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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2251
One Wealth Advisors
California
$267K +$265K +9,300 New
KA
2252
Kozak & Associates
Colorado
$266K +$1.74K +61 +0.7%
GM
2253
GeoWealth Management
Illinois
$266K +$12.6K +440 +5%
TFA
2254
Triad Financial Advisors
North Carolina
$266K -$47.9K -1,678 -15%
GPA
2255
Guerra Pan Advisors
New Jersey
$265K – – –
UFA
2256
US Financial Advisors
Massachusetts
$265K – – –
AIIMS
2257
Analyst IMS Investment Management Services
Israel
$265K -$1.08K -38 -0.4%
G
2258
GenTrust
Florida
$265K -$34.5K -1,208 -12%
CFG
2259
Carr Financial Group
Massachusetts
$264K +$263K +9,202 New
TF
2260
Trek Financial
Arizona
$264K -$1.14K -40 -0.4%
VNA
2261
Valley National Advisers
Pennsylvania
$263K -$10.2K -358 -4%
DIP
2262
DT Investment Partners
Pennsylvania
$262K – – –
HC
2263
Hoese & Co
Minnesota
$262K -$69.3K -2,428 -21%
RFN
2264
Redwood Financial Network
Ohio
$261K +$260K +9,108 New
MIM
2265
Moseley Investment Management
Florida
$261K -$38.8K -1,359 -13%
HCA
2266
Hyperion Capital Advisors
New York
$261K +$259K +9,081 New
MPCL
2267
My Personal CFO LLC
Washington
$260K -$5.85K -205 -2%
CTI
2268
Community Trust & Investment
Kentucky
$259K -$14.1K -495 -5%
MA
2269
MBA Advisors
Pennsylvania
$259K -$1.71K -60 -0.7%
SMA
2270
Seven Mile Advisory
New Jersey
$259K +$257K +9,023 New
TC
2271
Tacita Capital
Ontario, Canada
$258K – – –
RCM
2272
Requisite Capital Management
Texas
$258K – – –
TWM
2273
Thrive Wealth Management
Pennsylvania
$258K -$79.2K -2,774 -24%
CAM
2274
Cozad Asset Management
Illinois
$255K +$1.14K +40 +0.5%
PIMG
2275
Patriot Investment Management Group
Tennessee
$255K -$742 -26 -0.3%
89 90
91
92 93