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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2351
Nelson Capital Management
California
$258K – – –
WDL
2352
Well Done LLC
Michigan
$258K -$3.17K -92 -1%
DI
2353
DDFG Inc
California
$258K +$268K +7,781 New
HR
2354
Hardy Reed
Mississippi
$258K – – –
BA
2355
Bridge Advisory
California
$257K +$999 +29 +0.4%
BWM
2356
BCS Wealth Management
Tennessee
$257K – – –
CFO
2357
Collective Family Office
Pennsylvania
$256K -$5.41K -157 -2%
RCA
2358
Resonant Capital Advisors
Wisconsin
$255K -$49.7K -1,443 -16%
JFGIW
2359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K -$12.1K -350 -4%
SICM
2360
Sustainable Insight Capital Management
New York
$255K -$6.89K -200 -3%
AIP
2361
Almanack Investment Partners
Pennsylvania
$254K -$69.3K -2,013 -21%
CA
2362
Centerpoint Advisors
Massachusetts
$254K +$34 +1 +0%
MFA
2363
Morling Financial Advisors
California
$254K – – –
KCM
2364
KRS Capital Management
Michigan
$253K +$896 +26 +0.3%
WCG
2365
Weaver Consulting Group
California
$253K – – –
IIM
2366
Ironwood Investment Management
Massachusetts
$252K -$37.9K -1,100 -13%
IAP
2367
Indie Asset Partners
Indiana
$252K – – –
FCAG
2368
First Capital Advisors Group
New Jersey
$252K +$3.34K +97 +1%
HFS
2369
Heritage Financial Services
Massachusetts
$251K -$79.7K -2,314 -23%
PI
2370
Pettee Investors
Connecticut
$251K – – –
IFS
2371
Ifrah Financial Services
Arkansas
$251K – – –
TWM
2372
TriaGen Wealth Management
California
$251K – – –
HPM
2373
Hoxton Planning & Management
West Virginia
$250K +$260K +7,556 New
MM
2374
MQS Management
New York
$250K +$260K +7,555 New
SCA
2375
STALEY CAPITAL ADVISERS
Pennsylvania
$250K – – –
93 94
95
96 97