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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMT
2226
CMT Capital Markets Trading
Germany
$337K +$291K +10,000 New
BAM
2227
Brave Asset Management
New Jersey
$337K – – –
RWI
2228
Red Wave Investments
Pennsylvania
$336K – – –
RPWA
2229
Regent Peak Wealth Advisors
Georgia
$336K +$9.14K +314 +3%
DIM
2230
Delta Investment Management
California
$335K +$611 +21 +0.2%
TCB
2231
Texas Capital Bancshares
Texas
$335K -$1.17K -40 -0.4%
ISB
2232
Iowa State Bank
Iowa
$334K +$7.25K +249 +3%
AWMG
2233
Alliance Wealth Management Group
New Jersey
$334K +$289K +9,929 New
RCA
2234
Resonant Capital Advisors
Wisconsin
$334K +$58.5K +2,009 +25%
SWMP
2235
Signature Wealth Management Partners
New Jersey
$332K – – –
VNA
2236
Valley National Advisers
Pennsylvania
$332K +$36K +1,237 +14%
BOSSRA
2237
B.O.S.S. Retirement Advisors
Utah
$332K +$45.1K +1,550 +19%
PCMF
2238
Private Capital Management (Florida)
Florida
$332K -$539K -18,499 -65%
BP
2239
BBR Partners
New York
$331K -$127K -4,375 -31%
WAM
2240
Walker Asset Management
Missouri
$331K +$286K +9,831 New
ML
2241
McAdam LLC
Pennsylvania
$331K -$44K -1,510 -13%
VST
2242
Van Strum & Towne
California
$331K – – –
AFA
2243
American Financial Advisors
Georgia
$330K +$286K +9,814 New
GFG
2244
Greystone Financial Group
Michigan
$330K -$3.72M -127,708 -93%
TWM
2245
Triton Wealth Management
Arizona
$330K -$58.5K -2,010 -17%
BBW
2246
Blue Barn Wealth
Utah
$329K +$1.19K +41 +0.4%
CW
2247
Channel Wealth
California
$329K -$82.7K -2,841 -23%
AIIMS
2248
Analyst IMS Investment Management Services
Israel
$329K +$7.57K +260 +3%
HIM
2249
Hillsdale Investment Management
Ontario, Canada
$329K +$46.9K +1,610 +20%
LIG
2250
Lokken Investment Group
Delaware
$328K – – –
88 89
90
91 92