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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
2201
Harvey Investment Company
Kentucky
$500K -$165K -3,706 -24%
RPWA
2202
Regent Peak Wealth Advisors
Georgia
$500K +$178 +4 +0%
TCOTS
2203
Trust Company of the South
North Carolina
$500K +$7.13K +160 +1%
CIM
2204
CIM Investment Management
Pennsylvania
$499K -$356 -8 -0.1%
TIA
2205
Traphagen Investment Advisors
New Jersey
$498K -$2.09K -47 -0.4%
WIM
2206
WealthPlan Investment Management
Nebraska
$498K +$3.3K +74 +0.6%
FOA
2207
Five Oceans Advisors
California
$498K +$2.5K +56 +0.5%
SAM
2208
S.A. Mason
Michigan
$497K +$401 +9 +0.1%
SPWM
2209
Schrum Private Wealth Management
Florida
$497K -$10.5K -236 -2%
WAOTB
2210
Wealth Advisors of Tampa Bay
Florida
$497K -$272K -6,094 -34%
VCP
2211
Verus Capital Partners
Arizona
$497K +$3.12K +70 +0.6%
MAWCM
2212
Mine & Arao Wealth Creation & Management
California
$495K -$12.3K -275 -2%
MSWM
2213
Mowery & Schoenfeld Wealth Management
Illinois
$495K – – –
BTC
2214
Bank & Trust Company
Illinois
$495K – – –
FAFN
2215
First Affirmative Financial Network
Colorado
$494K +$5.35K +120 +1%
TPWA
2216
TRUE Private Wealth Advisors
Oregon
$492K -$4.05K -91 -0.8%
SEIA
2217
Signature Estate & Investment Advisors
California
$491K +$13.5K +303 +3%
HBW
2218
Hazlett, Burt & Watson
West Virginia
$491K -$8.56K -192 -2%
TWM
2219
Thrive Wealth Management
Pennsylvania
$490K -$38.8K -871 -7%
IA
2220
IFG Advisors
Missouri
$490K +$178 +4 +0%
ORC
2221
O'Rourke & Company
Massachusetts
$490K +$490 +11 +0.1%
MCM
2222
Morton Capital Management
California
$489K -$30.8K -691 -6%
GFA
2223
Gallagher Fiduciary Advisors
Illinois
$488K -$1.74K -39 -0.3%
OHWP
2224
Oak Harbor Wealth Partners
North Carolina
$488K -$44.6K -1,000 -8%
CWM
2225
Cahaba Wealth Management
Georgia
$488K -$11.5K -259 -2%
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