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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2176
Faithward Advisors
Pennsylvania
$274K – – –
FFWM
2177
Future Financial Wealth Management
Ohio
$274K – – –
PAM
2178
Peak Asset Management
Colorado
$273K – – –
CAM
2179
Claret Asset Management
Quebec, Canada
$271K -$85K -2,109 -25%
EA
2180
Elm Advisors
California
$271K – – –
ACA
2181
Ackerman Capital Advisors
Texas
$271K +$5.92K +147 +2%
KA
2182
Klingman & Associates
New York
$269K -$109K -2,696 -30%
WA
2183
WP Advisors
California
$268K -$8.42K -209 -3%
PIM
2184
Penobscot Investment Management
Massachusetts
$267K -$8.06K -200 -3%
CWA
2185
Clarity Wealth Advisors
California
$267K -$1.81K -45 -0.7%
MA
2186
MBA Advisors
Pennsylvania
$267K – – –
RRWA
2187
Rainey & Randall Wealth Advisors
Florida
$266K +$25K +621 +11%
JF
2188
JSF Financial
California
$266K +$56.4K +1,399 +29%
PWA
2189
Physician Wealth Advisors
Utah
$265K – – –
PAS
2190
Professional Advisory Services
Florida
$265K – – –
EIP
2191
Ellis Investment Partners
Pennsylvania
$265K +$685 +17 +0.3%
BA
2192
Ballast Advisors
Minnesota
$265K +$11.1K +275 +5%
PBF
2193
Petix & Botte Financial
California
$264K +$250K +6,206 New
4WM
2194
44 Wealth Management
Oregon
$263K -$967 -24 -0.4%
GF
2195
Gries Financial
Ohio
$260K -$554K -13,754 -69%
DAM
2196
Doheny Asset Management
California
$259K -$302K -7,500 -55%
CWM
2197
CCG Wealth Management
California
$259K – – –
PIA
2198
Powell Investment Advisors
Florida
$259K – – –
CWM
2199
Chesapeake Wealth Management
Virginia
$257K -$10.1K -250 -4%
WS
2200
Wela Strategies
Georgia
$257K +$725 +18 +0.3%
86 87
88
89 90