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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
2276
Bruce G. Allen Investments
Colorado
$369K -$31K -808 -8%
SWMP
2277
Signature Wealth Management Partners
New Jersey
$369K – – –
PA
2278
Perennial Advisors
New York
$368K +$57.5K +1,500 +19%
MHR
2279
Matthew Hamilton Rosenberg
$366K -$7.32K -191 -2%
FSA
2280
Financial Security Advisor
Virginia
$366K +$3.83K +100 +1%
GC
2281
Garde Capital
Washington
$366K -$38.3K -1,000 -10%
OPPS
2282
Obsidian Personal Planning Solutions
Maryland
$365K +$728 +19 +0.2%
SP
2283
Sequent Planning
Nebraska
$365K -$21.6K -564 -6%
EWM
2284
EPG Wealth Management
Georgia
$364K -$318K -8,298 Closed
KLWA
2285
Kelly Lawrence W & Associates
California
$364K +$145K +3,794 +71%
KIA
2286
Kraematon Investment Advisors
Massachusetts
$364K +$1.5K +39 +0.4%
CHA
2287
Cooper/Haims Advisors
New York
$364K +$17.4K +455 +5%
BST
2288
Bath Savings Trust
Maine
$363K – – –
LWM
2289
Lakeridge Wealth Management
Ohio
$362K +$192 +5 +0.1%
SIA
2290
Sage Investment Advisers
New York
$362K -$690 -18 -0.2%
GFG
2291
Greystone Financial Group
Michigan
$362K – – –
BWA
2292
Blodgett Wealth Advisors
California
$361K -$5.25K -137 -1%
HCA
2293
Hyperion Capital Advisors
New York
$361K – – –
EWS
2294
Eagle Wealth Strategies
New Jersey
$360K -$14.4K -377 -4%
LTI
2295
Laffer Tengler Investments
Tennessee
$360K +$163K +4,252 +89%
BWFA
2296
Baltimore-Washington Financial Advisors
Maryland
$359K +$346K +9,028 New
CF
2297
Convergence Financial
Missouri
$359K +$346K +9,023 New
TC
2298
Trilogy Capital
California
$359K +$129K +3,372 +60%
FAFN
2299
First Affirmative Financial Network
Colorado
$358K +$12.1K +316 +4%
OWA
2300
One Wealth Advisors
California
$357K – – –
90 91
92
93 94