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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
2351
Strait & Sound Wealth Management
California
$308K +$18K +525 +7%
FBC
2352
Fairfield, Bush & Co
Connecticut
$307K – – –
TA
2353
TrueWealth Advisors
Alabama
$307K -$35.8K -1,044 -11%
LWM
2354
Laidlaw Wealth Management
New York
$306K -$281K -8,187 -50%
CIG
2355
Cascade Investment Group
Colorado
$306K -$34 -1 -0%
FA
2356
Financial Advisors
Massachusetts
$306K – – –
MCCA
2357
Mill Creek Capital Advisors
Pennsylvania
$305K -$92.1K -2,682 -25%
BAM
2358
Bellevue Asset Management
Washington
$305K -$721 -21 -0.3%
OHIS
2359
Oak Harvest Investment Services
Texas
$305K +$1.03K +30 +0.4%
CAM
2360
Campion Asset Management
Virginia
$305K -$5.49K -160 -2%
OPWM
2361
Oxinas Partners Wealth Management
Indiana
$305K -$23.3K -680 -8%
WWS
2362
Wellington Wealth Strategies
Indiana
$305K +$276K +8,041 New
KWM
2363
Kolinsky Wealth Management
New Jersey
$305K +$5.29K +154 +2%
HIM
2364
Hillsdale Investment Management
Ontario, Canada
$305K -$59.4K -1,730 -18%
MCP
2365
Mirador Capital Partners
California
$305K -$4.81K -140 -2%
UBV
2366
United Bank (Virginia)
Virginia
$304K – – –
SEP
2367
Southland Equity Partners
Missouri
$303K -$103K -3,005 -27%
JWCA
2368
J.W. Coons Advisors
Ohio
$302K – – –
CFO
2369
Collective Family Office
Pennsylvania
$302K +$49.6K +1,445 +22%
LJHT
2370
Laurie J. Hall Trustee
$302K – – –
CCP
2371
Clarity Capital Partners
California
$302K +$10.8K +315 +4%
WFS
2372
Widmann Financial Services
Maryland
$300K -$19.8K -578 -7%
FBT
2373
First Bank & Trust
South Dakota
$300K -$19.4K -564 -7%
BBW
2374
Blue Barn Wealth
Utah
$299K -$64.6K -1,883 -19%
VCP
2375
Vista Capital Partners
Oregon
$299K – – –
93 94
95
96 97