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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2176
Apella Capital
Connecticut
$280K +$8.08K +273 +3%
FBC
2177
Fairfield, Bush & Co
Connecticut
$279K -$296K -10,000 -50%
SBF
2178
Sara-Bay Financial
Florida
$279K +$30 +1 +0%
BRG
2179
Bay Rivers Group
Virginia
$279K +$51K +1,725 +20%
AFS
2180
Annapolis Financial Services
Maryland
$279K -$27.2K -918 -8%
TAM
2181
Townsend Asset Management
North Carolina
$278K -$35.6K -1,202 -11%
SPWM
2182
Schrum Private Wealth Management
Florida
$278K +$473 +16 +0.2%
ACM
2183
Allred Capital Management
Texas
$278K +$1.57K +53 +0.5%
RA
2184
Riversedge Advisors
Delaware
$276K +$1.98K +67 +0.7%
FAM
2185
Frontier Asset Management
Wyoming
$276K +$299K +10,090 New
AMCA
2186
Arthur M. Cohen & Associates
Illinois
$276K +$2.28K +77 +0.8%
HWA
2187
Heartwood Wealth Advisors
Virginia
$274K – – –
BAM
2188
Brave Asset Management
New Jersey
$274K – – –
TCB
2189
Texas Capital Bancshares
Texas
$274K +$5.56K +188 +2%
RWI
2190
Red Wave Investments
Pennsylvania
$274K – – –
CCG
2191
Chatham Capital Group
Georgia
$273K – – –
DIM
2192
Delta Investment Management
California
$272K – – –
MWP
2193
Madison Wealth Partners
Wisconsin
$271K -$11.1K -374 -4%
SIA
2194
Sage Investment Advisers
New York
$271K +$14.9K +504 +5%
SWMP
2195
Signature Wealth Management Partners
New Jersey
$270K – – –
WPW
2196
Watershed Private Wealth
Illinois
$270K +$292K +9,864 New
KA
2197
Klingman & Associates
New York
$270K +$2.69K +91 +0.9%
VST
2198
Van Strum & Towne
California
$269K – – –
WP
2199
WMS Partners
Maryland
$268K -$17.3K -585 -6%
CBT
2200
CoreFirst Bank & Trust
Kansas
$268K +$48.7K +1,645 +20%
86 87
88
89 90