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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIIMS
2151
Analyst IMS Investment Management Services
Israel
$419K +$43K +1,254 +13%
TFA
2152
Toth Financial Advisory
Virginia
$417K +$7.04K +205 +2%
BWCS
2153
Beirne Wealth Consulting Services
Connecticut
$417K -$127K -3,699 -25%
HKIM
2154
Hayek Kallen Investment Management
Alabama
$417K +$107K +3,120 +40%
TAM
2155
Townsend Asset Management
North Carolina
$417K +$65.9K +1,920 +21%
CAM
2156
Cozad Asset Management
Illinois
$416K -$1.37K -40 -0.4%
CRWM
2157
Castle Rock Wealth Management
California
$415K -$32.2K -937 -8%
FFC
2158
First Financial Corp
Indiana
$413K -$55.6K -1,620 -13%
SWP
2159
Semus Wealth Partners
Florida
$413K +$3.36K +98 +0.9%
NWA
2160
New World Advisors
Massachusetts
$413K -$66.9K -1,950 -15%
AAP
2161
Arax Advisory Partners
Colorado
$412K +$1.96K +57 +0.5%
MWAM
2162
Manhattan West Asset Management
California
$412K +$2.33K +68 +0.6%
UAG
2163
United Advisor Group
Ohio
$412K +$373K +10,862 New
MCWA
2164
Meadow Creek Wealth Advisors
Georgia
$411K +$45.5K +1,325 +14%
CIM
2165
Confluence Investment Management
Missouri
$409K -$343K -10,000 -48%
AFG
2166
ABLE Financial Group
Arizona
$409K -$10.4K -304 -3%
OFS
2167
Oldfather Financial Services
Nebraska
$408K – – –
FFA
2168
Florida Financial Advisors
Florida
$408K -$1.83M -53,194 -83%
OL
2169
Optas LLC
Texas
$407K +$1.89K +55 +0.5%
JCM
2170
Jag Capital Management
Missouri
$407K +$58.5K +1,703 +19%
APC
2171
Aspire Private Capital
North Carolina
$407K -$1.54K -45 -0.4%
SIC
2172
Sigma Investment Counselors
Michigan
$406K – – –
APW
2173
Austin Private Wealth
Texas
$406K -$95.4K -2,780 -20%
BAM
2174
Brave Asset Management
New Jersey
$406K +$24.1K +701 +7%
KCPG
2175
Kavar Capital Partners Group
Kansas
$405K -$347K -10,115 -49%
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87
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