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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
2301
Trivium Point Advisory
Connecticut
$211K +$210K +5,122 New
TPW
2302
Tiller Private Wealth
Pennsylvania
$210K -$6.07K -148 -3%
THWM
2303
Taylor Hoffman Wealth Management
Virginia
$210K -$2.54K -62 -1%
SFP
2304
Sandbox Financial Partners
Maryland
$210K +$574 +14 +0.3%
HAC
2305
Harbor Advisory Corp
New Hampshire
$210K +$209K +5,099 New
CI
2306
Ceera Investments
Texas
$209K -$15.8K -385 -7%
NRI
2307
NFP Retirement Inc
California
$208K +$206K +5,037 New
SWM
2308
Stockman Wealth Management
Montana
$207K -$11.5K -280 -5%
WFG
2309
Wills Financial Group
Virginia
$206K +$205K +4,998 New
BA
2310
Bristlecone Advisors
Washington
$206K +$205K +5,000 New
HA
2311
Harfst & Associates
Wyoming
$206K +$205K +5,002 New
IIC
2312
Ironwood Investment Counsel
Arizona
$205K -$9.22K -225 -4%
3F
2313
360 Financial
Minnesota
$205K -$8.73K -213 -4%
FFG
2314
Ford Financial Group
California
$205K -$7.75K -189 -4%
EBA
2315
Eagle Bay Advisors
New York
$205K +$200K +4,890 New
HIM
2316
Hotaling Investment Management
Pennsylvania
$205K +$204K +4,967 New
SCA
2317
Stuart Chaussee & Associates
California
$204K +$200K +4,878 +8,268%
AMG
2318
Advisors Management Group
Wisconsin
$204K +$203K +4,957 New
DC
2319
DeDora Capital
California
$203K -$11.7K -285 -5%
CSM
2320
CAMG Solamere Management
North Carolina
$203K +$201K +4,914 New
CGA
2321
Crescent Grove Advisors
Illinois
$203K +$202K +4,919 New
ATFA
2322
All Terrain Financial Advisors
Minnesota
$202K – – –
SFSIG
2323
San Francisco Sentry Investment Group
California
$202K +$9.84K +240 +5%
BWG
2324
Beta Wealth Group
California
$202K +$201K +4,900 New
JF
2325
JSF Financial
California
$201K +$200K +4,871 New
91 92
93
94 95