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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RLH
2301
RD Lewis Holdings
Florida
$511K -$8.71K -207 -2%
IWM
2302
Integris Wealth Management
California
$510K +$8.37K +199 +2%
CFP
2303
Cascade Financial Partners
California
$508K – – –
FCM
2304
Fire Capital Management
California
$508K +$38.3K +910 +9%
PCM
2305
Pinnbrook Capital Management
New York
$507K +$451K +10,719 New
VAG
2306
VisionPoint Advisory Group
Texas
$507K +$451K +10,719 New
FC
2307
Financial Council
Maryland
$507K +$252 +6 +0.1%
FFC
2308
First Financial Corp
Indiana
$506K -$39.8K -945 -8%
OFS
2309
Orrstown Financial Services
Pennsylvania
$504K +$25.7K +611 +6%
G
2310
GenTrust
Florida
$504K -$164K -3,902 -27%
CT
2311
Clearstead Trust
Maine
$503K +$96.9K +2,304 +28%
SAW
2312
Signal Advisors Wealth
Michigan
$503K -$1.09M -25,897 -71%
BWAM
2313
Boyd Watterson Asset Management
Ohio
$503K +$14.9K +354 +3%
WIM
2314
Warwick Investment Management
Texas
$502K +$123K +2,916 +38%
RA
2315
Riversedge Advisors
Delaware
$502K +$35.4K +841 +9%
ACM
2316
Aster Capital Management
United Arab Emirates
$501K +$446K +10,595 New
HWM
2317
Hemington Wealth Management
Virginia
$501K -$8.04K -191 -2%
MWM
2318
Mindset Wealth Management
Indiana
$501K +$2.19K +52 +0.5%
AFA
2319
Allium Financial Advisors
Oregon
$500K -$16.6K -395 -4%
DIM
2320
Delta Investment Management
California
$500K +$252 +6 +0.1%
FCMC
2321
Founders Capital Management (Connecticut)
Connecticut
$497K – – –
CWM
2322
Cahaba Wealth Management
Georgia
$497K -$50.2K -1,194 -10%
TWA
2323
TCI Wealth Advisors
Arizona
$496K -$67.1K -1,596 -13%
AWM
2324
Ariadne Wealth Management
California
$496K +$24.9K +592 +6%
VFP
2325
Verus Financial Partners
Virginia
$496K – – –
91 92
93
94 95