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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
2276
Cedar Brook Financial Partners
Ohio
$233K -$45.4K -1,535 -15%
SIMG
2277
Sonora Investment Management Group
Arizona
$232K -$1.27K -43 -0.5%
PCM
2278
Prelude Capital Management
New York
$232K -$237K -8,020 -49%
BA
2279
Bridge Advisory
California
$232K +$7.81K +264 +3%
RFM
2280
Royal Fund Management
Florida
$232K -$1.07M -36,231 -81%
LJCM
2281
Lee Johnson Capital Management
Texas
$232K – – –
FWA
2282
FSM Wealth Advisors
Ohio
$231K -$70.3K -2,375 -22%
HC
2283
Hamilton Capital
Ohio
$231K -$57.1K -1,930 -19%
LCWP
2284
Legacy Capital Wealth Partners
Arkansas
$231K +$249K +8,432 New
FA
2285
Financial Advisors
Massachusetts
$230K -$8.88K -300 -3%
CW
2286
CIC Wealth
Maryland
$230K +$769 +26 +0.3%
KWM
2287
Kolinsky Wealth Management
New Jersey
$229K -$29.2K -987 -11%
FP
2288
Financial Perspectives
Minnesota
$229K +$63.2K +2,136 +34%
BAM
2289
Blueshift Asset Management
New Jersey
$229K -$36.7K -1,239 -13%
HW
2290
Hamilton Wealth
California
$229K +$247K +8,351 New
CTI
2291
Community Trust & Investment
Kentucky
$228K -$21.2K -716 -8%
BOSSRA
2292
B.O.S.S. Retirement Advisors
Utah
$227K -$4.41K -149 -2%
DIP
2293
DT Investment Partners
Pennsylvania
$227K – – –
TBWA
2294
Three Bridge Wealth Advisors
California
$227K – – –
TA
2295
Townsend & Associates
Colorado
$227K – – –
ONSWM
2296
Old North State Wealth Management
North Carolina
$227K +$2.13K +72 +0.9%
CIG
2297
Cascade Investment Group
Colorado
$226K – – –
KA
2298
Kozak & Associates
Colorado
$226K -$13.3K -450 -5%
APWA
2299
Atlas Private Wealth Advisors
New Jersey
$226K – – –
KA
2300
Kure Advisory
Minnesota
$226K +$244K +8,242 New
90 91
92
93 94