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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
2351
Beese Fulmer Investment Management
Ohio
$475K +$59.1K +1,405 +16%
NFSG
2352
Newbridge Financial Services Group
Florida
$475K +$185K +4,391 +78%
DLCIG
2353
D.L. Carlson Investment Group
New Hampshire
$474K -$2.99K -71 -0.7%
CCA
2354
Cottonwood Capital Advisors
Utah
$474K -$2.15K -51 -0.5%
NG
2355
Novem Group
New York
$473K +$18.5K +440 +5%
RWI
2356
Red Wave Investments
Pennsylvania
$473K – – –
GG
2357
Greenwood Gearhart
Arkansas
$473K -$30.2K -719 -7%
RWS
2358
Resolute Wealth Strategies
Mississippi
$471K -$8.54K -203 -2%
FFA
2359
Fi3 Financial Advisors
Indiana
$471K -$126 -3 -0%
JCM
2360
Jacobsen Capital Management
Utah
$470K +$22.6K +538 +6%
CWA
2361
Consilium Wealth Advisory
Texas
$470K – – –
DIP
2362
DT Investment Partners
Pennsylvania
$469K -$4.21K -100 -1%
SSW
2363
Stone Summit Wealth
Florida
$468K – – –
ACA
2364
Affinity Capital Advisors
California
$467K +$16.8K +400 +4%
CWM
2365
Centurion Wealth Management
Virginia
$467K +$9.47K +225 +2%
MCP
2366
Mirador Capital Partners
California
$467K +$65.2K +1,550 +19%
ICP
2367
Impact Capital Partners
Colorado
$466K +$10.6K +252 +3%
TWM
2368
Triton Wealth Management
Arizona
$466K +$405K +9,626 New
RMP
2369
Richards, Merrill & Peterson
Washington
$465K -$25.2K -600 -6%
AWMG
2370
Alliance Wealth Management Group
New Jersey
$465K – – –
BWFA
2371
Baltimore-Washington Financial Advisors
Maryland
$464K -$6.65K -158 -2%
PAG
2372
Powers Advisory Group
Illinois
$464K +$28.1K +668 +7%
FPCP
2373
Fort Point Capital Partners
California
$463K +$63.8K +1,517 +18%
TCM
2374
Tradewinds Capital Management
Washington
$463K +$42 +1 +0%
SFC
2375
SYM Financial Corp
Indiana
$461K -$270K -6,417 -40%
93 94
95
96 97