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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2326
Miramar Capital
Illinois
$364K -$483K -12,048 -57%
TWM
2327
Triton Wealth Management
Arizona
$362K – – –
LWM
2328
Lakeridge Wealth Management
Ohio
$362K +$240 +6 +0.1%
PP
2329
Pingora Partners
Wyoming
$362K -$18.5K -461 -5%
GFG
2330
Greystone Financial Group
Michigan
$361K – – –
JCM
2331
Jacobsen Capital Management
Utah
$361K +$44.6K +1,113 +14%
BWA
2332
Blodgett Wealth Advisors
California
$361K +$361 +9 +0.1%
HCA
2333
Hyperion Capital Advisors
New York
$360K – – –
SP
2334
Sequent Planning
Nebraska
$360K -$1.64K -41 -0.4%
LCOV
2335
London Company of Virginia
Virginia
$359K -$46.2K -1,153 -11%
PAG
2336
Powers Advisory Group
Illinois
$357K +$1.68K +42 +0.5%
LC
2337
LCNB Corp
Ohio
$357K -$78.2K -1,952 -18%
PCMF
2338
Private Capital Management (Florida)
Florida
$357K -$62.8K -1,568 -15%
QFA
2339
Quantum Financial Advisors
California
$356K +$26.3K +657 +8%
BWFA
2340
Baltimore-Washington Financial Advisors
Maryland
$356K -$2.56K -64 -0.7%
CST
2341
Charles Schwab Trust
Nevada
$355K – – –
MA
2342
Mezzasalma Advisors
New Jersey
$354K +$16.8K +418 +5%
EWS
2343
Eagle Wealth Strategies
New Jersey
$351K -$8.38K -209 -2%
JHCP
2344
Jackson Hole Capital Partners
Oklahoma
$350K -$46.7K -1,165 -12%
CWA
2345
Consilio Wealth Advisors
Washington
$350K +$40.4K +1,009 +13%
PPC
2346
Park Place Capital
Alabama
$350K – – –
TPWM
2347
Twelve Points Wealth Management
Massachusetts
$350K +$14.8K +369 +4%
SEP
2348
Southland Equity Partners
Missouri
$349K +$29K +723 +9%
KWM
2349
Kolinsky Wealth Management
New Jersey
$348K +$19.8K +493 +6%
FPCP
2350
Fort Point Capital Partners
California
$348K +$28.7K +715 +9%
92 93
94
95 96