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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
2251
Resource Planning Group
Georgia
$272K – – –
OTL
2252
Oak Thistle LLC
New York
$271K -$212K -5,896 -40%
RPWA
2253
Regent Peak Wealth Advisors
Georgia
$271K -$9.43K -262 -3%
IIM
2254
Ironwood Investment Management
Massachusetts
$271K -$1.44K -40 -0.5%
BCM
2255
Boltwood Capital Management
California
$271K +$12.7K +352 +4%
BFIM
2256
Beese Fulmer Investment Management
Ohio
$270K +$3.6K +100 +1%
DP
2257
DDD Partners
Washington
$269K +$88.8K +2,466 +40%
TF
2258
Trek Financial
Arizona
$268K -$21.7K -604 -7%
SMA
2259
Sage Mountain Advisors
Georgia
$268K +$8.03K +223 +3%
JHCP
2260
Jackson Hole Capital Partners
Oklahoma
$268K +$19.7K +548 +7%
SWM
2261
Segment Wealth Management
Texas
$267K -$266K -7,384 -46%
FCAG
2262
First Capital Advisors Group
New Jersey
$267K +$309K +8,572 New
LJHT
2263
Laurie J. Hall Trustee
$266K – – –
VCM
2264
Vivaldi Capital Management
Illinois
$266K +$15.6K +433 +5%
RFA
2265
RTD Financial Advisors
Pennsylvania
$265K -$142K -3,932 -32%
SMC
2266
Smith, Moore & Co
Missouri
$265K -$27.7K -768 -8%
FA
2267
Fermata Advisors
California
$265K -$7.13K -198 -2%
BAM
2268
Bellevue Asset Management
Washington
$265K +$7.31K +203 +2%
KWM
2269
Keebeck Wealth Management
Illinois
$265K +$76.7K +2,130 +33%
FIB
2270
First Interstate Bank
Montana
$265K +$306K +8,501 New
CCA
2271
Cottonwood Capital Advisors
Utah
$264K +$58.3K +1,618 +24%
LAS
2272
Lloyd Advisory Services
Georgia
$262K +$103K +2,850 +51%
SAM
2273
Strategy Asset Managers
California
$261K -$53.4K -1,483 -15%
CCFCSB
2274
Cape Cod Five Cents Savings Bank
Massachusetts
$261K -$5.8K -161 -2%
SKK
2275
Shepherd Kaplan Krochuk
Massachusetts
$261K – – –
89 90
91
92 93