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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2201
Evermay Wealth Management
Virginia
$267K -$5.09K -172 -2%
OL
2202
Optas LLC
Texas
$267K -$705K -23,827 -71%
LIG
2203
Lokken Investment Group
Delaware
$267K – – –
CA
2204
CGN Advisors
Kansas
$267K +$5.5K +186 +2%
BBW
2205
Blue Barn Wealth
Utah
$267K +$5.8K +196 +2%
FSA
2206
Franklin Street Advisors
North Carolina
$266K -$16.4K -555 -5%
KFSC
2207
Keystone Financial Services (Colorado)
Colorado
$265K -$13.6K -461 -5%
EAM
2208
Erste Asset Management
Austria
$265K -$9.2M -310,895 -97%
NQWM
2209
Northwest Quadrant Wealth Management
Oregon
$265K +$4.29K +145 +2%
NEPPG
2210
New England Professional Planning Group
Rhode Island
$265K – – –
ISB
2211
Iowa State Bank
Iowa
$265K -$2.66K -90 -0.9%
RPWA
2212
Regent Peak Wealth Advisors
Georgia
$265K +$39.1K +1,322 +16%
CRWM
2213
Castle Rock Wealth Management
California
$264K -$1.3K -44 -0.4%
CWA
2214
Consilium Wealth Advisory
Texas
$264K – – –
JC
2215
Jacobs & Co
California
$263K -$40.1K -1,356 -12%
AIIMS
2216
Analyst IMS Investment Management Services
Israel
$263K +$8.11K +274 +3%
SMH
2217
Sanders Morris Harris
Texas
$263K -$4.67K -158 -2%
TCM
2218
Triumph Capital Management
Colorado
$263K -$286K -9,672 -50%
ATWA
2219
Arbor Trust Wealth Advisors
Michigan
$262K -$4.73K -160 -2%
HAG
2220
HF Advisory Group
Maryland
$262K +$276K +9,336 New
EWM
2221
Executive Wealth Management
Michigan
$260K +$35.4K +1,195 +14%
CCM
2222
Carlson Capital Management
Minnesota
$260K -$3.11K -105 -1%
OWP
2223
Obermeyer Wealth Partners
Colorado
$259K -$55K -1,860 -16%
TWM
2224
Thrive Wealth Management
Pennsylvania
$259K +$13.9K +471 +5%
CPSAC
2225
Chas P. Smith & Associates (CPS)
Florida
$258K -$70.3K -2,376 -20%
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89
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