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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2301
Arcataur Capital Management
Wisconsin
$647K – – –
MAM
2302
MMA Asset Management
Pennsylvania
$647K -$2.55K -48 -0.4%
AGP
2303
Autumn Glory Partners
Texas
$645K +$1.75K +33 +0.3%
V
2304
VeraBank
Texas
$644K -$8.51K -160 -1%
WFS
2305
Widmann Financial Services
Maryland
$644K +$255K +4,802 +74%
OAM
2306
Oak Asset Management
California
$643K -$1.75K -33 -0.3%
BCA
2307
Bay Capital Advisors
Virginia
$642K – – –
JCM
2308
Jacobsen Capital Management
Utah
$641K +$1.17K +22 +0.2%
JFGLC
2309
Johnson Financial Group LLC (Colorado)
Colorado
$641K +$331K +6,216 +123%
TWA
2310
TCI Wealth Advisors
Arizona
$640K -$79.5K -1,494 -12%
BFIM
2311
Beese Fulmer Investment Management
Ohio
$640K +$16.8K +316 +3%
WFA
2312
WJ Financial Advisors
Connecticut
$639K +$372 +7 +0.1%
CPW
2313
Cogent Private Wealth
Florida
$639K -$88.5K -1,664 -13%
TCM
2314
Tradewinds Capital Management
Washington
$637K -$4.73K -89 -0.8%
KTC
2315
Kentucky Trust Company
Kentucky
$636K – – –
EPM
2316
Elm Partners Management
Pennsylvania
$634K +$31.2K +586 +6%
CAM
2317
Cozad Asset Management
Illinois
$634K – – –
PCG
2318
PFC Capital Group
California
$633K – – –
RP
2319
Rice Partnership
Hawaii
$633K -$307K -5,775 -34%
SFO
2320
Stokes Family Office
Louisiana
$631K -$98.8K -1,858 -14%
KW
2321
KWB Wealth
California
$630K +$19.8K +373 +3%
SFC
2322
SYM Financial Corp
Indiana
$629K +$80.3K +1,509 +16%
VFP
2323
Verus Financial Partners
Virginia
$627K +$425 +8 +0.1%
SMC
2324
Smith, Moore & Co
Missouri
$627K -$44.2K -832 -7%
CFG
2325
Carr Financial Group
Massachusetts
$626K -$12.1K -228 -2%
91 92
93
94 95