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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2326
Warwick Investment Management
Texas
$343K +$15.5K +404 +5%
OAM
2327
Occidental Asset Management
California
$342K +$330K +8,604 New
NWA
2328
New World Advisors
Massachusetts
$342K -$88.1K -2,300 -21%
CC
2329
Constitution Capital
Connecticut
$342K – – –
ZF
2330
Zhang Financial
Michigan
$341K +$1.19K +31 +0.4%
OPCM
2331
Osborne Partners Capital Management
California
$340K – – –
CCA
2332
Cottonwood Capital Advisors
Utah
$340K -$50.5K -1,319 -14%
AWM
2333
Ariadne Wealth Management
California
$339K +$327K +8,522 New
MA
2334
MKT Advisors
California
$339K -$23K -601 -7%
BP
2335
BBR Partners
New York
$339K -$29.1K -760 -8%
MA
2336
MBA Advisors
Pennsylvania
$338K -$2.64K -69 -0.8%
MA
2337
Mezzasalma Advisors
New Jersey
$338K +$61.4K +1,602 +23%
SFS
2338
Summit Financial Strategies
Ohio
$338K -$19K -497 -6%
AHL
2339
Abel Hall LLC
Louisiana
$337K +$26.8K +699 +9%
KA
2340
Kozak & Associates
Colorado
$336K +$1.92K +50 +0.6%
KJHP
2341
K.J. Harrison & Partners
Ontario, Canada
$336K -$153K -4,000 -32%
TPWM
2342
Twelve Points Wealth Management
Massachusetts
$336K – – –
MFGP
2343
Marshall Financial Group (Pennsylvania)
Pennsylvania
$335K +$3.79K +99 +1%
WFA
2344
Websterrogers Financial Advisors
South Carolina
$333K -$59.2K -1,546 -16%
LCWP
2345
Legacy Capital Wealth Partners
Arkansas
$333K +$321K +8,365 New
ONSWM
2346
Old North State Wealth Management
North Carolina
$332K +$8.05K +210 +3%
CFO
2347
Collective Family Office
Pennsylvania
$331K +$14K +366 +5%
IWP
2348
Invenio Wealth Partners
Florida
$331K -$7.17K -187 -2%
BBW
2349
Blue Barn Wealth
Utah
$331K +$16.6K +432 +5%
QFA
2350
Quantum Financial Advisors
California
$331K – – –
92 93
94
95 96