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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
2376
Independent Family Office
New York
$298K +$326K +7,219 New
LSWM
2377
Lorne Steinberg Wealth Management
Canada
$295K -$62.5K -1,385 -16%
IAG
2378
Investment Advisory Group
Massachusetts
$295K +$12.4K +274 +4%
AA
2379
Auxano Advisors
Washington
$295K +$21.6K +478 +7%
MAM
2380
Marotta Asset Management
Virginia
$295K +$88.3K +1,957 +38%
SCA
2381
STALEY CAPITAL ADVISERS
Pennsylvania
$293K -$55.8K -1,237 -15%
AWA
2382
Amplius Wealth Advisors
Pennsylvania
$293K +$3.79K +84 +1%
DOA
2383
D'Orazio & Associates
Virginia
$292K -$35K -776 -10%
HFAS
2384
Hummer Financial Advisory Services
Illinois
$292K – – –
ACA
2385
Affinity Capital Advisors
California
$291K -$44.6K -988 -12%
BA
2386
Bridge Advisory
California
$291K -$20.8K -461 -6%
SFG
2387
StrategIQ Financial Group
Indiana
$291K – – –
KA
2388
Klingman & Associates
New York
$290K -$9.75K -216 -3%
VCM
2389
Versant Capital Management
Arizona
$290K -$5.05K -112 -2%
AWM
2390
Aspire Wealth Management
Massachusetts
$290K +$45 +1 +0%
CFA
2391
Compass Financial Advisors
Indiana
$290K +$271 +6 +0.1%
FFMBT
2392
First Farmers & Merchants Bank Trust
Tennessee
$289K -$22.6K -500 -7%
PMG
2393
Private Management Group
California
$289K -$22K -488 -7%
CCP
2394
Cassia Capital Partners
North Carolina
$289K +$6.41K +142 +2%
WCM
2395
WealthBridge Capital Management
Ohio
$289K +$316K +7,000 New
TCOO
2396
Trust Company of Oklahoma
Oklahoma
$289K -$6.77K -150 -2%
PCFFS
2397
Pacific Center for Financial Services
California
$288K +$316 +7 +0.1%
SWIM
2398
Smallwood Wealth Investment Management
New Jersey
$288K +$9.88K +219 +3%
FSA
2399
Financial Sense Advisors
California
$288K +$316K +6,997 New
WFA
2400
Wipfli Financial Advisors
Wisconsin
$288K +$315K +6,983 New
94 95
96
97 98