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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAC
2301
Private Wealth Advisors (California)
California
$250K +$828 +23 +0.3%
IFA
2302
Index Fund Advisors
California
$249K -$268K -7,438 -48%
OBWG
2303
Onyx Bridge Wealth Group
New York
$249K -$35.9K -997 -12%
PK
2304
Pflug Koory
Nebraska
$249K – – –
UF
2305
Univest Financial
Pennsylvania
$248K -$30.4K -843 -10%
TF
2306
Tompkins Financial
New York
$248K – – –
MFGP
2307
Marshall Financial Group (Pennsylvania)
Pennsylvania
$248K +$1.76K +49 +0.6%
FNT
2308
First Nebraska Trust
Nebraska
$248K – – –
UAS
2309
United Asset Strategies
New York
$247K -$201K -5,589 -41%
EWM
2310
Executive Wealth Management
Michigan
$247K -$52.6K -1,461 -16%
FH
2311
FWG Holdings
Florida
$247K -$31.2K -866 -10%
CCM
2312
Chickasaw Capital Management
Tennessee
$247K – – –
VWM
2313
Vigilare Wealth Management
Arizona
$244K -$570K -15,840 -67%
NCM
2314
Nelson Capital Management
California
$243K -$6.05K -168 -2%
WDL
2315
Well Done LLC
Michigan
$243K – – –
SCM
2316
Stevens Capital Management
Pennsylvania
$242K -$864K -24,001 -76%
JWA
2317
JFS Wealth Advisors
Pennsylvania
$241K -$170K -4,735 -38%
CCA
2318
Column Capital Advisors
Indiana
$241K +$1.51K +42 +0.5%
ATWA
2319
Arbor Trust Wealth Advisors
Michigan
$240K +$828 +23 +0.3%
TWM
2320
TriaGen Wealth Management
California
$240K +$9.36K +260 +3%
IAP
2321
Indie Asset Partners
Indiana
$239K – – –
MFA
2322
Morling Financial Advisors
California
$239K – – –
VCP
2323
Vista Capital Partners
Oregon
$239K +$276K +7,666 New
CA
2324
Centerpoint Advisors
Massachusetts
$238K – – –
FWM
2325
ForthRight Wealth Management
Georgia
$238K +$1.08K +30 +0.4%
91 92
93
94 95