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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2176
Spreng Capital Management
Ohio
$301K – – –
TA
2177
Trellis Advisors
Washington
$301K +$2.71K +82 +0.8%
EWM
2178
Evermay Wealth Management
Virginia
$300K -$41.8K -1,265 -11%
SFS
2179
Summit Financial Strategies
Ohio
$300K +$363 +11 +0.1%
CCA
2180
Childress Capital Advisors
Texas
$300K -$556K -16,856 -62%
PFA
2181
Pathway Financial Advisors
Vermont
$300K +$2.71K +82 +0.8%
CA
2182
CGN Advisors
Kansas
$299K +$64K +1,938 +23%
SPWM
2183
Schrum Private Wealth Management
Florida
$299K +$462 +14 +0.1%
KWMG
2184
King Wealth Management Group
Florida
$299K +$99K +3,000 +40%
MIM
2185
Moseley Investment Management
Florida
$299K +$231 +7 +0.1%
G
2186
GenTrust
Florida
$298K +$117K +3,540 +51%
CQS
2187
Credential Qtrade Securities
$298K -$673K -20,395 -66%
GCS
2188
Gordian Capital (Singapore)
Singapore
$297K -$162K -4,919 -32%
SAM
2189
Smithbridge Asset Management
Pennsylvania
$297K – – –
SFO
2190
Stokes Family Office
Louisiana
$297K -$163K -4,942 -32%
ML
2191
McAdam LLC
Pennsylvania
$296K +$16.6K +504 +5%
BSB
2192
Bangor Savings Bank
Maine
$296K +$6.9K +209 +2%
NB
2193
Nicolet Bankshares
Wisconsin
$295K -$7.86K -238 -2%
RWP
2194
Revolve Wealth Partners
New Jersey
$294K -$57.6K -1,744 -14%
MCM
2195
Morton Capital Management
California
$294K – – –
MWP
2196
Madison Wealth Partners
Wisconsin
$294K -$2.84K -86 -0.8%
SPP
2197
Single Point Partners
Massachusetts
$294K -$86.6K -2,624 -20%
TA
2198
TrueWealth Advisors
Alabama
$294K -$136K -4,122 -29%
LB
2199
Leo Brokerage
Texas
$293K +$337K +10,207 New
4WM
2200
44 Wealth Management
Oregon
$292K +$21.1K +640 +7%
86 87
88
89 90