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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
2376
Hills Bank & Trust
Iowa
$290K – – –
PIM
2377
Penobscot Investment Management
Massachusetts
$288K +$7.88K +173 +3%
VBWMG
2378
Von Berge Wealth Management Group
California
$288K +$284K +6,238 New
AIM
2379
AHL Investment Management
Florida
$288K +$295K +6,471 New
BL
2380
BFSG LLC
California
$287K -$61.3K -1,345 -17%
SCM
2381
SKBA Capital Management
California
$287K -$3.65K -80 -1%
FA
2382
Faithward Advisors
Pennsylvania
$287K – – –
PAM
2383
Peak Asset Management
Colorado
$286K – – –
CPA
2384
Capital Performance Advisors
California
$286K +$286K +6,288 New
ST
2385
Sentinel Trust
Texas
$286K +$293K +6,432 New
CWM
2386
Cherrydale Wealth Management
New Jersey
$285K +$292K +6,405 New
EA
2387
Elm Advisors
California
$284K – – –
KWM
2388
Keebeck Wealth Management
Illinois
$284K +$49.9K +1,095 +21%
BA
2389
Ballast Advisors
Minnesota
$283K +$5.33K +117 +2%
CPA
2390
Cardiff Park Advisors
California
$282K +$289K +6,337 New
PWA
2391
Physician Wealth Advisors
Utah
$281K – – –
TPW
2392
TL Private Wealth
Texas
$281K – – –
WA
2393
WP Advisors
California
$281K – – –
CWA
2394
Clarity Wealth Advisors
California
$281K +$364 +8 +0.1%
JMF
2395
Johnson Midwest Financial
Iowa
$281K +$45.1K +991 +19%
APWA
2396
Atlas Private Wealth Advisors
New Jersey
$280K -$51.7K -1,134 -15%
SCA
2397
Southern Capital Advisors
Tennessee
$280K +$287K +6,296 New
MPM
2398
Meritage Portfolio Management
Kansas
$278K -$3.73M -81,841 -93%
PAS
2399
Professional Advisory Services
Florida
$278K – – –
JSA
2400
Jacobson & Schmitt Advisors
Wisconsin
$278K +$285K +6,250 New
94 95
96
97 98