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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
2176
Baker Ellis Asset Management
Washington
$422K – – –
MWM
2177
Maltin Wealth Management
New Jersey
$422K +$33.3K +730 +8%
ABLA
2178
Alan B. Lancz & Associates
Ohio
$422K +$432K +9,478 New
LIG
2179
Lokken Investment Group
Delaware
$421K -$18.2K -400 -4%
CCFM
2180
Clear Creek Financial Management
Washington
$418K -$9.61K -211 -2%
TF
2181
TimeScale Financial
Massachusetts
$418K +$3.33K +73 +0.8%
PIA
2182
Pinion Investment Advisors
Kansas
$417K +$63.7K +1,398 +18%
PHAM
2183
Palisades Hudson Asset Management
Florida
$416K +$6.79K +149 +2%
IIM
2184
Ironwood Investment Management
Massachusetts
$415K -$9.11K -200 -2%
EWM
2185
Executive Wealth Management
Michigan
$415K +$425K +9,330 New
CCMD
2186
Cypress Capital Management (Delaware)
Delaware
$413K +$15.1K +331 +4%
NIM
2187
NuWave Investment Management
New Jersey
$411K +$421K +9,232 New
GPA
2188
Guerra Pan Advisors
New Jersey
$411K +$421K +9,246 New
MPCL
2189
My Personal CFO LLC
Washington
$411K +$421K +9,248 New
AWMG
2190
Alliance Wealth Management Group
New Jersey
$408K – – –
TLP
2191
Trinity Legacy Partners
Texas
$408K +$30K +658 +8%
RCG
2192
Rock Creek Group
District of Columbia
$407K -$11.9K -261 -3%
SC
2193
Saiph Capital
New Jersey
$407K +$417K +9,144 New
NWA
2194
New World Advisors
Massachusetts
$405K -$36.4K -800 -8%
SM
2195
SG3 Management
Puerto Rico
$404K +$209K +4,589 +102%
SMC
2196
Smith, Moore & Co
Missouri
$403K +$91 +2 +0%
MA
2197
MJP Associates
Connecticut
$403K +$2.64K +58 +0.7%
MWP
2198
Madison Wealth Partners
Wisconsin
$401K -$34.6K -759 -8%
CA
2199
Calton & Associates
Florida
$400K -$224K -4,909 -35%
ACM
2200
Allred Capital Management
Texas
$400K -$1.32K -29 -0.3%
86 87
88
89 90