6K -946 -8%
TWM
2155
Thrive Wealth Management
Pennsylvania
$352K +$8.27K +240 +2%
GEA
2156
Glen Eagle Advisors
New Jersey
$352K +$3.51K +102 +1%
ACM
2157
Alethea Capital Management
Washington
$351K -$10.3K -300 -3%
SB
2158
Sunflower Bank
Texas
$350K -$106K -3,070 -23%
DWA
2159
Delap Wealth Advisory
Oregon
$350K +$364K +10,565 New
NB
2160
Nicolet Bankshares
Wisconsin
$350K +$15.7K +455 +5%
VBFP
2161
Valtinson Bruner Financial Planning
Minnesota
$349K +$2.51K +73 +0.7%
EWS
2162
Evergreen Wealth Solutions
Pennsylvania
$349K +$13.1K +380 +4%
SCM
2163
Spreng Capital Management
Ohio
$348K -$68.9K -2,000 -16%
FSA
2164
Franklin Street Advisors
North Carolina
$348K -$114K -3,321 -24%
TFA
2165
Toth Financial Advisory
Virginia
$348K -$6.17K -179 -2%
SBF
2166
Sara-Bay Financial
Florida
$347K -$5.34K -155 -1%
SFS
2167
Summit Financial Strategies
Ohio
$347K -$53.2K -1,544 -13%
CPSAC
2168
Chas P. Smith & Associates (CPS)
Florida
$346K -$4.41K -128 -1%
SPWM
2169
Schrum Private Wealth Management
Florida
$346K +$482 +14 +0.1%
TLP
2170
Trinity Legacy Partners
Texas
$346K +$31.6K +916 +10%
MIM
2171
Moseley Investment Management
Florida
$346K +$19.6K +570 +6%
TA
2172
Trellis Advisors
Washington
$345K +$88.6K +2,572 +33%
FFA
2173
Farther Finance Advisors
California
$345K +$358K +10,403 New
AAP
2174
Arax Advisory Partners
Colorado
$344K -$2.14K -62 -0.6%
PFA
2175
Pathway Financial Advisors
Vermont
$344K -$3.03K -88 -0.8%
85 86
87
88 89