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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
2226
Ferguson Wellman Capital Management
Oregon
$603K -$36.1K -700 -5%
SLC
2227
Second Line Capital
Louisiana
$603K -$32.5K -630 -5%
CWA
2228
Canvas Wealth Advisors
Kansas
$603K -$49.2K -953 -7%
CPWM
2229
Cypress Point Wealth Management
Texas
$602K +$366K +7,094 +135%
SCA
2230
Stokes Capital Advisors
South Carolina
$601K +$370K +7,179 +139%
MA
2231
Mezzasalma Advisors
New Jersey
$601K +$56.8K +1,100 +10%
FMTC
2232
Farmers & Merchants Trust Company
California
$600K – – –
HBT
2233
Hills Bank & Trust
Iowa
$599K +$136K +2,633 +27%
AWC
2234
Adamsbrown Wealth Consultants
Kansas
$599K +$43.4K +841 +7%
IVP
2235
Intrinsic Value Partners
Arizona
$599K -$58.8K -1,140 -8%
AWG
2236
Altus Wealth Group
Colorado
$599K -$1.55K -30 -0.2%
AWM
2237
Aberdeen Wealth Management
Illinois
$598K -$19.9K -385 -3%
LAM
2238
LECAP Asset Management
United Kingdom
$597K +$632K +12,254 New
GAM
2239
Gould Asset Management
California
$597K +$20.5K +398 +3%
RDWM
2240
Red Door Wealth Management
Tennessee
$597K +$15.9K +308 +3%
MF
2241
Montis Financial
Massachusetts
$596K -$15.2K -294 -2%
BDFN
2242
Bond & Devick Financial Network
Minnesota
$596K +$39K +756 +7%
TFA
2243
Transamerica Financial Advisors
Florida
$595K +$178K +3,440 +39%
MEAC
2244
M.E. Allison & Co
Texas
$595K +$155 +3 +0%
KCPT
2245
Kingstone Capital Partners Texas
Texas
$595K +$9.19K +178 +1%
ATC
2246
Adirondack Trust Company
New York
$595K -$39.3K -761 -6%
FPCP
2247
Fort Point Capital Partners
California
$595K +$41K +795 +7%
RLH
2248
RD Lewis Holdings
Florida
$594K -$877 -17 -0.2%
AWM
2249
Arista Wealth Management
Nevada
$594K +$629K +12,187 New
MAWCM
2250
Mine & Arao Wealth Creation & Management
California
$593K +$12.9K +250 +2%
88 89
90
91 92